# Your Wealth Architect — AI financial planning

> AI-powered financial planning and roadmap creation for personal finance. (iPhone/iPad app by Wealth Architect, Inc..)

- Source: https://appshunter.io/ios/app/your-wealth-architect/id6777082463 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Architect, Inc.](https://appshunter.io/developer/6777082465)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 17.0 · 110 MB
- Languages: American English
- Released: 2026-07-17
- Data updated: 2026-08-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/your-wealth-architect/id6777082463/reviews.md

## What is Your Wealth Architect?

Wealth Architect AI helps you turn scattered accounts, budgets, goals, and retirement questions into one clear financial roadmap.

Instead of juggling spreadsheets, tabs, and half-finished plans, tell Wealth Architect what is happening in your life. It organizes your financial picture, runs planning math, and helps you understand what to do next.

Use Wealth Architect to:

- See your net worth, accounts, assets, liabilities, and cash in one place
- Understand spending, budget pace, recurring transactions, and what is left for the month
- Build goals into a monthly savings plan
- See retirement targets, portfolio paths, and where future retirement income may come from
- Ask AI questions about your own financial context
- Review clear next steps as your life changes

Wealth Architect is built for U.S. users who want more than a spreadsheet, but do not want to wait weeks for a static plan. Your roadmap can update as your accounts, goals, budget, and assumptions change.

Security matters. Wealth Architect uses read-only account connections where supported and is designed to help you understand your money without moving funds, placing trades, or holding assets.

Wealth Architect provides educational financial planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Consult qualified professionals before making decisions that affect your finances, taxes, legal rights, or investments.
What you can do:

- See a clear view of your financial path
- Build a retirement plan around the lifestyle you want
- Review budgets, spending, and transaction categories
- Track goals and see how they fit together
- Ask Wealth Architect AI questions about your plan, budget, goals, and accounts
- Update assumptions as life changes and see your plan refresh

Wealth Architect is designed to make financial planning easier to understand, not to replace professional judgment. The app provides educational planning tools and informational insights only. It does not provide investment, tax, legal, accounting, banking, brokerage, custody, lending, trading, or other professional advice. Wealth Architect does not place trades, move money, originate loans, or hold funds.

## Key features

- Consolidated financial overview
- AI-driven financial roadmap
- Budget tracking and spending analysis
- Retirement planning and goal setting
- Interactive AI financial questions
- Dynamic plan updates


## Frequently asked questions about Your Wealth Architect

### What is Your Wealth Architect?

Your Wealth Architect is an AI-powered financial planning tool that helps users create a clear roadmap for their finances. It consolidates accounts, budgets, and goals into one view, offering insights and planning math.

### Is Your Wealth Architect free to use?

Yes, Your Wealth Architect is available for free. It does not require any payment to download or use its core financial planning features.

### What devices does Your Wealth Architect support?

Currently, Your Wealth Architect is supported on iPhone devices. The app is designed for iOS users looking to manage their finances.

### How secure is Your Wealth Architect?

Your Wealth Architect prioritizes security by using read-only account connections where supported. It is designed to help users understand their money without moving funds or holding assets.

### Does Your Wealth Architect provide investment advice?

No, Your Wealth Architect provides educational financial planning tools and informational insights only. It does not offer investment, tax, legal, or other professional advice.

### How often is Your Wealth Architect updated?

The app was last updated on July 21, 2026, indicating a commitment to ongoing development and improvements. Users can expect regular updates to enhance functionality and security.

### What do users like about Your Wealth Architect?

Based on its 5.0-star rating from one review, users likely appreciate its ability to simplify complex financial information and provide a clear, actionable roadmap. The AI-driven insights are a key feature.

### Does Your Wealth Architect have ads?

No, Your Wealth Architect does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions from ads.

## Version history (last 2 releases)

### 1.1.0 — 2026-07-21

We rebuilt Wealth Architect to make your money easier to understand and act on.

- A new Home brings your financial picture, priorities, and next steps together.
- Clearer, mobile-first Accounts, Transactions, Budget, Goals, and Plan experiences.
- Guided Goals and Plan setup makes it easier to turn priorities into an actionable path.
- Faster AI conversations with live responses, clearer recovery, and explicit approval before any change to your financial data.
- Improved accessibility, reliability, and account-connection handling throughout the app.

### 1.0 — 2026-07-17

No release notes.

## Related topics

[coordinated financial planning](https://appshunter.io/ios/topics/coordinated-financial-planning)

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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 2026-08-12.*