# WealthNest.AI: Family Office — AI Net Worth & Wealth Tracker > AI-powered family wealth tracker and financial planning hub for Indian households. (iPhone/iPad app by Tatvartha WealthNest AI Pvt Ltd.) - Source: https://appshunter.io/ios/app/wealthnestai-family-office/id6757753223 (this page in markdown: same URL + `.md`) - Developer: [Tatvartha WealthNest AI Pvt Ltd](https://appshunter.io/developer/1868680618) - Category: Finance, Utilities - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 15.0 · 45 MB - Languages: American English - Released: 2026-08-03 - Data updated: 2026-09-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wealthnestai-family-office/id6757753223/reviews.md ## What is WealthNest.AI? WealthNest.AI is a personalized family office in your pocket, built for Indian families. Managing your family's wealth should not mean juggling multiple apps, statements and spreadsheets. WealthNest.AI securely brings your family's investments, insurance, income tax and inheritance into one place, with AI-driven insights and access to specialists when you need them. ONE APP. YOUR COMPLETE FAMILY WEALTH VIEW Track your family's financial life across: • Mutual Funds • Stocks and ETFs • Bank Accounts • Fixed and Recurring Deposits • EPF and NPS • Bonds • REITs and InvITs • Gold and Silver • Property and Vehicles • Life and General Insurance • Loans and Credit Cards AI-POWERED SMART INSIGHTS Seeing your wealth is the starting point. WealthNest helps you understand it. Investments Monitor performance across asset classes, spot concentration risk and stay on top of your portfolio. Insurance Understand whether your family is adequately protected and identify coverage gaps. SPECIALIST SERVICES, REQUESTED FROM THE APP Some decisions need a specialist. WealthNest connects you to one without the search. Income Tax Share your requirement in the app and our qualified tax team takes it from there, from planning through filing. Inheritance Share your requirement in the app and our qualified team handles succession planning, nominations and the paperwork that protects the next generation. Portfolio Management Services Register your interest in the app and our team will walk you through professionally managed portfolio options. You share your details in the app. Everything after that is handled by our team of qualified legal, tax and investment professionals. In-app tracking for these services is coming soon. BUILT FOR THE WHOLE FAMILY Most personal finance apps stop at the individual. WealthNest works at the household level. • View your family's complete net worth in one place • See each member's contribution to the family portfolio • Track assets and liabilities together • Make financial decisions with the full picture in front of you SECURE BY DESIGN WealthNest connects your accounts through India's RBI-regulated Account Aggregator framework. You choose what to share, and you can withdraw consent at any time. • 256-bit encryption in transit and at rest • Consent-based account access • No human access to your financial data • Processed in sandboxed AI environments and never shared with public AI models WHY FAMILIES CHOOSE WEALTHNEST • One secure place for your family's entire wealth • AI insights across your investments and insurance • Access to specialists for tax, inheritance and portfolio management • A family office experience without a family office price tag • Built for Indian households, Indian assets and Indian tax realities Download WealthNest.AI and see your family's complete financial picture in one place. One app. One family. One complete financial picture. WealthNest.AI is operated by Tatvartha Wealthnest AI Pvt Ltd, SEBI Registered Investment Adviser INA000022464. ## Key features - Consolidated view of family finances - AI-driven investment and insurance insights - Access to tax and inheritance specialists - Secure account aggregation - Household-level financial tracking - Portfolio performance monitoring ## Frequently asked questions about WealthNest.AI ### 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. ## Version history (last 3 releases) ### 2.0.23 — 2026-08-18 - 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. ### 2.0.22 — 2026-08-18 What's new - Track your Gold & Silver: Add your gold and silver holdings to see them alongside the rest of your portfolio and get a complete picture of your net worth. - Add your Property: Bring real estate into the mix. Track your property assets in one place and watch your full wealth story come together. ### 2.0.19 — 2026-08-03 No release notes. ## Related topics [ai wealth tracker](https://appshunter.io/ios/topics/ai-wealth-tracker) --- *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 2026-09-01.*