Products
Technology built for financial clarity
Our products combine intelligent technology with connected financial data to help people better understand their money. Designed to simplify modern financial management, they bring everyday finances, investments, and digital assets together into one connected experience.
WealthNX
AI-Powered Wealth Intelligence
Clarity. Control. Confidence.
Track, analyze, and better understand your money with AI-powered insights. Connect supported bank, investment, and cryptocurrency accounts in one platform to see more of your financial information in one place.
WealthNX brings together available financial information into a single, intelligent platform. View your net worth, monitor cash flow, track budgets, analyze portfolio performance, and understand spending patterns—all from one place.
Powered by Wealth Genie, specialized AI assistants help you explore your finances, portfolio, and markets by turning complex financial information into clear, easy-to-understand insights. Whether you're reviewing your spending, monitoring investments, or tracking digital assets, WealthNX helps you stay informed through connected financial data.
Key Features
Everything you need to understand your money.
Connected Accounts
Connect supported bank, brokerage, and cryptocurrency accounts in one platform.
Complete Financial Picture
View net worth, cash flow, budgets, and goals in one connected financial view.
Portfolio Intelligence
Track stocks, ETFs, and cryptocurrency holdings.
AI Market Insights
Analyze portfolio performance and market activity with AI-powered insights.
Money Leak Detection
Identify recurring subscriptions and review spending patterns.
Wealth Genie Assistant
Ask Wealth Genie questions about your available financial information and receive insights based on connected account data.
Privacy-First Architecture
Secure, read-only connections designed to prevent WealthNX from moving money or making changes to connected accounts.
Security
Built with security at its core.
Secure Flow Protocol
Our financial core connects strictly via institutional read-only data vectors. We store no credentials locally, protecting you against unauthorized mutations or fund actions.
- 256-bit Encryption
Bank-grade standards for data in transit and at rest.
- Read-Only Access
Data streams can only be observed, never altered or transacted.
- ISO 27001 Compliant
Independently audited operational security controls.
Understand your money. Make smarter decisions.
Explore WealthNX and bring your financial world together in one intelligent platform.