Managing money in NYC is complex — high rent, multiple income streams, investment portfolios, and a fast-paced lifestyle. Wealthi AI brings everything together in one smart dashboard.
NYC professionals connect Chase, Citi, Fidelity, Schwab, Robinhood, and all their accounts in one secure dashboard.
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Wealthi AI is ideal for New Yorkers because it handles the complexity of NYC finances — multiple bank accounts, brokerage portfolios, high rent payments, and busy spending patterns. It connects to 5,000+ US banks and brokerages, automatically categorizes transactions from NYC merchants and services, and provides AI-powered insights to help you manage money in one of the world's most expensive cities.
Yes. Wealthi's budgeting features are designed to handle high-cost-of-living cities like New York. Set budgets for rent, MTA/transit, dining, groceries, and entertainment. The AI can analyze your spending patterns and suggest areas where you might save — whether it's identifying cheaper grocery alternatives or spotting forgotten subscriptions.
Yes. Wealthi AI connects to major US brokerages including Fidelity, Charles Schwab, Vanguard, Robinhood, E*TRADE, and more. Track stocks, ETFs, bonds, 401(k), IRA, and Roth IRA balances alongside your bank accounts and credit cards for a complete financial picture.
Absolutely. Many NYC professionals are freelancers or contractors with irregular income and multiple accounts. Wealthi AI aggregates all your accounts, tracks income from various sources, and helps you budget around variable earnings. The AI can answer questions like 'What's my average monthly income?' or 'How do my expenses compare month to month?'
Connect Chase, Bank of America, Wells Fargo, Fidelity, Coinbase, and 5,000+ US financial institutions. Track every dollar across banks, brokerages, and crypto in one secure dashboard.
5,000+ US Banks ConnectedConnect your Chase, Bank of America, Capital One, and other US accounts. See where every dollar goes with automatic transaction categorization and smart budget alerts.
Trusted by American FamiliesConnect your US bank accounts and credit cards. Every transaction is automatically tracked, categorized, and analyzed — from your morning Starbucks to your monthly mortgage.
Connects to All US Brokerages