# WealthY - Your Advisor

> WealthY - Your Advisor (iPhone/iPad app by Dylan Young.)

- Source: https://appshunter.io/ios/app/wealthy-your-advisor/id6808065270 (this page in markdown: same URL + `.md`)
- Developer: [Dylan Young](https://appshunter.io/developer/6808065272)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 20 MB
- Languages: American English
- Released: 2026-11-09
- Data updated: 2026-11-10

## What is WealthY?

WealthY is the private wealth app your Canadian advisor built for you.

If your advisor works at an investment firm regulated by CIRO (the Canadian Investment Regulatory Organization, which now covers the dealers formerly overseen by IIROC and the MFDA), they can invite you to WealthY to see your portfolio, chat with them privately, sign forms, and plan for the future, all in one place, on your phone.

WHAT YOU CAN DO IN WEALTHY

- See every account in one view. RRSPs, TFSAs, RRIFs, LIRAs, RESPs, FHSAs, non-registered, corporate, joint, USD. WealthY pulls each account your firm holds for you into a single dashboard, updated overnight from your custodian.

- Track how you are doing. See your time-weighted and money-weighted returns, asset allocation, and how each account measures against its benchmark. Drill into a single holding to see cost basis, unrealized gain, dividend history and tax lot detail.

- Plan for what matters. Set goals like retirement, a home, a child's education, a sabbatical, and watch WealthY show you whether you are on track. Update assumptions and see the impact instantly.

- Chat privately with your advisor. Every message stays inside your firm's compliance archive. Send a document, ask a question, request a withdrawal. The same as you would over email, but faster, mobile, and PIPEDA-safe.

- Ask WealthY. A built-in AI assistant answers questions like what did I earn this year, am I on track for retirement, when should I contribute to my RRSP, grounded in your real portfolio data. Never used to advise on trades. Never shared outside your firm.

- Sign forms without paper. New account opening, transfer requests, PAC and SWP setup, withdrawals. Your advisor sends the form, you fill in what only you know, and you sign on the glass.

- See your household. Roll up spouse, parents and adult children (with consent) so you see net worth for the whole family unit.

- Voice notes for your advisor. Tap the mic, leave a 30-second note, and it lands as a task on your advisor's desk with a transcript.

- US holdings, covered. If a non-registered account holds US securities, WealthY flags whether a current W-8BEN is on file with your firm so withholding surprises never reach you.

WHAT MAKES WEALTHY DIFFERENT

- Made in Canada, hosted in Canada. Your portfolio data is stored on Canadian infrastructure.

- Built for CIRO firms, investment dealers and mutual fund dealers alike. WealthY understands KYC, KYP, NI 33-109, NI 31-103, PIPEDA and the CSA client-focused reforms.

- You do not pay us. Your advisor's firm pays for WealthY. There are no ads, no upsell, no data sales, ever. Read our privacy policy at wealthy.to/privacy.

- Sensitive fields are encrypted at rest with field-level keys. Your SIN, banking info and beneficiary details stay protected.

WHO CAN USE WEALTHY

WealthY is only available to clients whose advisor has invited them. If you do not yet have a WealthY invitation, ask your advisor whether their firm has enrolled. Advisors can request onboarding at wealthy.to.

WealthY does not offer accounts, brokerage services, tax advice or investment advice on its own. All regulated activity happens through your registered advisor and their dealer.

SUPPORT

Questions or a bug to report? support@wealthy.to
Security concern? security@wealthy.to
Privacy question? privacy@wealthy.to

## Is WealthY safe?

Not enough ratings yet to assess WealthY.

## Is WealthY legit?

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


## Version history (last 1 release)

### 1.0.2 — 2026-11-10

No release notes.

## More apps by Dylan Young

- [PropLab](https://appshunter.io/ios/app/proplab/id6827281725)

All apps by Dylan Young: https://appshunter.io/developer/6808065272

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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 2026-11-10.*