WealthWeave brings your whole financial life into one clear picture — accounts, spending, net worth, budgets, and goals — and pairs it with an AI coach that actually understands your numbers.

Link your bank accounts securely and WealthWeave does the rest: categorizing transactions, tracking your net worth over time, and showing you where your money really goes each month.

WHAT YOU CAN DO

Connect your accounts
Securely link checking, savings, credit cards, and investment accounts through Plaid. Balances and transactions update automatically, so your dashboard is always current.

See your net worth
Watch your complete financial picture in one place — assets, balances, and spending trends — updated as your accounts change.

Understand your spending
Transactions are automatically sorted into categories so you can see your top spending areas, month-to-month trends, and where you can cut back.

Build a budget that fits you
Generate a personalized budget from your real spending history, then adjust it to match your goals.

Set and track goals
Create savings goals with target amounts and dates, and track your progress toward each one.

Get AI-powered coaching
Ask questions about your finances in plain language and get clear, specific answers based on your actual accounts — not generic advice. Get personalized insights that highlight what's changing in your spending and net worth.

BUILT WITH PRIVACY IN MIND

Your privacy is a priority. AI features send financial data to a third-party AI provider (Google Gemini) only after you give explicit in-app consent, and you're shown exactly what's shared before anything is sent. Your bank and account names are never included. Your name, email, account numbers, and bank login credentials are never sent to the AI. Data is not used to train AI models.

You can turn AI features off anytime in Settings — your accounts stay linked and everything else keeps working. You can unlink your accounts and request deletion of your data at any time.

WealthWeave is a financial management tool that helps you understand and organize your money. It does not provide investment, tax, or legal advice.

Start seeing your money clearly. Download WealthWeave today.

• Financial goals — set targets and track your progress toward them

• Budget Center — plan and manage your monthly budget

• AI insights & coaching — get personalized, AI-driven financial guidance

• Live market data — follow the markets that matter to you

• Cash flow view — visualize income and expenses over time
SECURE BY DESIGN

WealthWeave uses bank-level security and connects to your accounts through trusted, read-only connections. We never move or hold your money — WealthWeave is a tool for understanding and planning, giving you insight without ever touching your funds.
Start building lasting wealth with a clearer view of your finances today.

WealthWeave LLC

Additional Information