Wealthist dasboard in mobile device

Wealthist - Anyone can build wealth.

Learn how to think about money long term, build financial safety nets, and invest with confidence. The more you learn, the more you'll earn.

  • Accessible to everyone
  • Budget & savings tools
  • Track every dime and get comfortable investing

Build your budget

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Plan
Track
Invest
Learn

Wherever you are on your journey…

We can help.

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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Illustration of finances in a flat mobile format
Gamification image

Gamifying saving.

Are you competitive? Yeah, we thought so. Most people like to compete against others. Did you know that when you do, you are more likely to improve? We’re making finance fun so it’s easy to stay involved with your money.

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