01
Know the whole money picture
Bring net worth, cash flow, spending, debt, investments, and family goals into one calm, shared vault.
Money talks, minus the awkward part
Build wealth. Buy back time.
Wealthnest is the family wealth OS that turns scattered money data into a clear plan—so you can save, earn, grow, and make more room for life.
Self-serve from day one. No coaching calls or sales pitch.
The family question
“Can we afford this?”
Our founder promises
Built for real family life—not finance theater.
No fake certainty
Clear calculations, visible assumptions, and useful scenarios—not magic predictions.
No homework avalanche
Guided onboarding, automated reports, and AI explanations keep the work manageable.
One shared system
From “where did it go?” to “here’s what’s next.”
Wealthnest connects today’s numbers to tomorrow’s choices, without making your family become a finance department.
02
Find your next best move
Use the AI Money Copilot to understand what changed, spot expense leaks, explore ways to earn, and test investing decisions.
03
Turn wealth into time
Calculate your freedom number, financial runway, and time-back budget—then track progress without another spreadsheet night.
Automated wealth reports
Monthly snapshots. Quarterly reviews. Annual resets.
See progress, opportunities, projections, and next actions on a rhythm your family can actually keep.
3
numbers that matter
Freedom, runway, and time-back.
Straightforward membership
Choose how deep you want to go.
Start with the complete family wealth foundation. Go Pro when you want more scenarios, projections, and family access.
Richer Together Membership
$19 / month
The complete everyday wealth system for one family.
- Family Wealth Vault
- AI Money Copilot
- Net worth and cash flow dashboards
- Money Opportunity Engine
- Freedom, runway, and time-back calculators
- Automated wealth reports and goals
More room to model
Richer Together Pro
$39 / month
For families making bigger decisions with more moving parts.
- Everything in Membership
- Advanced AI analysis
- Scenario planning
- Advanced wealth projections
- Multiple financial scenarios
- Additional family members
Good questions
Before you bring money home
Your money has a job
Let it build the life you actually want.
Put your family’s numbers, questions, and goals in one nest—and take the next step together.