EdWealth: Your Money Person

Finally, a money person on your side.

Ed sees what's at risk, where you can grow, and what is worth looking at next, across cash, investing, RSU, runway, and the years ahead. You don't have to become a finance nerd.

HOW ED WORKS

1. Connect your accounts through Plaid. Ed reads your real money, across as many accounts as you have.

2. Take the Money Diagnosis, a two-minute checkup. Ed surfaces the three decisions worth your attention.

3. Set the goals that matter. Ed helps you shape the plan and tracks progress.

4. Each morning, Brief brings five things worth your attention, tuned to your assets and what you care about.

YOUR FINANCIAL FITNESS, IN ONE SCORE

Ed scores three parts of your money — Control (your cash flow), Safety (your cushion), and Growth (whether your money's building) — into one number. You see it from day one, and you watch it move in Goal and My.

WHAT ED DOES

• Plan — your Financial Fitness score, its history, and what is worth looking at next

• Goal — set the goals that matter and shape the plan with Ed

• Brief — five things worth your attention, every morning

• Money Diagnosis — the two-minute entry checkup, redo it anytime

• Desk — a calmer place to follow what Ed is watching for you

• Memory — Ed remembers context across sessions, so nothing gets asked twice

Ed is not another budgeting app, brokerage, or generic chatbot. Ed is not a stock-tip service either: it reads your investments as part of your whole money picture, and the decisions stay yours. Ed doesn't promise returns or fabricate data.

Precise about your money. Blind to your identity. See our Privacy Policy for details.

Try Ed Complete free for 7 days. Cancel anytime.

Built for the person who's been carrying complexity alone.

Money at peace. Wealth in motion.

Ed does not provide personalized investment, tax, or legal advice and is not a registered investment advisor. Past performance does not guarantee future results.