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What is WealthNX?

WealthNX AI combines personal finance, investment management, and artificial intelligence into a unified platform. Users can track their net worth, manage budgets, oversee cash flow, handle debt, monitor investments and cryptocurrencies, scan receipts, keep an eye on recurring bills and subscriptions, analyze portfolio exposure, earnings, insider transactions, and market sentiment, and utilize tools like Wealth Genie, AI Stock Assistant, and AI Crypto Assistant to ask questions. Moreover, WealthNX provides features that cater to household and family dynamics, offers a flexible Build Mode, and supports voice interactions. The system guarantees that all linked accounts are read-only, ensuring that WealthNX does not partake in any money transfers or trading activities. It is crucial to remember that the insights shared are meant for educational and informational purposes and should not be construed as investment, tax, or legal advice. With a wide array of functionalities, WealthNX is designed to empower users to make well-informed financial choices, enhancing their overall financial literacy and engagement.

What is OpenBudget?

OpenBudget effortlessly integrates your banking and investment accounts with AI assistants such as Claude and ChatGPT through MCP, enabling you to ask real questions about your finances and obtain precise responses. After the connection is established, all transactions and holdings are automatically synchronized, allowing you to explore your spending patterns, overall net worth, dividend income, or possible capital gains tax implications before selling assets, with Claude delivering answers directly sourced from your actual accounts instead of relying on approximations. The connection is strictly read-only, which means OpenBudget can view your data but cannot transfer funds, make trades, or alter any information in your accounts. Furthermore, it works seamlessly with any AI client you already use, so you're not limited to a single platform to take advantage of its capabilities. This versatility not only enhances your ability to make well-informed financial choices but also ensures that you retain complete control over your accounts at all times. Ultimately, OpenBudget represents a significant advancement in personal finance management, merging technology with user autonomy.

Media

No images available

Media

Integrations Supported

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)

Integrations Supported

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)

API Availability

Has API

API Availability

Has API

Pricing Information

$8.99
Free Version
Free Trial Offered?

Pricing Information

$5/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthNX AI

Date Founded

2024

Company Location

United States

Company Website

www.wealthnx.ai

Company Facts

Organization Name

OpenBudget

Date Founded

2025

Company Location

United States

Company Website

www.openbudget.sh/

Categories and Features

Categories and Features

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No Alternatives

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