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
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.
Your grandparents knew the secret...
of Americans lack basic financial literacy*
of millennials have no long-term financial plan†
Real people. Growing their money.
I had never built a budget before and Wealthist made it super-easy for me to get my finances in order. Now, I know where my money is going and how much I have to save. And I can finally start investing!
The site is super slick and it's actually fun to make your budget. It even reminds you to update it when you log in.
I wish I had been using this app for years — I'd be richer today.
of people without a budget consistently overspend**
of millionaires consistently stick to a budget††
† 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