A SMARTER WAY TO MANAGE YOUR WEALTH
Experience Intelligent Profiling
Gain awareness of your financial risk appetite, decision-making style, and potential behavioral biases to better save, spend and invest for the future.
Gain Clarity On Your Finances
Link your accounts with banks, e-wallets, and investment platforms to gain a complete view of your finances. Our smart insights will help you understand, track, and monitor your performance.
Access to Information & Personalized Insights
Gain access to the information you need to make the right decision, plus we personalize every piece of insights and recommendations to help you improve on your strategy, and avoid potential pitfalls
WEALTH MANAGEMENT AS IT SHOULD BE
What Our Users Say
Kyle, Student
A very easy to use app.. I am amazed by how accurate the algorithm is in determining my risk profile. What i love most is there is no product pitch and i can pick up knowledge on products that are relevant to my profile. Strongly Recommend!
Emily Lu,Entrepreneur
I have greater confidence
in achieving my financial goals and making the best out of the available tools to help grow my business.
Adam T.,Doctor
This is definitely the best finance app. I love how easy this app is for people without financial knowledge to pick up and definitely saves me lots of time going through finance myself!
OUR PARTNERS
We partner with regulatory bodies, major financial institutions, reputable learning institutions and accredited security experts to provide you a secure environment to perform personalized financial planning.
Like what you see and wish to contribute to our cause? Reach out to us at contact@wealthdone.com.sg to explore collaborations
Our mission is to democratize financial planning for all. Using a data-driven approach, we translate users’ behaviors and actions into meaningful insights and provide personalized financial advice that best suits each and everyone.
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Disclaimer: This is a school project and is not a real product.