EdWealth

EdWealth is an AI-powered financial advisor that connects to your brokerage, bank, and investment accounts to give you a clear picture of your money. Instead of just tracking spending, it analyzes your full financial situation — cash, stocks, debt, and assets — and produces a Money Diagnosis that shows what's working, what's at risk, and what to do next. The tool is designed for people who earn well but feel like they're not building wealth as fast as they should. It's a second opinion that isn't trying to sell you anything.

The process starts with a free Money Diagnosis. You link your accounts through bank-grade connections (Plaid, SnapTrade, Gemini, and others), and EdWealth reads your entire position in context. It knows the difference between an emergency fund and money waiting for a decision. From there, you get an Investment Health Report that flags concentration risk, idle cash, and unnecessary fees. The Next Move Plan gives you an actionable, living plan that updates as your situation changes. Goal Desk shows your trajectory toward specific goals — a house, retirement, a business — so you can see progress over time. You can also chat with EdWealth to ask specific questions and get straight answers without jargon.

EdWealth works best for people with a "clarity problem" rather than a "complexity problem" — high earners, freelancers with variable income, and anyone whose net worth is tied up in a single company stock. It's also useful for investors who want ongoing monitoring without hiring a human advisor. The tool is private by design: subscription-paid, no commissions, no ads, and no data selling. If you're looking for a system that goes beyond budgeting apps and robo-advisors, EdWealth gives you a personal money person that actually watches your back.