What is the Twealth Index™?

The Twealth Index is our proprietary financial health score that measures your finances across 4 pillars: Cashflow Resilience, Stability & Risk, Wealth Growth, and Behavioral Alpha. It gives you a comprehensive 0-100 score with actionable insights.

How does the AI actually take actions?

When you chat with Twealth AI, it can propose actions like creating savings goals, adding transactions, or setting up bill reminders. You always review and approve these actions before they execute—nothing happens without your consent.

Is my financial data secure?

Absolutely. We use bank-level 256-bit encryption and read-only access through Plaid. We can see your transactions but can never move your money. Your data is never sold to third parties.

What's the difference between Quick and Deep analysis?

Quick analysis (free) gives you instant answers using Gemini. Deep analysis (Pro) uses Claude for more comprehensive, nuanced financial planning with personalized action plans.

Can I use Twealth with my family?

Yes! Our Groups feature lets you create shared savings goals with family or friends. Track progress together, manage contributions, and achieve goals as a team.

Your personal financial assistant

Know your financial health

The Twealth Index™ measures your finances across 4 pillars. Get AI insights that don't just advise—they take action with your approval.

Get your free score See how it works

Bank-level encryption
Read-only access
Free forever plan

4 pillars of financial health

We don't just track numbers. We measure what actually matters for long-term wealth.

Cashflow

Income vs expenses, net cash flow health

Stability

Emergency fund, risk protection, buffer

Growth

Investment activity, wealth building

Behavior

Consistency, discipline, tracking habits

AI that doesn't just advise—it acts

Other apps give you charts. Twealth gives you an AI assistant that proposes real actions—creating goals, tracking bills, optimizing spending—all with your approval.

Chat naturally about your finances
AI proposes actions based on your data
You review and approve—always in control

Everything you need

Powerful features to help you take control of your financial future.

Smart Goals

Set savings goals with deadlines. Track progress and celebrate milestones.

Group Savings

Save together with family or friends. Shared goals, team accountability.

Bill Detection

Auto-detect recurring bills from your transactions. Never miss a payment.

Spending Insights

See where your money goes with automatic categorization.

Wealth Tracking

Monitor your net worth over time. See your financial progress.

Smart Nudges

Timely reminders and suggestions based on your habits.

Simple pricing

Free

Everything to get started

$0/forever

Twealth Index™ score
Quick AI analysis
Unlimited transactions
3 savings goals
Bill detection
Mobile app

Get started free

Pro

For serious wealth builders

$10/month

Everything in Free
Deep AI analysis (Claude)
Unlimited goals
Group savings
Advanced insights
Priority support

Start 14-day trial

Frequently Asked Questions

What is the Twealth Index™?: The Twealth Index is our proprietary financial health score that measures your finances across 4 pillars: Cashflow Resilience, Stability & Risk, Wealth Growth, and Behavioral Alpha. It gives you a comprehensive 0-100 score with actionable insights.
How does the AI actually take actions?: When you chat with Twealth AI, it can propose actions like creating savings goals, adding transactions, or setting up bill reminders. You always review and approve these actions before they execute—nothing happens without your consent.
Is my financial data secure?: Absolutely. We use bank-level 256-bit encryption and read-only access through Plaid. We can see your transactions but can never move your money. Your data is never sold to third parties.
What's the difference between Quick and Deep analysis?: Quick analysis (free) gives you instant answers using Gemini. Deep analysis (Pro) uses Claude for more comprehensive, nuanced financial planning with personalized action plans.
Can I use Twealth with my family?: Yes! Our Groups feature lets you create shared savings goals with family or friends. Track progress together, manage contributions, and achieve goals as a team.

Get your Twealth Index™

Free forever. Connect your accounts and see your financial health score instantly.

Get started free

Bank-level security · No credit card required