Wealthly

Templar Systems

In-app purchases

About this app

Your true net worth, in one place.

Wealthly is the UK personal finance app for people who want to see exactly where they stand — and exactly where they're heading. Bring savings, ISAs, pensions, property, and vehicles into one private dashboard and watch your wealth take shape month by month.

Everything you own. Everything you owe. One number that matters.

Most apps stop at the bank balance. Wealthly gives you the full picture:

• Cash & savings — current accounts, savings pots, emergency funds
• Investments — ISAs, GIAs, individual holdings
• Pensions — workplace, SIPPs, defined benefit
• Property — values pulled from Land Registry data
• Vehicles — valuations sourced from DVLA records
• Debts — mortgages, loans, credit cards

It's the dashboard you've been building in a spreadsheet, but properly.

Watch your progress, every month.

Wealthly automatically tracks your net worth over time — every month a new data point, every chart a clearer story. See what's growing, what's drifting, and how close you are to your next milestone.

Designed for the way money actually moves.

Built for the UK, by a UK FP&A analyst who got tired of finance apps that ignored ISAs, pensions, and property. Wealthly speaks the language of British money — and treats your data with the privacy it deserves.

Why people choose Wealthly:

✓ One screen, your whole financial picture
✓ Monthly net worth tracking, automatic
✓ Property values from Land Registry
✓ Vehicle values from DVLA
✓ Goal setting and milestone tracking
✓ Beautiful charts that make sense at a glance
✓ Built for the UK market
✓ No ads, ever

Wealthly Premium

Unlock the full experience with Wealthly Premium — property and vehicle auto-valuations, wealth forecasting and what-if scenarios, daily net worth notifications, and valuation history charts. Start with a free trial. Available as a monthly or annual subscription.

Your data, your control.

We're built by Templar Systems Limited, a UK company registered with the Information Commissioner's Office. Your financial data is encrypted in transit, stored securely, and never sold. You can delete your account and all your data at any time.

Privacy policy: https://getwealthly.co.uk/privacy
Terms of service: https://getwealthly.co.uk/terms
Support: [e-mail]

What’s new

This update brings more accurate net worth forecasts, a smoother and more reliable experience across iOS, Android and web, and a range of behind-the-scenes fixes and improvements.