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Anyone can build wealth.

Learn how to think about money long term, like your grandparents did. Build financial safety and find out how to invest with confidence. We give you the tools you need to start building wealth.

  • Easy to understand guidance
  • Budget & savings tools
  • Track every dime and get comfortable investing

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  • Easy to understand guidance
  • Budget & savings tools
  • Track every dime and get comfortable investing
Get started
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Wherever you are on your journey…

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Whether you’re just getting started with budgeting or planning your next investment strategy, we can craft a plan that’s perfect for you. Using smart algorithms and the brightest minds in the financial world, Wealthist can help you get where you want to be.

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Your grandparents knew the secret...

Your grandparents were right about money

Your grandparents were right about money.

Your grandparents had the formula for success and it wasn't side-gigs. It was doing the right thing every day... for a long time.

 October 17, 2025 Read more
Your grandparents were right about money

Your grandpa didn't buy coffee at Starbucks.

Want to know why Mimi & Pop-Pop could afford things later in life? They cut back spending and thought long-term. Find out how much your Starbucks addiction is costing you.

 Find your coffee cost
Your grandparents were right about money

Your grandparents didn’t buy sh*t they didn’t need.

How did the Greatest Generation think about money? Save as much and spend as little as possible. We can help you learn how.

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Real people. Growing their money.

† According to the Bankrate Financial Security Index, 2023

†† Ramsey Solutions, 2021

* Based on a Canvas Business Model study on the bargaining power of customers

** Based on Charles Schwab Modern Wealth Survey, 2023