wlthy
AI-powered wealth structured like an analyst's work
Ranked #1 in Best AI wealth management tools.
wlthy is a Swiss-built AI net worth tracker for households and high-net-worth individuals. It consolidates diverse assets into a single private ledger.
At a glance
| Best for | high-net-worth households and family offices |
From wlthy's own website.
Company facts
| Social profiles |
Facilities and features
Its website also mentions:
- Published pricing
- Free trial
- Self-serve sign-up
- API
- Integrations
- GDPR
What stands out
The AI tool parses broker statements and bank exports with high accuracy.
“Broker statement, bank export, portfolio screenshot: wlthy s AI parses every line, shows you a preview, and reconciles against your existing holdings before anything is created.”wlthy, own website
The AI tool offers MCP integration for Claude Desktop and ChatGPT agents.
“wlthy ships an MCP (Model Context Protocol) server that Claude Desktop, ChatGPT and other agentic tools can connect to.”wlthy, own website
Worth knowing
The AI tool imposes strict asset and debt limits on its lower-tier plans.
“€ 15.75 / mo Billed annually · €189/yr Go White Up to 10 assets Up to 10 debts”wlthy, own website
How it ranks
wlthy is ranked 1st of 10 in Best AI wealth management tools (Lister Score 96.0).
#1 in Best AI wealth management tools · Lister Score 96.0
The AI tool parses broker statements and bank exports with high accuracy.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 20; buying information on its own site 16.
“wlthy is an AI-powered net worth tracker built for households and high-net-worth individuals.”wlthy, own website
| Rank | Best AI wealth management tools | Score |
|---|---|---|
| 1 | wlthy | 96.0 |
| 2 | PitCrew | 88.0 |
| 3 | Alpheva AI | 84.0 |
| 4 | Magnifi | 82.0 |
| 5 | Bridgewise | 80.0 |
| 6 | Jitta Wealth | 80.0 |
| 7 | Aveni | 78.0 |
| 8 | RockFlow | 78.0 |
| 9 | TIFIN Wealth | 78.0 |
| 10 | Replicats | 74.0 |
Frequently asked questions
How does wlthy rank on Lister?
wlthy is ranked 1st of 10 in Best AI wealth management tools (Lister Score 96.0).