Because who doesn’t want to be Wealthea

Wealthea helps you effortlessly track all your financial accounts and calculate your net worth, empowering you to take control and grow your wealth with confidence.

Its like an EA, for your Wealth

Wealthea takes on the burden of managing your wealth

Comprehensive Account Tracking

Monitor all your financial accounts in one place to gain a clear picture of your current wealth status – without having to connect your accounts and share your data

Effortless Net Worth Calculation

Automatically calculate your net worth with up-to-date data, helping you make informed financial decisions

Empower Your Financial Future

Take control of your financial growth with insights that inspire smarter saving and investing habits

Your Wealth. Your Way

Choose from a selection of categories, or add your own

Comprehensive Account Tracking

Monitor all your financial accounts in one place to gain a clear picture of your current wealth status – without having to connect your accounts and share your data

Effortless Net Worth Calculation

Automatically calculate your net worth with up-to-date data, helping you make informed financial decisions

Empower Your Financial Future

Take control of your financial growth with insights that inspire smarter saving and investing habits

Wealthea to Wealthier

Explore Wealthea’s powerful financial tools

Add all Your Accounts

From Assets like Bank Accounts, Savings, Investments and Pensions, through to Liabilities like Credit Cards, Mortgages and Loans

View Your Net Worth

Instantly see your net worth with live updates.

Set Account Goals

Let Wealthea inform you as to daily/monthly targets to meet your goals

Secure Data Protection

No need to connect any of your accounts letting you stay in control of your data

Intuitive User Experience

Manage finances easily with our user-friendly design

Getting Started

Discover how Wealthea empowers you to monitor all your finances in one place and build your wealth with ease.

1

Step One: Add All Your Accounts

Add any accounts you have in the Accounts Dashboard to gain a complete financial picture of all your Assets & Liabilities

2

Step Two: Track Your Net Worth

Wealthea automatically calculates your net worth, helping you understand your financial growth over time.

3

Step Three: Plan and Grow

Set Goals, track your interest and let Wealthea keep you informed how you’re tracking against your goals

Blog

Explore expert tips, financial strategies, and wealth-building advice to empower your money management journey.

Ready to be Wealthea?

Join Wealthea today to effortlessly track your finances and watch your wealth grow