Launching today
WealthNest.ai
AI-powered personalized family office for your wealth
51 followers
AI-powered personalized family office for your wealth
51 followers
Your family's entire financial life — investments, insurance, tax, and inheritance — in one AI-powered dashboard. See everything in one place, get smart insights on risks and opportunities, and personalized advice on what to do next. Built for families.
@wealthnest Sounds exciting! Looking forward to trying it out!
Super cool idea. Right now, am managing this via Google sheets and it is a pain to keep updating and track it.
Consolidated household view is a good one. Does everyone need to sign up individually, or can one person bring the household in and share views from there?
@dashthird One person can sign up and add their family members on the same account, although you'll have to authenticate them using their mobile number.
I managed our family's money the same way for 30 years.
Three bank passbooks. One folder of insurance papers. A panicked call to our CA every July.
Nothing about that has changed for most Indian families today. Just swap the passbooks for five different apps that don't talk to each other.
We built WealthNest to fix that.
Not another investment app. Not a robo-advisor. An AI-powered family office, built around four things that actually determine whether a family's wealth survives: Investments, Insurance, Income Tax, Inheritance.
One dashboard. One family view. Built for India's affluent families, not for institutions with a hundred-person ops team behind them.
We're live on Product Hunt today.
If you've ever tried to answer "where does our family actually stand financially" and needed a spreadsheet and three phone calls to do it, this was built for you!
After using the app I found out that my salary was actually going into different investments and not just FDs. Now I can see my family's net worth growing easily.