Finally, a money person.
On your side.

Ed gives you a Money Diagnosis: what's at risk, where you can grow, and what to do next. And from there, Ed keeps watch.

Ed AI chat showing NVDA at $218.23 — Ed says guidance was reaffirmed, you're still up 40 percent, and reminds you your target add price is below $200
Couple laughing on couch in warm sunlit living room

Bank-grade connections. You authorize on your broker's site. Ed never sees your login.

gemini
snaptrade
plaid
stripe
nasdaq
cboe

Pick your money problem.Ed takes it from there.

Three lives, three starting points, same Ed underneath.

Ed reads your money in context.

A cash balance could be an emergency fund, a house down payment, or money waiting on a decision. Ed knows the difference. And a read that stays a read is just a report, so Ed turns it into the move that follows.

Ed reads your money in context — cash, investments, and debt in one view

Connect once. Ed takes the watch.

The Diagnosis is day one. These are the surfaces that keep working after it: synced on their own, read continuously, flagged when something needs you. Nothing to update by hand.

Investment Health Report — portfolio concentration, exposure, and idle cash insights

Investment Health Report

Concentration, exposure, idle cash. What's quietly working against your goals. No buy/sell calls.

Next Move Plan — an actionable plan that stays current

Next Move Plan

A plan that stays alive. Not another checklist you'll forget.

Goal Desk — goal trajectory and progress tracking

Goal Desk

A trajectory, not a streak. See yourself making it.

Chat with Ed.
Get a straight read.

The Diagnosis is day one. These are the surfaces that keep working after it: synced on their own, read continuously.

Goal icon
Private by design.

Precise about your money, blind to your identity. Ed is upfront about what stays and what goes, and answers only to you. Subscription-paid, no commissions, no ads, never selling your data.

Financial Fitness for Modern Life

You keep your body fit. You keep your mind sharp. Your money deserves the same. Every dimension of your financial fitness, kept in shape all year, not delivered once and forgotten.

Money at peace.Wealth in motion.

Your money, finally handled. Your life, finally unhurried.

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FAQ

What is Ed?

Ed Wealth is an AI money app that reads your full financial picture and shows you how to build real wealth from what you already earn. Think of it as a private second opinion on your money: a clear, plain-English read on where you stand and what to do next. Link your accounts, run a Money Diagnosis, walk away with a plan.

Will Ed help me grow my money, not just track it?

Yes — that's the point. Ed finds the money you're quietly losing (idle cash, unnecessary fees, tax you don't need to pay) and shows you where it should be working instead. Plugging the leaks is step one. Putting that money to work is the reason.

Is Ed free to use?

You can run a Money Diagnosis and see your opening read at no cost on Hello Ed, the free tier. Setting goals, your full wealth plan, and ongoing watch sit on Ed Complete. The free diagnosis stands on its own — not a locked teaser.

How is Ed different from budgeting apps or robo-advisors?

Budgeting apps tell you where your money went. Robo-advisors manage one slice of it. Neither tells you how to turn a strong income into real wealth. Ed reads your whole position and tells you the move that builds the most wealth right now. The difference is tracking your money versus growing it.

How is Ed different from just asking ChatGPT about my money?

ChatGPT can explain a concept, but it doesn't know your accounts, your balances, or how much rides on a single stock. Its advice is generic by definition. Ed Wealth reads your actual position and tells you the move that matters for you — general advice versus a second opinion that's seen your finances.

How does Ed work, and what do I need to get started?

Link your accounts once, securely and read-only. Ed's AI reads your full position and runs a Money Diagnosis — usually a few minutes, not a weekend of setup. You get a clear picture of your wealth, a ranked list of what matters most, and a first step you can act on today.

Is Ed a financial advisor?

No. Ed isn't licensed to give financial advice, and it won't tell you what to buy or sell. It's a private second opinion: it reads what you hold, shows how it's working toward your wealth, and helps you ask sharper questions. The read is yours. The decisions stay yours.

What can Ed actually do for me?

Three things: it diagnoses where your net worth stands today, surfaces the blind spots quietly costing you, and hands you a concrete next move. Tell it a goal in plain language — buy a house, max your retirement, hit your first million — and Ed maps the plan and tracks your progress.

Can Ed help with RSUs, equity comp, or a high salary that isn't turning into wealth?

Yes — that's squarely who it's built for. Ed looks at how much rides on a single stock, cash sitting uninvested, and whether your money is actually compounding toward your goals. It's a private second opinion on what you hold, for context — not a directive on what to do with it.

Is Ed Wealth safe and legit? How is my financial data protected?

Ed Wealth links to your accounts in read-only mode. It can see your data to analyze it, but can never move, withdraw, or trade a cent. Your finances stay private: Ed never sells your data, and answers only to you. Disconnect any account whenever you want.

Who is Ed for?

Ed Wealth is for people whose income outpaced their system for managing it: professionals, founders, and high earners with money spread across accounts and apps, doing fine but not building like it should. If you want a private second opinion and a clear plan — not another tracker or a finance lecture — Ed is for you.