Everything you need to manage shared finances securely.
See the complete picture — bank accounts, investments, crypto, property, and liabilities. Help family members understand their finances with a clear, unified dashboard.
Monitor your parents' finances without taking over their accounts. Get visibility into their bank balances, bills, and subscriptions so you can help when needed.
Set shared household budgets, track family spending by category, and ensure everyone is aligned on financial goals. Get alerts when spending approaches limits.
Ask the AI about family spending patterns, savings opportunities, and financial goals. Get personalized insights to help the whole family make smarter decisions.
AI detects recurring charges across all family accounts. Spot forgotten subscriptions, identify duplicates, and find savings — especially useful when monitoring for aging parents.
Connect banks from the UAE, USA, and Canada. Link Emirates NBD, ADCB, FAB, Chase, TD, and thousands more — each family member's accounts in one view.
Family spread across countries? Track finances in AED, USD, EUR, GBP, INR, and 20+ currencies with automatic conversion for a unified family picture.
Give each family member the right level of access. View-only for transparency, or edit access for those helping manage accounts. Change permissions anytime.
Track family net worth over time with historical trends. See how assets grow, liabilities decrease, and wealth builds across all connected accounts and wallets.
From Settings → Shared Access, enter a family member's email. Choose their role (Family Member) and whether they get view-only or edit access.
Family members receive an email invitation, create their own free Wealthi AI account, and accept. Each person has their own secure, private login.
Family members can switch to view shared financial data from the dashboard header. Help manage budgets, monitor accounts, or just keep an eye on things.
Wealthi AI is designed for families who want shared financial visibility without compromising on security. Each family member gets their own login while being able to view shared financial data — bank accounts, investments, budgets, and net worth. It's particularly useful for helping aging parents manage their finances or coordinating household budgets between spouses.
Yes. Your parents can invite you to view their Wealthi AI account. With view-only access, you can monitor their bank balances, track their bills and subscriptions, and spot any unusual activity — all without needing their bank passwords. If they grant edit access, you can also help categorize transactions and manage their budget.
Yes. The account owner can invite each family member individually with either view-only or edit access. For example, a spouse might get edit access while an adult child gets view-only access to help monitor finances. Permissions can be changed at any time from Settings.
Yes. Each family member has their own Wealthi AI account with their own email, password, and MFA settings. When someone shares their account with you, you see their financial data through your own authenticated session — your personal profile and credentials are never exposed. The account owner can revoke access at any time.
Each Wealthi AI account can share access with up to 5 people. This covers most family setups — for example, both spouses plus adult children, or parents plus their financial advisor. Each shared user can have different permission levels.