Wealthbeat
Your Wealth.
Our toolsWorking
Features illustration
Your Way.
FinallyTogether!

Built for busy professionals, growing families, and anyone who wants better money clarity. If you can think it, Wealthbeat can help you do it.

Features
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,
or
just pure genius!
Spotify Premium
Purchase
-$5.23
McDonalds ea...
Purchase
-$11.99
Uber ride moneyback
Purchase
+$12.75
Payment for Uber ride
Purchase
-$0.25
Design Contract
Purchase
+$12,350
TESLA model 12...
Purchase
-$37,500
UpWork Escrow P...
Purchase
+$2,350
Creative Suite Subscri...
Purchase
-$25
MS
SAN
FR
AMZ
APL
CB
CB2
Choose from a range of companies to invest.
Mutual funds
Bonds
Index funds
Commodities
Equity
RRSP
TFSA
FHSA
Cryptocurrency
ETS

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
No guess work,
or
just pure genius!
Spotify Premium
Purchase
-$5.23
McDonalds ea...
Purchase
-$11.99
Uber ride moneyback
Purchase
+$12.75
Payment for Uber ride
Purchase
-$0.25
Design Contract
Purchase
+$12,350
TESLA model 12...
Purchase
-$37,500
UpWork Escrow P...
Purchase
+$2,350
Creative Suite Subscri...
Purchase
-$25
Travel Charges
Credit Cards
Due Mar 5
$102.00
Mortgage
Mortgages
Due Mar 16
$30,325.15
Auto Loan
Mortgages
Due Mar 16
$15,000.00
They say a picture makes memories. Money does too.
Let's help you tell your story.

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.
Set Category & Subcategory Budgets

Set budget limits at the category level, or expand to set individual subcategory budgets.

Optimize your budget with AI

We found opportunities across 12 categories to improve your budget

Budget Coach Suggestions
Your friendly neighbourhood Spiderman pocket 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?

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.