WealthMgr
All-in-one wealth management platform

Master Your Wealth, Plan Your Future

Track net worth, manage finances, and achieve financial independence with powerful automation, real-time insights, and AI-powered integrations.

Real-time tracking
Bank-level security
✓ Free tier available

Built for Every Financial Goal

Whether you're managing daily expenses or planning for financial independence, WealthMgr adapts to your needs.

Home Finances

Track income, expenses, and budgets across all your accounts in one unified dashboard.

Asset Tracking

Monitor investments, real estate, and valuables with real-time updates and historical trends.

Future Projections

Visualize your financial trajectory with scenario planning and predictive analytics.

FIRE Planning

Calculate and track your path to Financial Independence, Retire Early with precision tools.

Powerful Features for Complete Control

Advanced automation and AI-powered tools to streamline your financial management workflow.

Open API

Custom synchronization with your financial tools and services. Build integrations that work exactly how you need them.

Smart Alerts

Get notified about important changes, thresholds, and anomalies. Stay informed without checking constantly.

Duplicate Review

Intelligent detection and management of duplicate transactions. Keep your data clean automatically.

Automation Rules

Create rules to automatically categorize and manage transactions. Save hours of manual bookkeeping.

Choose Your Plan

Start free and scale as your wealth grows. All paid plans include MCP integration assistant.

Free

Perfect for getting started with wealth tracking

$0 /month
  • Net worth up to $100k
  • 100 monthly transactions
  • Basic tracking & reports
  • Mobile & web access
  • Community support
Most Popular

Personal

For individuals growing their wealth

$5 /month
  • Net worth up to $500k
  • 300 monthly transactions
  • API access
  • Smart alerts
  • MCP integration assistant
  • Priority email support

Professional

For serious investors and planners

$15 /month
  • Net worth over $500k
  • 500 monthly transactions
  • Advanced automation rules
  • Future projections
  • MCP integration assistant
  • Priority support

Enterprise

For high net worth individuals and teams

$30 /month
  • Unlimited net worth
  • Unlimited transactions
  • Dedicated support
  • Custom integrations
  • MCP integration assistant
  • Priority features
  • SLA guarantee

MCP Integration Assistant: All paid plans include access to an AI-powered integration assistant that helps you build custom synchronizations using coding agents.

Trusted by Financial Planners

See what our users have to say about WealthMgr

"WealthMgr helped me reach my FIRE goal 3 years ahead of schedule. The projections feature is incredibly accurate and motivating."

SC

Sarah Chen

Software Engineer

"Managing multiple properties and investments was chaos. Now I see my complete financial picture in real-time. The API integration is a game-changer."

MR

Michael Rodriguez

Real Estate Investor

"I recommend WealthMgr to all my clients. The automated rules save hours of bookkeeping, and the duplicate detection is flawless."

ET

Emily Thompson

Financial Advisor

Frequently Asked Questions

Find answers to common questions about WealthMgr

Still have questions? Contact us