Your financial life, in one place
WealthPulse exists because checking your money should not require five apps, three spreadsheets, and a spare afternoon.
Why we built it
Most people do not have a money problem so much as a visibility problem. Your checking account is in one app, your card in another, your 401(k) somewhere you log into twice a year, and your debts on statements you would rather not open. Each piece makes sense alone. Together they never add up to an answer.
The tools meant to fix this tend to pick a side. Budgeting apps track spending but ignore your investments. Portfolio trackers watch your holdings but have no idea what you spend. Net worth apps show a single number with no explanation of how to move it. So you end up doing the assembly yourself, every month, forever.
WealthPulse puts the whole picture in one dashboard: budgets, transactions, subscriptions, debt payoff, goals, investments, and net worth, with AI tools that read the situation and explain it in plain English. Not to make decisions for you, but so the decisions you make are informed ones.
What we believe
Your data is not the product
We never sell your personal or financial information, and we do not run ads. The subscription is the entire business model, which means our only incentive is to keep the product worth paying for.
Read-only, always
Bank connections run through Plaid and are strictly read-only. WealthPulse can see balances and transactions to power your dashboard. It cannot move money, place trades, or change anything at your bank. Neither can we.
One price, everything included
No tiers, no upsells, no feature held hostage. $9.99 a month gets every tool we make, including the ones we add later.
Clarity over complexity
Most finance tools either oversimplify until they are useless or bury you in spreadsheets. We aim for the middle: real numbers, explained in plain language, with the math shown when it matters.
How your money stays safe
When you link an account, your bank credentials go directly to Plaid, the same provider used by thousands of major financial apps. We never see your username or password, and we never store them. What we hold is an encrypted, read-only token, and even that is encrypted again before it touches our database.
Every account is isolated at the database level, so one user can never see another's data. Two-factor authentication is available on every account and required before any bank can be linked. You can disconnect an institution or delete your data at any time. The full details live in our Privacy & Security Policy.
An honest disclaimer
WealthPulse is an educational and organizational tool, not a financial advisor. We are not registered investment advisers, broker-dealers, or tax professionals, and nothing in the product is personalized advice. The AI tools are research aids that work from live market data. You always make the final call, and for decisions that matter, a licensed professional is worth the conversation.