wlthy
AI-powered wealth structured like an analyst's work
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.
| Best for | high-net-worth households and family offices |
| Website | wlthy.io |
Company facts
| Social profiles |
Facilities and features
- 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
Strengths and trade-offs
- The AI tool parses broker statements and bank exports with high accuracy.
- The AI tool offers MCP integration for Claude Desktop and ChatGPT agents.
- The AI tool imposes strict asset and debt limits on its lower-tier plans.
Appears in
How wlthy ranks
#1 in Best AI wealth management tools
How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; 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
Alternatives to wlthy
 PitCrewThe AI crew built for financial services | #2 in Best AI wealth management tools | 88.0 |
 Alpheva AIYour private family office | #3 in Best AI wealth management tools | 84.0 |
 MagnifiThe next-gen investing platform, powered by AI. | #4 in Best AI wealth management tools | 82.0 |
 BridgewiseFinancial analysis, AI-superpowered | #5 in Best AI wealth management tools | 80.0 |
 Jitta WealthInvest with peace of mind for sustainable profits | #6 in Best AI wealth management tools | 80.0 |
 AveniThe trusted partner for financial services AI | #7 in Best AI wealth management tools | 78.0 |
Questions about wlthy
Who is wlthy best for?
wlthy is best for high-net-worth households and family offices.
Where does wlthy rank?
wlthy is ranked #1 in Best AI wealth management tools (Lister Score 96.0).
What are the best alternatives to wlthy?
The closest alternatives on Lister are PitCrew (#2 in Best AI wealth management tools), Alpheva AI (#3 in Best AI wealth management tools) and Magnifi (#4 in Best AI wealth management tools).
Is this your company?
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