Wealthgrade is a revolutionary financial technology social platform designed to contextualize and motivate your financial growth.
Features
Account Aggregation
Shows all your financial accounts in one place, eliminating the need to check multiple apps to understand your financial snapshot.
Social Networking
Creates a platform where you can chat, post, and build friendships with other users to share ideas and build a brighter financial future.
Performance Tracking
Allows you to track your total portfolio performance and see how your relative ranking changes over time, helping you understand your financial position compared to other users.
Secure Authentication
Authenticates accounts with existing banks and brokerages through Plaid Technologies, ensuring data security without accessing user credentials.
Financial Benchmarking
Allows you to track your portfolio performance and see how your financial standing ranks compared to other users.
Personal finance comparison
Allows users to compare personal financial data at scale, providing context and insights into their financial status relative to others.
Community building
Fosters a community of users who are focused on improving financial health and awareness, enabling the sharing of strategies and support.
Financial awareness
Provides tools and resources to end financial anxiety by helping users understand their financial standing and growth opportunities.
Financial Ranking
Compare your financial status with others by filtering based on different metrics to see how you rank compared to peers.
Community Posts
Read and engage with community posts to gain insights and stay updated with the latest financial thoughts and activities.
User Chat
Interact and share ideas with other users to build friendships and improve your financial knowledge.
Data Management
Allows you to manage and update your personal and financial data to enhance service delivery.
Mobile Access
Provides a seamless experience across devices, making personal finance data accessible from mobile devices as well.