All of your assets and debts neatly organized. Check all your balances at once and track your progress over time.
Tell us how much you can put towards growing your net-worth and we'll tell you exactly where to put it, every month.
Retirement planning, college savings, buying a house. Tell WeVest what you want and we'll tell you how to get there.
Follow your plan and see where it takes you. With WeVest, you'll know what decisions mean before you make them.
256-bit SSL encryption. AES-256 database encrption. We do not store your address, credit card or Social Security number. We don't even need your real name.
Most people could benefit from a financial plan, yet few people actually have one. Either you pay upwards of $2000 for a plan, or the plan is merely a Trojan Horse to offer you more expensive services.
Typically, the financial advisor takes down all your information, enters it into the same two or three software programs that everyone uses and the computer spits out the answers. You don't need this middle man, so we've eliminated him - and his fee!
Could you do this on your own? Yes. BeforeWeVest, we built every single model in Excel over the course of several hundred hours. We spent another 10,000 development hours bringing it to its current form. If you ask us, we'll give you the spreadsheets, but we're pretty confident you'll like the app better.
Actually they average over $1000
That's $1530 every year
Over 10 years this skyrockets to 18%
$1530 feels pretty expensive now, huh?