MyWealthApp gives you a complete picture of your financial life in one intuitive dashboard. Track your full net worth by connecting all your accounts — banks, investments, and crypto — then watch your progress over time with detailed drill-down views into any account or category. Visualize your portfolio with diversification charts to see exactly
how your assets are spread across sectors, asset classes, and geographies. Monitor your exposure to specific stocks, industries, or risk factors with clear exposure analysis. Set personalized budgets to manage spending, get real-time market updates on your portfolio, and receive insights from an AI-powered assistant that helps you understand your finances and make smarter decisions. Whether you’re planning for retirement, saving for a goal, or just want to know where your money goes, MyWealthApp makes it simple.
Additional Info
| Bootstrapped or Raised? | Other |
| Year Founded | 2025 |
| Company Tagline | Take complete control of your wealth. One dashboard for all your investments & assets. |
| Hiring | No |
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MyWealthApp.ca


