A financial advisor you can ask anything

WealthPath is a purpose-built AI-powered financial advisor for long-term financial decisions — from retirement and mortgages to portfolio structure. Recommendations are independent, transparent, and backed by licensed advisors.

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How it works

Ask the financial questions that shape your life

Share your financial picture

Assets, income, liabilities, pensions, goals, risk tolerance, and investment horizon.

Ask what matters

Retirement, mortgage, investing, savings, portfolio structure, and major life decisions.

Receive a structured recommendation

Clear reasoning, assumptions, trade-offs, risks, and next steps.

Review with advisor support

Licensed advisors support the advice framework and help ensure recommendations remain suitable.

Questions you can ask

“How should I invest my savings?”

Receive a long-term portfolio recommendation based on your goals, risk tolerance, time horizon, and existing assets.

“When can I retire?”

Model your income, savings, pension assets, spending, and investment assumptions.

“Can I afford this mortgage?”

Understand affordability, cash-flow impact, risk scenarios, and trade-offs.

“Am I on track?”

See whether your current savings, pension, and investments support your future plans.

“What should I change in my current portfolio?”

Identify concentration risks, unnecessary fees, overlaps, and complexity.

“Should I invest more, repay debt, or keep cash?”

Compare the trade-offs between liquidity, risk, expected returns, interest costs, and your near-term financial goals.

Our principles

Advice shaped by your interests

No product incentives

We do not receive commissions, retrocessions, referral fees, or compensation from banks, brokers, insurers, or fund providers.

Simple and transparent instruments

We focus on products available on public markets, typically ETFs and UCITS funds. We avoid opaque structures and proprietary products.

Long-term discipline

We do not provide trading signals or quick-money strategies. Our advice is built around diversification, cost control, risk management, and patient wealth generation.

Explainable recommendations

Every answer shows the assumptions, trade-offs, risks, and reasoning behind the recommendation.

ADVISOR-BACKED TRUST

AI-powered advice, guided by licensed professionals

Licensed advisor oversight

Our advisory framework is developed and reviewed with licensed financial advisors, helping ensure recommendations are grounded in professional standards rather than generic chatbot output.

Structured, explainable answers

Every answer is designed to show the key assumptions, trade-offs, risks, and next steps behind a recommendation — from retirement timing to mortgage affordability and portfolio structure.

You stay in control

We do not take custody of your assets or execute trades on your behalf. You remain with your chosen bank or broker and decide whether to implement any recommendation.

Human review when needed

For complex or high-impact decisions, recommendations can be reviewed by an advisor before you act, so you are not relying on AI alone.

Why choose us

Financial advice built around you, not your assets

	WealthPath	Generic AI chatbot	Traditional wealth manager
Personal context	Uses your full financial picture	Starts from each prompt	Usually reviewed manually
Cost	Flat annual advisory fee	Low/free, but not accountable for outcomes	Often % of AUM, plus hidden product costs
Advice quality	Structured, advisor-backed	General and not suitable for regulated advice	Advisor-dependent
Product incentives	None	None	Revenue can depend on product choice and turnover
Instruments	Transparent open-market products, hand picked and vettedby advisors	Generic suggestions	May include proprietary/complex products
Communication & clarity	Plain-language recommendations and a structured plan you can follow.	Use a lot of jargon and complex terms, making it harder to understand.	Conversational, but not tailored to your full financial picture.

FAQ

The essentials, answered

What can WealthPath help me decide?

WealthPath helps you make long-term financial decisions with more clarity — from retirement timing and mortgage affordability to portfolio structure, savings priorities, and whether to invest, repay debt, or keep cash. Recommendations are based on your full financial picture and use transparent open-market products such as ETFs and UCITS funds where investment advice is relevant.

Is WealthPath an AI advisor or a human advisor?

WealthPath combines AI-powered financial analysis with advisor-backed oversight. AI helps make the experience interactive and scalable, while licensed advisors support the advisory framework and help ensure recommendations remain suitable, transparent, and grounded in long-term financial planning principles.

Are you independent?

Yes. We do not receive commissions, retrocessions, referral fees, or product compensation from banks, brokers, insurers, or fund providers. Recommendations are built around your goals, risk profile, and financial situation — not product incentives.

What do you not do?

We do not provide trading signals, short-term market predictions, discretionary asset management, custody, tax advice, legal advice, or proprietary financial products. You remain in control of your assets and decide whether to implement any recommendation.

How is the investment approach different?

We prioritize long-term, globally diversified portfolios, disciplined rebalancing, cost control, and transparent open-market instruments. The goal is robustness across market regimes, not short-term prediction or product complexity.

What about costs?

We charge a transparent flat annual advisory fee instead of taking a percentage of your assets. We do not receive commissions or product compensation, and you execute any recommended trades yourself through your chosen bank or broker.

Do you take custody of my assets?

No. WealthPath does not hold client assets or execute trades. Your assets remain with your chosen bank or broker, and you stay in control of your accounts.

Why did you build WealthPath, and who is behind it?

WealthPath was founded by a group of former big tech and finance professionals, startup founders, and angel investors who have seen both sides of wealth creation: building wealth through careers, companies, and investments — and losing value through poor advice, excessive fees, inaction, or lack of attention.

We built WealthPath because we believe good financial advice should not be reserved for private-bank clients — and it should not come with hidden incentives, unnecessary complexity, or excessive fees. Wealth can be lost quietly: by leaving too much capital in cash, taking poorly understood risks, or failing to adjust a plan as life changes.

WealthPath is our attempt to build the advisor we wished we had: independent, transparent, long-term oriented, and supported by modern AI technology and licensed financial advisors.

How do I get started?

Request early access and we will reach out with next steps. We onboard a limited number of clients at a time to maintain service quality, advisor oversight, and discretion.