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Get the app
A friendly advisor-style meeting in a bright office—how WealthChief partners with you on your money.

Talk to your money.

We handle the busywork.

Talk to WealthChief the way you would an accountant—plain language in, organized numbers out. You stay in control; we handle the tedious busywork.

What WealthChief Does

One app that combines wealth-building basics, live numbers, and world-class charts by utilizing WealthChief AI, which eliminates the homework other apps leave on your plate.

WealthChief lifetime wealth chart—retirement projection.

Calculate how wealthy you want to be using our easy calculator.

WealthChief net worth—accounts and balances.

Verbally tell WealthChief AI about your net worth—no manual input required.

WealthChief spend flow Sankey chart.

Have WealthChief show you your spend flow after it categorizes your transactions for you—no busy work.

WealthChief budget worksheet.

Have WealthChief create a budget for you in minutes, and track your spend flow against your new budget.

Life Wealth Calculator

  • Calculate how wealthy you want to be—or can be—at retirement.
  • Shows you the compounding effect of savings and investment on your future wealth.

Net Worth Tracker

  • Tracks your net worth now and going forward.
  • Monitors whether you are on track with your long-term wealth growth goal.
  • Makes recommendations to help you get back on track.

Spend Flow Tracker

  • Link up your accounts with Plaid to bring in transactions securely.
  • WealthChief builds a categorization framework for you based on conversation.
  • WealthChief categorizes all of your transactions for you and only asks you about exceptions—just like a regular accountant.
  • WealthChief remembers your customized feedback, so its categorization accuracy is higher than a regular accountant.
  • Meaningful visual charting shows you opportunities to increase savings.

Budget Tool

  • WealthChief asks you a series of questions, then does the work to calculate your budget.
  • Create as many budgets as you want throughout the year.
  • Compare actual to budget with enhanced charting.

Security & Privacy

Two disciplines, one standard. Here are the highlights—the full details live in our Security & Privacy page.

Security

How we protect the system your money flows through.

  • 256-bit encryptionAt rest and in transit—every request, every record.
  • TLS everywhereModern TLS between your device and our services—no plaintext shortcuts.
  • Isolated cloudAWS with defense-in-depth so your rows stay yours—not your neighbor’s.
  • Least-privilege accessOur team gets the minimum access needed to operate the product.

See more on Security →

Privacy

How we treat the data you trust us with.

  • Read-only accessWe can see your accounts to show insights—we can never move your money.
  • Never soldYou pay for WealthChief, so your data is not the product. Full stop.
  • Delete anytimeOne tap in Settings removes everything—no hoops, no delays.
  • Plain-language policiesNo legalese fog—our policies read the way the app talks.

See more on Privacy →

Link To Your Bank Securely With Plaid

  • We partner with Plaid to securely bring in your transactions from your bank.
  • We don’t hold or ever see your login info.
  • Plaid is connected to 12k+ financial institutions.
  • Millions of people use Plaid every day.
How Bank Connections Work
Chase · CheckingSynced
Ally · SavingsSynced
Brokerage · IRASynced
Credit union2m ago
Pricing

One Membership. Full Access.

A single transparent subscription unlocks every feature of WealthChief on iOS and Android—no upsells, no tiers, no surprises.

Save 30%

$6.99/ month

Billed annually at $83.88—a 30% saving vs. monthly.

See Full Pricing
  • Lifetime Wealth, Net Worth, Spend Flow, and Budget—all included
  • Secure bank linking via Plaid with clear, revocable permissions
  • Cancel anytime in Settings—no long-term contract
  • Real human support via contact & support

Get WealthChief On Your Phone

WealthChief is in active development for iOS and Android. App Store and Google Play listing links will appear here as soon as they are approved and public.

App Store — listing soon Google Play — listing soon