Wealthgrade

Empowering your financial journey through community and comparison.

Paid

Description

Wealthgrade is a pioneering financial technology social platform that consolidates all your bank, trading, and brokerage accounts, giving you a comprehensive view of your financial status in one secure place. The platform enables users to benchmark their financial progress against others while fostering a collaborative community to reduce financial anxiety and inspire growth.

Through secure integration using Plaid, Wealthgrade ensures privacy and security while offering a unique social network where members can chat, share ideas, and build lasting financial confidence.

Key Features

Account Aggregation: Connects bank, trading, and brokerage accounts for a unified financial view
Financial Benchmarking: Ranks and compares your consolidated financial snapshot with other users
Social Community: Offers chat, posting, and friendships to motivate financial growth
Portfolio Tracking: Tracks total portfolio performance and relative ranking over time
Secure Authentication: Uses Plaid Technologies for secure and private account authentication
Data Privacy: Only views balances for ranking without access to credentials or account actions

Use Cases

Aggregating and visualizing all personal financial accounts in one app
Benchmarking personal finances against community averages
Reducing financial anxiety through informed comparisons
Motivating financial growth via a social network
Exploring financial strategies within a community of peers

Frequently Asked Questions

Why Should I Use Wealthgrade?

Wealthgrade is a revolutionary platform that lets you transparently understand how your consolidated financial snapshot compares to others. Wouldn’t it be great to finally get rid of financial anxiety? We think so too!

How Does Wealthgrade Work?

Once your accounts are on Wealthgrade, you can track your total portfolio performance. You can also see how your relative ranking changes over time to let you know how you stack up to other Wealthgrade users.

How Much Does Wealthgrade Cost?

Wealthgrade costs only $4.99/month. Less than $60/year to finally remove financial anxiety and build a brighter financial future.

Is Wealthgrade Safe?

Yes. Wealthgrade authenticates your accounts with existing banks, brokerages, and other sources of capital so your data remains secure. Wealthgrade uses Plaid Technologies to authenticate your accounts without seeing your account credentials, letting you confidently add your accounts, securely and privately. Plaid employs end-to-end encryption and tokenization for data security. Wealthgrade can’t do anything to your bank accounts or brokerage accounts and only views balance figures for ranking.

What Accounts Can I Add to Wealthgrade?

Wealthgrade lets you add your bank accounts, trading accounts, brokerage accounts, and more so you can see a holistic snapshot of your financial wellness in a single app.