Track It.Invest It.Protect It.
See every account, learn from the professionals you choose, and protect what you've built, with FINA explaining it all in plain English.
A free plan for individuals. Read-only access, and your bank login stays between you and your bank.
Wealth isn't three things.
It's three things, in order
See every dollar. Invest on your terms. Protect what you've built. Most apps hand you a dashboard. WealthTIP gives you the order of operations.
Every dollar you find is a dollar that can go to work. Connect every account, see where your money actually goes, and close the leaks. FINA explains it in plain language. Nobody builds wealth on money they never noticed leaving.
Investing has its own language - accounts, risk, and time horizons. Learn from the professionals you choose, from CFPs and CPAs to advisors and coaches. We explain it in plain language; what you do is your call.
Insurance gaps, estate blind spots, tax exposure, retirement risks: any one of them can undo decades. You choose the professional, you choose what to share, and you start the connection. Protecting what you built is what makes it last.
Professionals set their own fees,
and we take no cut.
Professionals on WealthTIP set their own prices and can show a rate on their profile, so you can see it before you reach out.
The professionals on WealthTIP are independent. We don't employ them or supervise their advice.
For the person, and the professional they choose.
You spot something worth a second opinion. You pick the professional.
Individual
Account
Track your spending, savings goals, and every account, all in one simple place. No financial knowledge required.
- Every account in one view: bank, brokerage, real estate, crypto, debt
- Budget tracking & spending insights
- Follow the professionals who fit your goals, in articles & videos
- Spot insurance gaps & estate blind spots before they cost you
- Free to start
Professional
Account
For advisors, CPAs, attorneys, insurance pros, and coaches. Your fees stay yours, and we don't take a commission or a cut.
- Client roster, notes & engagement tracking
- Publish educational content to grow your audience
- A free plan, with no fee per connection
- Licensed badge: credential confirmed active with the issuing body
Privacy by design
We connect your accounts through Quiltt, a secure bank-aggregation platform. Your bank login credentials go directly to your bank's network; we don't receive them. Everything travels over TLS, the most sensitive fields we hold - your date of birth, your multi-factor secret, the token behind a bank connection - are each individually encrypted, and vault documents are encrypted in your browser before they reach us.