Everyone deserves the financial clarity that used to require a $10,000 advisor.
Wealth OS exists because financial planning is broken. It's fragmented, expensive, and inaccessible. We're using AI to change that — not by replacing advisors, but by giving everyone the tools to understand their own financial future.
Financial clarity shouldn't be a luxury. It should be a right.
Founder Photo Placeholder
(To be provided by founder)
Built by a solo founder using AI.
[Founder Name] built this as a parent of three kids making impossible financial decisions. Should we move to a better school district? Can we afford the mortgage increase? How does a 529 plan affect our taxes? Will we have enough for retirement if we pay for three college educations?
Every decision felt like guessing. Budgeting apps tracked spending but ignored taxes. Investment platforms optimized portfolios but ignored real estate. Tax software calculated this year, not the next 30.
After years of spreadsheets, financial advisors charging $10,000+ annually, and sleepless nights second-guessing major financial decisions, [he/she/they] realized the problem: No tool shows how everything connects.
So [he/she/they] built Wealth OS — an AI financial operating system that sees the big picture. 11 domains, 30-year projections, one intelligent system.
Built with AI orchestration and real-time data. From idea to production in months, not years.
"I built this because choosing between my kids' college fund and our retirement shouldn't feel like rolling dice. Now I can see exactly how every financial decision impacts our family's 30-year future."
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Values that guide every decision.
We're not just building software. We're building a movement toward financial literacy, transparency, and empowerment.
Transparency First
Your data is yours. We show you exactly how our AI makes decisions and never hide our reasoning behind black boxes.
Democratize Wealth
Financial planning shouldn't be a privilege. We're making sophisticated wealth management accessible to everyone.
AI as a Tool
AI should augment human decision-making, not replace it. We build tools that make you smarter, not dependent.
Outcomes, Not Features
We measure success by your financial progress, not by how many features we can cram into the product.
Building in public, accountable to users.
Every feature decision, every algorithm update, every business choice — we document our reasoning and share our learnings with the community.
Built for scale, security, and speed.
Our technology stack is carefully chosen for reliability, performance, and the ability to handle complex financial computations in real-time.
Vellum AI
LLM workflow orchestration for complex financial reasoning
Supabase
Real-time PostgreSQL with Edge Functions
React + TypeScript
Type-safe frontend with modern React patterns
End-to-End Encryption
Data encrypted in transit and at rest
Edge Computing
Global deployment for sub-100ms response times
Real-time Sync
Live updates across all your devices
Architecture Philosophy
AI-First Design
Every component is built to work seamlessly with AI reasoning engines. No retrofitting legacy systems.
Zero-Storage Compliance
Financial projections exist only in your session. No permanent storage of sensitive financial data.
Observability Built-In
Every calculation, every AI decision is logged and traceable. Complete transparency in how your wealth plan is built.
Average API response time
Uptime SLA
Financial domains analyzed
Projection timeline
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