Your Wealth Identity Operating System

Stop managing money.
Start embodying wealth.

WanderlustFin isn't another budgeting app. It's your command center for building a CEO-level relationship with your finances—complete visibility, AI-powered insights, and a wealth identity that grows with you.

Discover Your Wealth Archetype See How It Works

CEO Dashboard

$25,747.73

Year-to-date income

Reserves

$3,333

Portfolio

$700.58

The Old WayYou've been told to budget harder.

Spreadsheets that make you feel like you're failing
Apps that focus on restriction, not expansion
No visibility across all your accounts and income streams
Financial advice that doesn't understand the entrepreneurial path
Shame-based money conversations that keep you stuck

The WanderlustFin WayClarity creates confidence.

See every account, every goal, every stream in one place
AI insights that meet you where you are—no judgment
Track progress toward goals that actually matter to you
Understand your spending patterns without the shame spiral
Build reserves and investments with intelligent guidance

Everything you need to command your wealth

Total visibility. Intelligent guidance. Zero shame.

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360° Account Sync

Securely connect all your accounts via Plaid—checking, savings, stocks, HYSA, insurance, and more. See your complete financial picture in one elegant dashboard.

✦

AI Financial Advisor

Personalized insights based on your patterns, goals, and wealth archetype. Like having a CFO who actually understands you.

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Goal Architecture

Set meaningful goals—from emergency reserves to dream vacations—and watch your progress with milestone celebrations along the way.

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Portfolio Tracking

Monitor your investments, see your ROI, and get allocation recommendations based on your risk profile and timeline.

Revenue Integration

Connect Stripe, track bookings, and see your business income flow in real-time. Built for entrepreneurs, not employees.

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Wealth Identity System

Discover your archetype, track your growth, and build a relationship with money that expands instead of contracts.

What's your Wealth Archetype?

Your relationship with money has a pattern. Understanding your archetype unlocks personalized insights, reveals your growth edges, and shows you the path to your next level of wealth embodiment.

Take the 2-Minute Quiz

The Builder The Visionary The Nurturer The Maverick

Choose your path to wealth clarity

Every tier includes our core promise: total visibility, zero judgment.

Foundation

The Awakening

"I finally know where I stand."

$37/month

or $297/year (save $147)

Connect up to 3 accounts via Plaid
Sync checking, savings, stocks, HYSA
Basic dashboard & tracking
Monthly snapshot summaries
Wealth identity quiz + archetype
1 savings goal with progress
Mobile app access

Start Your Awakening

The Expansion

"I'm building wealth on purpose."

$67/month

or $547/year (save $257)

Everything in Awakening, plus:
Unlimited Plaid account connections
Stocks, insurance, HYSA, all synced
Multiple savings goals
1 Business Goal Tracker
AI Advisor — monthly insights
Spending pattern analysis
Reserves builder + recommendations
Year-over-year comparisons
Priority support

Begin Your Expansion

Legacy

The Embodiment

"I'm not tracking wealth—I'm embodying it."

$127/month

or $997/year (save $527)

Everything in Expansion, plus:
Portfolio + investment tracking
AI Advisor — weekly insights
Unlimited Business Goal Trackers
Allocation recommendations
Quarterly wealth check-ins
Stripe + booking integration
Early access to new features
Founding member badge

Embody Your Legacy

What our founding members are saying

For the first time in my business, I actually know my numbers without the anxiety. WanderlustFin made me feel like a CEO of my money instead of someone just hoping it works out.

Sarah M. Esthetician & Spa Owner

The AI insights are incredible. It's like having a financially-savvy best friend who actually gets the entrepreneurial rollercoaster. No shame, just clarity.

Jade T. Brand Strategist

I went from avoiding my bank app to checking my WanderlustFin dashboard every morning with my coffee. The wealth archetype quiz changed how I see my entire relationship with money.

Michelle R. Business Coach

Finally, a financial tool that doesn't feel like punishment. The reserves builder helped me save my first $10K emergency fund in 6 months. I've never felt this secure.

Tanya L. Hair Stylist & Educator

Questions we hear often

If yours isn't here, reach out—we love hearing from you.

Does WanderlustFin move or transfer my money?

No—and that's intentional. WanderlustFin is a visibility and strategy tool, not a transactional one. We illuminate your finances so you can make empowered decisions. Your money stays exactly where it is; we just help you see it clearly.

Is my financial data secure?

Absolutely. We use bank-level 256-bit encryption and never store your login credentials. We partner with Plaid for secure account connections—the same technology used by major financial institutions.

What's the wealth archetype quiz about?

Think of it like an Enneagram for your money relationship. The quiz reveals your dominant wealth pattern—Builder, Visionary, Nurturer, or Maverick—and your AI advisor uses this to personalize every insight to how you actually think and operate.

Can I upgrade or downgrade my tier?

Yes, anytime. Your data and progress stay with you. If you upgrade, you get immediate access to new features. If you downgrade, you keep access until your current billing period ends.

I'm not a business owner. Is this still for me?

Yes. While we built WanderlustFin with entrepreneurs in mind, anyone building toward financial freedom will benefit. If you have goals, income, and a desire to understand your money better, you're exactly who this is for.

Stop managing money.Start embodying wealth.