Wealth Trees vs Stewardfi

Wealth Trees helps you organize your personal assets into a clean “wealth tree” (groups + assets) so you can understand totals and allocations at a glance. Track what matters: Build groups like Cash, Investments, Real Estate, etc. Add assets under each group and see totals instantly View allocation percentages across your wealth Track holding profit/loss (amount and %) Multi‑currency support with exchange rates Practical data tools: Optional sync across devices Export/share when you need backup or transparency Designed to stay simple, readable, and focused on clarity. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Most households have no idea where their money actually goes. Not because they're careless, but because nobody has ever put it in front of them clearly. Stewardfi fixes that. Every month, a licensed CPA goes through your accounts personally and sends you three plain-language financial statements: where your money went, what you own and what you owe, and how your safety net is holding up. Not a dashboard. Not an algorithm. A person who does this for a living, looking at your actual numbers. WHAT YOU GET EACH MONTH - Three statements, written to be read by a human being — no accounting jargon - Personal, business, and consolidated views if you run something on the side - Categories mapped to the way taxes actually work - A clear net worth picture, tracked month over month WHAT'S IN THE APP - Every transaction, categorized and searchable - Spending broken down by category, with drill-downs - Net worth with a full assets and liabilities breakdown - Your monthly statements, ready to open or download - All your accounts in one place, grouped by institution - Direct messaging with your CPA BUILT BY A CPA, NOT A STARTUP Stewardfi's entire system — the chart of accounts, the categories, the statement structure — was designed by a licensed CPA who spent his career in trade accounting and derivatives. The categorization isn't guessing at what your spending means. It's built on how financial statements are actually supposed to work. YOUR DATA Bank connections are read-only through Plaid. Stewardfi never sees your banking credentials and can never move money. Your data is encrypted, and you can delete your account and everything in it at any time, from inside the app. TRY IT FIRST Tap Demo on the opening screen to explore the full app with sample data. No account, no email, nothing to sign up for. FOR STEWARDFI CLIENTS This app is the companion to the Stewardfi service. Accounts are set up directly with your CPA — there's no signup inside the app. If you're not a client yet and want to be, visit stewardfi.ai.