WealthAssistant is a product designed to make financial planning available to everyone thanks to the power of generative AI. It is not dependent on commercial interests of banks or venture capital. To cover costs, a paid version that will launch soon.
WealthAssistant uses no cookies or ad tracking. It uses the following services to be able to operate at low cost, maintain operational stability and improve the product:
Vercel: hosting, analytics, error reporting, and performance. The server operates out of Frankfurt, Germany. Read more about their privacy policy, security and what data Vercel collects about you.
Loops: to send emails. You can opt-out of email updates an any time using the link in the email footer. Read their privacy policy.
Microsoft Clarity: to analyze user behavior. Only loads on the chat page and without cookies. Sensitive data is redacted. Read about what data Clarity collects and data retention.
WealthAssistant is built by Jan Beck, a passionate solopreneur with 15+ years of experience of building user-friendly educational and financial products.