WealthOS
lead
engineer
Overview
WealthOS is an AI Personal CFO that replaces manual money management. Users connect their financial accounts (or manually input their situation) and receive intelligent analysis of their complete financial picture—income, expenses, assets, liabilities, and goals. The AI delivers strategic guidance through natural conversation, identifies savings opportunities, and automates repetitive financial tasks with user approval. Unlike traditional budgeting apps, WealthOS functions as an intelligent financial executive that helps users build wealth with minimal effort.
Mission
What we're building
WealthOS is an AI Personal CFO — a financial operating system that replaces manual money management. Users connect their financial accounts and the AI proactively analyzes their complete financial picture (income, expenses, assets, liabilities, goals), delivers strategic guidance through natural conversation, identifies savings opportunities, and automates repetitive financial tasks with user approval. It's not another budgeting app — it's an intelligent financial executive that helps users build wealth with minimal effort.
Current focus
The MVP is a polished landing page with an interactive chat demo. The landing page communicates the WealthOS vision — AI-powered financial management through conversation. The embedded demo lets visitors describe their financial situation (income, expenses, debts, goals) and receive intelligent, personalized analysis and recommendations in real time. No bank connections yet — manual input validates the core experience and proves demand before we invest in Plaid integrations.