Project Overview

WealthTracker is a comprehensive personal finance platform that helps users manage their investments, track expenses, and plan for financial goals. The platform aggregates data from multiple financial institutions to provide a unified view of users' financial health.

Key Features

• Multi-account aggregation
• Investment portfolio tracking
• Expense categorization and budgeting
• Goal-based financial planning
• Risk assessment tools
• Secure bank-level encryption

Security & Compliance

Built with security as a priority, featuring bank-level encryption, SOC 2 compliance, and integration with Plaid for secure financial data access. Serves over 50,000 users managing $2B+ in assets.