AI-powered wealth, structured the way an analyst would
Every account, every asset, every currency — consolidated into a ledger you fully own. The AI reads your documents; you confirm what enters.
3-day free trial · Cancel anytime · Encrypted at rest · Swiss-built
EU-hosted
Servers run on Hetzner in Germany; analytics ship through PostHog's EU endpoint. No data leaves the European data-residency boundary.
Encrypted at rest
AES-256 encryption on the production database; uploaded documents are per-record encrypted with AES-128-CBC + HMAC-SHA256 versioned keys.
No ad trackers
No Facebook Pixel, no Hotjar, no session recording, no fingerprinting. Google Tag Manager is opt-in and off by default; nothing tracks anyone who hasn't accepted marketing cookies.
GDPR rights honored
Access, portability and erasure requests answered within 30 days. Self-service account deletion built in; the contact form's Privacy & data route covers the rest.
Your dashboard
Co-owned items weight automatically by your share. Linked mortgages, recurring rent and utility bills propagate to every partner's view, in their lens currency.
Welcome back 👋
$5,439,955.56
+1.4% · 1dYour share across 24 assets and 11 debts. Co-owned items are weighted by your ownership percentage.
Total assets
$8,528,541
Total debts
$4,626,000
Overall assets
$12,602,082
This month
+$28,530
Allocation
By country
Cash flow / mo
Swiss Privacy
What you'll have
Six dashboards collapse into one. Ownership splits, multi-currency translation, and historical depth — handled, not patched.
Broker statement, bank export, portfolio screenshot — wlthy's AI parses every line, shows you a preview, and reconciles against your existing holdings before anything is created. Re-imports diff against what's already there (new / updated / silent), so the ledger stays clean.
Your numbers stay yours. Per-record document encryption at rest, TLS 1.2+ in transit, append-only audit log, account-scoped data, Swiss-built with EU data residency. No ads, no data brokers, no behavioural tracking — ever.
Daily snapshots over 1D / 7D / 30D / 90D / 1Y. Sector and country allocation, monthly cash-flow rollups, anomaly detection, SPX / DJI / TSLA benchmarks. Per-asset Claude briefs and portfolio-level AI digests on the Black plan.
The artifact
Every asset, every debt, every ownership share — generated from your live ledger as a signed, dated PDF you can hand to the people who need a document, not a login.
As of 21 May 2026 · prepared by wlthy
Holdings (selected)
| Listed equities · 4 accounts | EUR 1,840,200 |
| Cryptocurrency · 6 positions | EUR 612,400 |
| Real estate · 3 properties | EUR 2,950,000 |
| Cash & equivalents | EUR 318,750 |
| Precious metals · 84 oz Au | EUR 184,600 |
| Private equity (illiquid) | EUR 622,000 |
Verified at
wlthy.io/v/4e9b…f217
Account holder
wlthy · operator
Sample · illustrative figures
FAQ
The seven we hear most. If yours isn't here, the contact form routes to a human within a business day.
Two paths in
One ledger, two ways to begin. Open it yourself, or book a session with the team if your structure asks for one.
Family office · enterprise
Multi-portfolio structures, advisor permissions, consolidated household reporting. We'll show you the moving parts on a call.
Individual · 3-day trial
Drop a broker statement, paste an on-chain wallet, or add assets manually. Under a minute to your first net-worth figure. Cancel anytime.