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Less paperwork, clearer money. • Send us your documents Add a photo, PDF, spreadsheet or text file in chat, by text or in the new Vault. Wealth Architect reads it and uses it to help with your money. Your files are encrypted, and everyone in your household can see them. • Tag anything Group charges your way: a trip, a project, a side business. See it all together, whatever category each charge is in. We suggest tags for you, and every change has Undo. • Keep one-off costs out of your month Mark a charge One time, or say a goal paid for it, so a big week doesn't look like a bad month. • Count each account the right way Mark an account Household, Kept separate or Someone else's money. A kid's account stays out of your budget. • See what something really cost Link a refund or a friend paying you back to the charge it covers. • Or just ask Ask Wealth Architect, in the app or by text, to tag charges, mark a one-off or link a payback.
Wealth Architect AI helps you turn scattered accounts, budgets, goals, and retirement questions into one clear financial roadmap. Tell Wealth Architect what is happening in your life. Connect your accounts, build your financial picture, and explore your next steps through guided setup and conversation. Use Wealth Architect to: - See your net worth, accounts, assets, liabilities, and cash in one place. - Understand spending, budget pace, recurring transactions, and what is left for the month. - Build goals into a monthly savings plan. - Explore retirement targets, portfolio paths, and future income. - Ask AI questions about your financial picture. - Read your personal Morning Brief and return to clear next steps. - Keep saved spending, Brief, and goal information close with Home Screen widgets. Your financial picture changes as life changes. Wealth Architect brings your accounts, spending, goals, and planning assumptions together so you can revisit your choices with more context. Built for U.S. users. Account connections are read-only where supported. Wealth Architect does not move money, place trades, originate loans, hold funds, or custody securities. SUBSCRIPTIONS Wealth Architect Pro is available as an auto-renewable monthly subscription through your Apple Account. Price and any available offer are shown before you confirm a purchase. Payment is charged to your Apple Account at confirmation. The subscription renews automatically unless canceled at least 24 hours before the current period ends. Manage or cancel your subscription in your Apple Account settings. Privacy Policy: https://www.wealtharchitect.ai/privacy-policy Terms of Service: https://www.wealtharchitect.ai/terms-of-service Wealth Architect provides educational financial planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Consult qualified professionals before making decisions that affect your finances, taxes, legal rights, or investments.