Turn your finances
into a clear,
actionable financial future.

Track everything in one place — from day-to-day spending to investments and liabilities — and get a real financial health score, AI insights, and personalized guidance to help you grow, plan, and achieve your goals.

Start your free trial

Discover more

Financial

Health

Partner

Every account type.
Managed in one place.

Track daily spending, watch your portfolio grow, or stay on top of what you owe — everything organized into three clear categories, so nothing falls through the cracks.

D2D Banking

Chequing accounts, savings accounts, and credit cards — all in one view. See your balances update in real time, track where your money is going, and spot spending patterns before they become problems.

Investments

Connect your investment accounts and get a consolidated view of your entire portfolio — holdings, performance, growth over time, and how you stack up against benchmarks like the S&P 500.

Liabilities

Loans, credit card balances, lines of credit. Stay on top of what you owe, monitor how your debt is trending, and get recommendations that help you pay it down faster.

Explore freely.
Connect once ready.

Not ready to link your bank just yet? Start with a demo account and explore everything Wealthbeat has to offer. Your score, your dashboard, your AI recommendations, all preloaded with realistic sample data.

Not sure where to start?

Start with demo account

Explore the full Wealthbeat experience with preloaded sample data - No bank connection required. See exactly how your dashboard, score, and recommendations will look beforehand.

Confident enough?
Switch to a real account

Connect your actual bank, investment, and liability accounts securely. Get your true Financial Health Score, real AI-powered recommendations, and a live view of your complete financial picture - updated automatically, every day.

Get up and running...

in less than 5 minutes.

Frequently Asked Questions

Have questions about the platform or mastering your finances?

General FAQs

Everything you need to know about our platform and how it works. Can't find an answer? Contact our team.

Account & Setup

Step-by-step answers to help you get connected and up and running.

Security & Privacy

Understand exactly how we protect your data and keep your finances safe.

Features & Usage

Learn how to get the most out of every tool Wealthbeat has to offer.

Billing & Subscription

Clear answers on pricing, trials, payments, and cancellations.

Support

Find out how and where to get help whenever you need it.

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.