See your spending clearly with AI that shows where your money goes, and what it means for you.
Track everything. Ask anything.
Track every dollar across all your accounts in one place—clean, connected, and always up to date.
Know where your money is and whether it matches your goals with a personalized risk profile.
See exactly what you're paying for and cancel what you don't need.
Get the answers you need to get clarity and make better financial decisions.
WealthLuma’s AI outperforms human advisors and leading LLM models in delivering personalized financial advice.
WealthLuma is the first AI financial advisor designed for contextual reasoning to deliver advice that’s not only fluent, but grounded in your actual financial life.
SEC-Registered Investment Advisor
AI reviews your past 6 months to show income, spending, and buffer trends—so you know where you stand and what to adjust.
Your financial life, summarized daily—stay in sync with the markets, the news, and your money.
Our AI reviews your income and spending to create a personalized budget in seconds.
Based on your past income and spending, AI recommends a monthly budget that builds in savings and keeps your cash flow positive—so you can move forward with confidence.
Keep your income and expense in sync with real-time AI insights.
Connect accounts seamlessly and see everything in one app.
Yes. WealthLuma offers partner access so you can manage your finances together at no additional cost. You’ll be able to filter transactions by member—making it easy to see which spending is yours and which belongs to your partner.
Yes. You can edit existing transactions and add new ones directly in WealthLuma, so your records stay accurate and personalized.
Origin connects securely through trusted partners including Plaid, MX, and Mastercard.
Yes. WealthLuma supports CSV uploads. You can upload a .csv file of your transactions, and we’ll import them into your account.
Yes. Your data is protected with bank-level security and advanced encryption. When you connect accounts through WealthLuma, your login credentials are never shared with us. Instead, our partners generate secure tokens that let WealthLuma access only the data you authorize—keeping your personal information private while enabling personalized insights.
Yes. You have full control to organize your spending in WealthLuma. Transactions are automatically categorized by WealthLuma, but you can always edit categories, add your own tags, and filter transactions however you like—so your spending reflects the way you actually manage money.
