Individuals & Families

families-in-the-pool

THE POOL IS NOW ACCEPTING INDIVIDUALS & FAMILIES

The Wealth Pool (TWP) guides you to success in meeting your financial goals. By anonymously sharing your wealth of financial data and consolidating your buying and spending information, you can optimize your spending, saving, and borrowing decisions.

Get answers to life’s painful financial questions: What does it cost to raise a child? What’s the return on investment (ROI) for a college degree? When can I retire? The Wealth Pool provides insights to probing questions like these and more! 

Any financial professional acknowledges that the most powerful asset they have in their advisory roles is their transparency into all their clients’ financial information. Information is Power. The Wealth Pool does not dispense financial advice, but it avails you to a wealth of information that empowers you to take charge of your financial future.

Whether you’re a millennial, Gen X, Gen Y, or Baby Boomer, The Wealth Pool levels the playing field for us all as we navigate financial challenges at all stages of life.


GET YOUR FAMILY IN THE POOL

  1. SHARE THE WEALTH

    Everyone is curious about how they stack up financially with their peers. The anonymous pool of shared financial data gives you greater clarity on your finances and helps improve your financial well-being. Through insightful, aggregated benchmarks on how others like you are spending, saving, borrowing, and investing, TWP gives you answers to questions like:

    • How am I doing compared to my peers? Am I ahead?
    • How far do I have to go to reach my goals? When will I run out of money?
    • How fast am I getting there? How is my saving relative to spending?
  2. CONSOLIDATE FINANCIAL ACTIVITY

    TWP consolidates activity from all saving and spending accounts, including banks, credit cards, and investment accounts. With all data in one consistent stream, you can:

    • Organize your finances and keep them organized.
    • See your total financial picture in one place.
    • Get a handle on your spending.
  3. OPTIMIZE SPENDING AND EARNING DECISIONS

    AI-powered spending categorization tailored to your habits and a total view of your spending and saving enable you to reach better financial decisions. TWP can run what-if scenarios so you can make better-informed decisions that:

    • Fill financial gaps between your goals and your current situation.
    • Relieve the stress of not knowing where you stand at any given time.
  4. THE FINE PRINT

    TWP uses bank-level security to protect your personal and confidential data. We do not dispense financial advice or sell financial products. We do not receive compensation to steer you to switch credit cards or financial-services providers. We do not store your financial institution’s login credentials or maintain credit-card information on our platform. We don’t sell your private information or financial data, but we do share aggregated and anonymized data with our membership and partners. When aggregating and anonymizing data, we make sure that information is not identifiable to any particular member household.