WealthCircle connects to your bank accounts, analyzes your spending and investments, and gives you clear guidance to hit your financial goals. Then it connects you with people on the same journey and unlocks perks you didn't know you had.
Get Started Free →👀 See it in ActionFree forever plan · No credit card required
No spreadsheets. No guesswork. Just a live dashboard that shows exactly where your money is going — and how to grow it.
At your current savings pace, you'll reach your Emergency Fund goal 2 months early. Consider increasing your Down Payment contributions.
Every finance app gives you one piece. WealthCircle gives you the full picture.
Connect your bank accounts and investments. Get AI-powered spending analysis, investment insights, and personalized guidance to reach your goals faster.
Join or create Circles with people chasing the same financial goals. First-time homebuyers, early retirees, index fund builders. Your money journey isn't solo anymore.
Unlock rewards from banks, credit cards, restaurants, and membership clubs. The better your financial habits, the better your perks. Smart money gets rewarded.
Link your bank accounts, credit cards, and investment portfolios securely.
See where your money goes, how your investments perform, and what to optimize.
Join Circles of people with similar financial goals. Share strategies, stay motivated.
Unlock perks and membership benefits as you hit milestones and build better habits.
Bank-level security powered by Plaid. Your credentials never touch our servers.
The same bank-level encryption used by major financial institutions. Your data is protected end-to-end with industry-leading security standards.
Your bank credentials go directly to Plaid with 256-bit encryption. We never see or store your login information. Plaid is trusted by Venmo, Robinhood, and thousands of financial apps.
We can only read your financial data to show you insights. We cannot move money, make transfers, or access your funds. Ever.
Every tip in your Circle is tied to real spending categories and real savings. You're learning from people who are actually doing it — not just talking about it.
Your Circle is made up of people with similar financial situations and goals — first-time homebuyers, debt-free chasers, index fund builders. Not a random chat room.
Your real name and financial details stay private. The community sees only your health score grade (A–F) and a badge — enough to learn from, nothing to expose.
Every tip shows the actual spending category and dollar amount saved — Food ($180/mo), Investing ($200/mo). You see the impact, not just the advice.
Top contributors earn Leader status. Follow the people you learn from most. The feed personalizes to who you follow.
Engage with tips that resonate. Ask questions, share your own wins, build a personalized feed of strategies that actually work for you.
"This isn't a subreddit. Every tip is tied to real spending categories and real savings. You're learning from people who are actually doing it, not just talking about it."
One plan. All features. No hidden fees. 55% cheaper than YNAB or Monarch Money.
WealthCircle is where financial intelligence meets community and real rewards. Your money, your people, your perks.
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