Wealthbeat
Features illustration
Your Wealth.
Our tools.working
Your Way.
finallytogether!

Built for busy professionals, growing families, and anyone who wants their money working. If you can think it, we've built it.

Every tool to manage
your financial future.
Powerful suite of intelligent tools that simplifies your financial management for clarity and control.

One number that tells the whole story.

We analyse your spending habits, debt load, savings rate, and investment growth, then give you a single score out of 1,000 with breakdown of exactly what's helping and what's hurting.

Financial health score mobile mockup
No guess work,
just pure genius!
119Spendingof 250
164Debtof 200
93Investof 150
107Savingsof 200
60Goalsof 200
Reduce dining spend by $40 — save $520/yrRecommendation
Cancel 2 of 3 duplicate subscriptions — save $20/moAction
Groceries 18% over plan — try a weekly meal budgetRecommendation
Set a $50 weekend cap to hit your monthly goalAction
Coffee at $67 exceeds your weekly target by $17Alert
Switch utility provider — estimated $35/mo savingsRecommendation
Reduce dining spend by $40 — save $520/yrRecommendation
Cancel 2 of 3 duplicate subscriptions — save $20/moAction
Groceries 18% over plan — try a weekly meal budgetRecommendation
Set a $50 weekend cap to hit your monthly goalAction
Coffee at $67 exceeds your weekly target by $17Alert
Switch utility provider — estimated $35/mo savingsRecommendation
Rebalance your portfolio for a +2.1% projected gainRecommendation
Emergency fund 78% complete — up $50/mo to finishAction
Portfolio lagged S&P 500 by 3.2% — review allocationsReview
Add $200/mo to your goal and finish 6 months earlyAction
A 4.8% APY account matches your savings profileOpportunity
$500 idle in chequing — move to high-yield savingsRecommendation
Rebalance your portfolio for a +2.1% projected gainRecommendation
Emergency fund 78% complete — up $50/mo to finishAction
Portfolio lagged S&P 500 by 3.2% — review allocationsReview
Add $200/mo to your goal and finish 6 months earlyAction
A 4.8% APY account matches your savings profileOpportunity
$500 idle in chequing — move to high-yield savingsRecommendation
Pay $150 extra on your loan and save $430 in interestRecommendation
Bring credit utilisation to 29% to boost your scoreAction
Net worth grew +6.4% this quarter — you're on trackInsight
Refinancing your mortgage could free up $180/moOpportunity
At this pace your loan clears in 14 monthsInsight
Drop utilisation 4% — earn +22 pts on your scoreRecommendation
Pay $150 extra on your loan and save $430 in interestRecommendation
Bring credit utilisation to 29% to boost your scoreAction
Net worth grew +6.4% this quarter — you're on trackInsight
Refinancing your mortgage could free up $180/moOpportunity
At this pace your loan clears in 14 monthsInsight
Drop utilisation 4% — earn +22 pts on your scoreRecommendation
Choose from a range of companies to invest.
microsoft.com
stripe.com
google.com
amazon.com
apple.com
mastercard.com
coinbase.com

Invest with confidence. For every family.

Get a consolidated view of investment accounts with growth projections and performance summaries to optimize your portfolio returns.

Investment mobile mockup

Smart Financial Tracking.

Track your income and expenses in one place and review categorized spending summaries to understand your financial habits better.

Smart financial tracking mobile mockup
Keep in the flow...
Manage every spending.
Design Contract
Purchase
+$12,350
Walmart Grocery
Purchase
-$156.72
Target Shopping
Purchase
-$89.10
Costco Membership
Purchase
-$65.00
Creative Suite
Purchase
-$25.00
Slack Pro
Purchase
-$7.25
Stripe Payout
Purchase
+$890.00
Samsung Purchase
Purchase
-$1,299
Design Contract
Purchase
+$12,350
Walmart Grocery
Purchase
-$156.72
Target Shopping
Purchase
-$89.10
Costco Membership
Purchase
-$65.00
Creative Suite
Purchase
-$25.00
Slack Pro
Purchase
-$7.25
Stripe Payout
Purchase
+$890.00
Samsung Purchase
Purchase
-$1,299
UpWork Escrow P...
Purchase
+$2,350
Spotify Family
Purchase
-$16.99
Zoom Pro
Purchase
-$15.99
GitHub Copilot
Purchase
-$10.00
Notion Team
Purchase
-$16.00
Netflix Premium
Purchase
-$22.99
Figma Starter
Purchase
-$12.00
Dropbox Plus
Purchase
-$11.99
UpWork Escrow P...
Purchase
+$2,350
Spotify Family
Purchase
-$16.99
Zoom Pro
Purchase
-$15.99
GitHub Copilot
Purchase
-$10.00
Notion Team
Purchase
-$16.00
Netflix Premium
Purchase
-$22.99
Figma Starter
Purchase
-$12.00
Dropbox Plus
Purchase
-$11.99
Spotify Premium
Purchase
-$5.23
Netflix Subscription
Purchase
-$15.99
Amazon Order
Purchase
-$47.82
McDonalds ea...
Purchase
-$11.99
Uber ride moneyback
Purchase
+$12.75
DoorDash Delivery
Purchase
-$28.40
Starbucks Coffee
Purchase
-$6.75
Apple App Store
Purchase
-$9.99
Spotify Premium
Purchase
-$5.23
Netflix Subscription
Purchase
-$15.99
Amazon Order
Purchase
-$47.82
McDonalds ea...
Purchase
-$11.99
Uber ride moneyback
Purchase
+$12.75
DoorDash Delivery
Purchase
-$28.40
Starbucks Coffee
Purchase
-$6.75
Apple App Store
Purchase
-$9.99
TESLA model 12...
Purchase
-$37,500
Shopify Sales
Purchase
+$1,250
PayPal Transfer
Purchase
+$320.00
Google Workspace
Purchase
-$12.00
Microsoft 365
Purchase
-$9.99
Payment for Uber ride
Purchase
-$0.25
Airbnb Stay
Purchase
-$420.00
LinkedIn Premium
Purchase
-$39.99
TESLA model 12...
Purchase
-$37,500
Shopify Sales
Purchase
+$1,250
PayPal Transfer
Purchase
+$320.00
Google Workspace
Purchase
-$12.00
Microsoft 365
Purchase
-$9.99
Payment for Uber ride
Purchase
-$0.25
Airbnb Stay
Purchase
-$420.00
LinkedIn Premium
Purchase
-$39.99
They say a picture makes memories. Money does too.
Let's help you tell your story!
Travel Charges
Travel ChargesDue Mar 5
$102.00
Mortgage
MortgageDue Mar 16
$30,325.15
Auto Loan
Auto LoanDue Mar 16
$15,000.00

Liabilities and Debt Resolution.

Get a clear payoff plan on your financial freedom. Your loans, credit cards, and more, all decluttered with smart insight, pressure replaced with suggestions.

Liability image mockup

Set budgets & control your spendings.

Set limits across every spending category and track your progress in real time. Can’t do that? Our AI creates a clear plan that works with you, not against you, at the push of a button.

Budget tracking mobile mockup
Budgeting should not be hard. We made it even simpler.
Budget made easier
Your friendly neighbourhood Spiderman pocket financial advisor
Financial advisor

AI-Driven Insights and Recommendations.

Most apps tell you what happened. We tell you what to do about it. From reducing a spending category to adjusting your savings rate.

AI-Driven Insights image mockup

Your money has a story:

Let's help you tell it!

Frequently Asked Questions

Have questions about the platform or mastering your finances?

Wealthbeat is an AI-powered financial health partner that brings all your accounts — banking, investments, and liabilities — into one unified view. It scores your financial health, tracks your progress, and gives you personalized recommendations so you always know where you stand and what to do next.