Financial Advisor
MoneyWiz
“Whether you’re saving, investing, or starting fresh — we’ve got your money covered.”
Services
Our Financial Solutions
#1
Budgeting & Expense Tracking
MoneyWiz makes it easy to stay on top of your finances with intuitive budgeting and expense tracking tools. Your spending is automatically categorized into key areas like groceries, bills, and entertainment, helping you understand where your money goes. You can set monthly budgets for each category and monitor your progress as you go. By syncing your bank accounts, you get real-time updates on transactions, and with our visual reports and spending trend analysis, you’ll gain valuable insights to make smarter financial decisions.
#2
Smart Financial Guidance
Go beyond basic tracking with AI-powered insights and automated savings support. MoneyWiz analyzes your spending patterns to recommend smarter ways to save, notifies you of unusual activity, and even helps you set and track savings goals. With features like credit score monitoring and personalized alerts, you’ll always know where you stand and how to improve.
#3
Advanced Planning & Support
For users who want to take their finances to the next level, our Elite plan offers investment tracking, tax planning tools, and direct access to certified financial coaches. You’ll be able to link investment accounts, monitor portfolio performance, receive tailored financial advice, and prepare for tax season with confidence. Plus, our in-app marketplace connects you with trusted tools like tax software and credit protection services.
Why Choose Us
Accurate Record Keeping
All-in-One Financial Platform
From budgeting and savings to credit monitoring and investment tracking, MoneyWiz combines all the tools you need into one easy-to-use app — no more juggling multiple platforms.
Flexible Plans for Every Budget
Whether you're just starting to track your expenses or you're ready for expert-level planning, our Basic, Premium, and Elite plans offer value at every level.
Trusted & Secure
Your privacy and security are our top priorities. All data is encrypted, and we never sell your information.
Testimonials articles
Introducing the Premium Plan – Smarter Insights, Greater Control
Summary: Our new Premium plan is here, bringing AI-powered insights, credit score monitoring, and automated savings tools to help you manage your money with confidence.
We’re excited to launch the MoneyWiz Premium Plan, built for users ready to take their budgeting to the next level. This new tier includes AI-powered spending analysis, personalized savings suggestions, and real-time credit score tracking. Premium users will also benefit from smart alerts that flag unusual transactions or overspending. If you want more control, smarter recommendations, and deeper visibility into your finances, Premium is your perfect fit.
Now Live: Credit Score Monitoring with MoneyWiz
Summary: Stay in control of your credit health with our newest feature: real-time credit score tracking and alerts.
Managing your credit just got easier. With the latest update, MoneyWiz now offers credit score monitoring—available in both the Premium and Elite plans. Users will get regular updates, instant alerts for major changes, and practical tips to improve their credit profile. Whether you’re planning a big purchase or just staying proactive, you’ll always know where your credit stands.
MoneyWiz Elite Launches: Complete Financial Coaching at Your Fingertips
Summary: The Elite Plan gives you full access to investment tools, tax guidance, and certified financial coaching—all in one platform.
We’re proud to introduce the Elite Plan, our most advanced subscription tier yet. Designed for users looking for personalized guidance, Elite includes investment account tracking, tax planning tools, and monthly 1-on-1 sessions with certified financial coaches. With Elite, you’ll build a custom plan for long-term success—with expert support every step of the way.