Track It. Invest It. Protect It.
Three simple tabs, one clear picture of your money. WealthTIP brings your whole financial life together, helps you learn from the pros and coaches you choose, and keeps you ahead of what could go wrong. It's free to start, and you decide what's shared and with whom.
Start for Free →See everything in one place
Connect every account (bank, brokerage, real estate, crypto, and debt) into one live dashboard. Watch your net worth, spending, and savings goals update in real time. FINA, the plain-language read-out built into every screen, explains what it all means and flags gaps you didn't know to ask about. No spreadsheets, no jargon.
Learn from pros and coaches
A feed of articles, videos, and market commentary from CFPs, CPAs, advisors, and coaches. Follow the pros and coaches who fit your goals, and connect directly when you're ready. It's educational: we help you understand your options, and we don't tell you what to do with your money.
Stay ahead of what could go wrong
Insurance gaps, estate blind spots, tax exposure, retirement risks: surfaced before they become problems. When you want help, you choose the professional, you choose exactly what to share, and you start the connection.