Description
EdWealth is an AI money app built around Ed, a personal 'money person' that reads your full financial picture and shows how to build wealth from what you already earn. You link your accounts once in read-only mode, run a Money Diagnosis, and walk away with a clear, plain-English read on where you stand and a ranked list of what matters most, plus a concrete next move.
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Ed is designed to go beyond tracking: it looks for money quietly leaking away — idle cash, unnecessary fees, avoidable tax — and shows where it should be working instead. It reads holdings in context, flags concentration and exposure, sets goals in plain language, and keeps watching after the diagnosis with an Investment Health Report, a Next Move Plan and a Goal Desk. Ed is aimed at professionals, founders and high earners with money spread across accounts, including those with RSUs and equity comp.
Ed is not a licensed financial advisor and does not tell users what to buy or sell — it provides a private second opinion. Connections are bank-grade and read-only, so Ed can never move, withdraw or trade funds. A Money Diagnosis and opening read are available at no cost on the free Hello Ed tier, with goals and the full wealth plan on Ed Complete.
- CategoryPersonal Finance Assistants
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb, iOS, Android
EdWealth's Core Features
Free Money Diagnosis of your net worth and financial position
Read-only account linking via your broker with bank-grade security
Plain-English second opinion on your money and investments
Investment Health Report flagging concentration, exposure and idle cash
Next Move Plan with a ranked list of what matters most
Goal Desk to set goals in plain language and track progress
Ongoing monitoring that flags issues when something needs you
Chat with Ed for a straight read on your finances
How to use EdWealth?
Link your accounts: Connect your accounts once, securely and read-only, authorizing on your broker's site.
Run a Money Diagnosis: Let Ed read your full position and diagnose where your net worth stands, usually in a few minutes.
Review your plan: Get a ranked list of what matters and a first step you can act on today.
Set a goal and stay watched: Tell Ed a goal in plain language and let it keep monitoring your progress.
EdWealth's Use Cases
- Financial check-up
- Find money leaks
- Manage equity comp
- Plan toward a goal
