Personalized for you
Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money.

Secure your financial life
In addition to being read-only, Wealthica offers a Two-Factor Authentication and uses bank-level security to consolidate all your investment portfolios in a single dashboard.

Accurately assess fees
Investment fees quickly add up. Management fee, transaction fee, custodian fee. Wealthica allows you to analyze and track how fees will affect your portfolio performance over time.