WealthNest.AI: Family Office
AI Net Worth & Wealth Tracker
About
This app consolidates all your family's financial assets, including investments, insurance, and loans, into a single, secure platform. It offers AI-driven insights to help you understand your wealth and provides access to specialists for tax and inheritance planning.
What's New in WealthNest.AI
2.0.23
August 18, 2026
- Choose what to import: When you import your CAS statement, you can now pick exactly which asset types to bring in, instead of importing everything. - Easier Add button: We've moved the Add button and cleaned up how it works, so adding assets is quicker to reach and simpler to use.
MoreFAQ
What financial assets can I track with WealthNest?
WealthNest allows you to track a comprehensive range of assets including Mutual Funds, Stocks, ETFs, Bank Accounts, Fixed and Recurring Deposits, EPF, NPS, Bonds, REITs, InvITs, Gold, Silver, Property, Vehicles, Life and General Insurance, Loans, and Credit Cards.
How does WealthNest ensure the security of my financial data?
WealthNest utilizes India's RBI-regulated Account Aggregator framework for secure connections. It employs 256-bit encryption in transit and at rest, uses consent-based account access, and ensures no human access to your financial data.
Can I get help with tax and inheritance planning through WealthNest?
Yes, WealthNest connects you with qualified specialists for income tax planning and filing, as well as inheritance and succession planning. You can share your requirements within the app, and their team will handle the process.
Is WealthNest suitable for managing individual finances or just family finances?
WealthNest is specifically built for household-level management. It allows you to view your family's complete net worth, see each member's contribution, and track assets and liabilities together, providing a full picture for the entire family.
What kind of AI insights does WealthNest provide?
WealthNest offers AI-powered insights to help you understand your wealth better. This includes monitoring investment performance across asset classes, identifying concentration risk in your portfolio, and assessing whether your family is adequately protected by insurance coverage.
What devices does WealthNest support?
WealthNest is available on iPhone, iPad, and iPod, indicating compatibility with Apple's iOS ecosystem.
How often is WealthNest updated?
The latest version of WealthNest is 2.0.23, and it was last updated on August 18, 2026. This suggests a relatively frequent update cycle for the application.
Does WealthNest offer portfolio management services?
Yes, WealthNest can connect you with specialists for professionally managed portfolio options. You can register your interest within the app, and their team will guide you through the process.