# Easy Wealth — Family's AI CFO

> Family's AI CFO (iPhone/iPad app by Easy Wealth AI INC.)

- Source: https://appshunter.io/ios/app/easy-wealth/id6816568925 (this page in markdown: same URL + `.md`)
- Developer: [Easy Wealth AI INC](https://appshunter.io/developer/6816568927)
- Category: Finance, Productivity
- Price: Free
- Age rating: 17+
- Requires: iOS 15.0 · 7 MB
- Languages: American English, Chinese (Simplified, China)
- Released: 2026-10-17
- Data updated: 2026-11-06

## What is Easy Wealth?

Easy Wealth is your family's AI CFO. It keeps your books, gets your records ready for tax season, and helps you understand the insurance and retirement products you already own.

AI LEDGER: TAX-READY BOOKS WITHOUT THE BOOKKEEPING
- Connect your bank, snap a receipt, speak a sentence, or import a statement. AI categorizes every transaction for you.
- Household and small-business books in one place, including Schedule C, 1120-S and partnership ledgers.
- A smart review queue puts the items that affect your taxes first: business expenses, income and deductible categories. Everyday spending is handled automatically.
- Monitoring flags duplicate charges, new subscriptions, price increases and unusual payments.
- A weekly summary tells you what changed, what needs attention and what is due soon.

HOLDINGS REVIEW: UNDERSTAND THE POLICY YOU OWN
- Upload a life insurance illustration, annual statement, annuity contract, or IRA / 401(k) statement.
- AI extracts the key terms and scores the holding across growth, risk control, liquidity, manageability and tax efficiency, weighted for your life stage.

NEEDS ANALYSIS
- A guided review of your family, income, assets and goals that estimates life insurance, long-term care, retirement and education funding gaps.

FREE DECODERS AND CALCULATORS
- IUL Decoder: see how face amount, premium, cash value and tax treatment interact, including MEC limits and max funding.
- FIA Decoder: lifetime income scenarios and historical index returns.
- Mortgage, investment, retirement, 529, emergency fund, debt payoff, Social Security and life insurance calculators.

BILINGUAL
Full English and Simplified Chinese support.

INDEPENDENT
We do not sell financial products and receive no commissions.

Easy Wealth AI provides educational information and analysis tools. It is not tax, legal, investment or insurance advice. Consult a licensed professional before making financial decisions.

## Is Easy Wealth safe?

Not enough ratings yet to assess Easy Wealth.

## Is Easy Wealth legit?

Easy Wealth has limited verification signals. The AppsHunter Legitimacy Score for Easy Wealth is 58 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 4 releases)

### 1.0.3 — 2026-11-04

New: AI Tax
• See your tax readiness for each book: household (1040), Schedule C, S corporation (1120-S), partnership (1065) and nonprofit (990)
• AI maps your transactions to tax form lines and flags items that need a CPA
• Upload W-2, 1099 and 1098 forms; AI reads the amounts
• Send your tax package to your accountant and grant read-only access in one step
Plus bug fixes and performance improvements.

### 1.0.2 — 2026-10-29

Improved Chinese search and store listing. Performance and stability improvements.

### 1.0.1 — 2026-10-19

- Signed-in users now land on their personal overview (CFO overview for individuals, dashboard for advisors).
- "Me" tab now opens account settings.
- AI assistant is back, with an "All tools" shortcut on the overview.
- New "About Easy Wealth" entry and smoother scrolling.

### 1.0 — 2026-10-18

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-11-06.*