Now in private beta
What does next month bring?
WealthWizard turns your transaction history into one living timeline. What happened flows straight into what's coming, so you can see where your balance is heading before you get there.
- Bank connection by Plaid
- Identity by AWS Cognito
- History lives on your phone
One timeline
Your past and your future, on the same line.
Scroll through what happened. Keep scrolling into what's next. The forecast is the same line, continuing, with a band that widens the further out you look.
The number at the top is a scrubber, not a snapshot. It reads whatever day is under your thumb, past or future.
How it works
Three steps, then it just runs.
Nothing to enter by hand and nothing to maintain. Link once, and the timeline keeps itself current.
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01
Link your bank
Connect through Plaid. Your credentials are entered on your bank's own screens and are never visible to WealthWizard.
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02
It syncs quietly
Transactions flow from your bank, through us, into an encrypted database on your phone. We keep nothing along the way. Nothing to enter by hand.
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03
See where you're heading
Your balance, forecast forward with confidence bands. The end of the month stops being a surprise.
Privacy by architecture
Built to know less about you.
Your financial life lives in an encrypted database on your phone, locked by a key that never leaves your device. Our side is built to hold as little as possible.
Our servers keep nothing about your money.
No transactions. No balances. No forecasts. Nothing written to our storage, ever. During a sync, our service holds each record just long enough to strip what the forecast doesn't need and hand your phone the six fields it does:
- transaction id
- account id
- date
- amount
- category
- pending
- Stripped in transit
- Merchant names, descriptions, and locations are stripped out along the way. Only the six fields reach your phone.
- Nothing kept on our side
- Not the raw record, not the trimmed one. Your history exists on your device and nowhere we can read it.
- Deletion means deletion
- When you leave, your account records are removed and our bank connection is revoked. No soft delete. No retention copy. Delete the key on your device and your local history is sealed for good.
The full picture, in plain language, is in our Privacy Policy.
Private beta
Get in before the line does.
Invites go out in small batches. Leave an email and we'll tell you when yours is ready.