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Your AI Financial Advisor

Ask anything about your finances. Get intelligent answers backed by your complete financial picture — with charts, tables, and actionable insights.

AI Financial Advisor

Ask Anything About Your Finances

Get answers to the questions that matter most to your financial wellbeing.

How much did I spend on dining last month?
What subscriptions am I paying for?
Can I afford a $50,000 car purchase?
How is my net worth trending?
How much did I spend on dining last month?
What subscriptions am I paying for?
Can I afford a $50,000 car purchase?
How is my net worth trending?
Which credit card gives me the best rewards?
What are my biggest spending categories?
How can I optimize my budget?
Show me my crypto performance this year
Which credit card gives me the best rewards?
What are my biggest spending categories?
How can I optimize my budget?
Show me my crypto performance this year

More Than Just a Chatbot

A truly intelligent financial advisor that understands your complete financial picture.

Understands Your Complete Picture

Banks, crypto, brokerages, real estate, precious metals — all aggregated into a single financial view that the AI deeply understands.

12,000+ banks supported100+ crypto exchanges25+ brokerages

Generates Visual Artifacts

Not just text answers — get spending charts, budget breakdowns, net worth projections, and recommendation tables alongside every response.

Interactive chartsSpending breakdownsTrend analysis

Learns Your Patterns

AI analyzes your spending habits, subscription usage, and financial patterns to deliver proactive insights and alerts before you even ask.

Spending pattern detectionSubscription analysisSavings opportunities

Privacy-First AI

Your data stays encrypted with AES-256-GCM. We never sell or share your financial information. The AI runs on secure infrastructure.

AES-256 encryptionNo data sellingFSRA compliant

How It Works

From connection to conversation in three simple steps.

STEP 01

Connect Your Accounts

Link your bank accounts, crypto exchanges, brokerages, and manually add real estate or precious metals holdings.

STEP 02

AI Analyzes Everything

The Wealthii AI processes your complete financial life — transactions, balances, assets, liabilities, and spending patterns.

STEP 03

Ask Anything, Get Answers

Ask questions in natural language and receive intelligent answers with charts, tables, and actionable recommendations.

Connect Everything

The more accounts you connect, the smarter your AI advisor becomes.

Banks
12,000+
Crypto
100+
Brokerages
25+
Real Estate
Manual
Precious Metals
Manual

Frequently Asked Questions

Available in Whale Plan

Ready to Meet Your AI Financial Advisor?

Join thousands who have transformed their financial lives with intelligent, personalized insights.

No credit card required. Start free and upgrade anytime.