Money with a mission.
WealthPilot is the personal finance platform for purposeful households — connect your accounts, get AI-guided coaching, and make giving as visible as your net worth.
Free during early access.
Built around what actually matters
Kingdom Impact
Giving isn't an afterthought line item — it's a first-class metric. Track giving alongside net worth, set percentage-of-income goals, and keep a streak going as generosity becomes a habit.
AI Coaching
Guru-guided plans, a daily insight in your advisor's voice, and an Ask box that answers questions like “what did we spend on groceries last month?” with your real numbers. Educational guidance, not financial advice.
The Triple X journey
A crossover framework for the long game: earn more than you spend, build passive income past your expenses, then give at a scale you couldn't before. Watch all three lines converge on one chart.
How it works
Connect securely
Link your accounts through Plaid with bank-level security. Your credentials go to your bank — WealthPilot never sees them.
Get your plan
A phased financial plan matched to your goals and your advisor's framework, with a clear next step every day.
Progress together
Invite your spouse to a shared household — full financial transparency, shared goals, and giving you can celebrate together.
Free during early access
WealthPilot is in early access and free to use while we build. No credit card, no trial clock — just connect your accounts and start.
Create your account