EdWealth

EdWealth presents Ed as a private second opinion on personal finances. Users can connect accounts (read-only, per the page), get a free financial check-up or Money Diagnosis, and receive a ranked view of what matters most and a suggested next move. The page says Ed provides information and education, does not manage assets or execute trades, and does not replace a licensed professional. It highlights areas such as investments, idle savings, cashflow, and RSUs, plus ongoing surfaces like an Investment Health Report, Next Move Plan, and Goal Desk. The page states subscriptions are paid, with no commissions or ads, and says the company does not sell user data. Blog articles on the page discuss RSU concentration risk and cash in savings.

Key features

• Free Financial Check-Up and Money Diagnosis
• Read-only account linking
• Investment Health Report covering concentration, exposure, and idle cash
• Next Move Plan
• Goal Desk for tracking goal progress
• Analysis of idle cash in savings
• Cashflow assessment
• RSU and equity compensation review
• Chat with Ed
• Financial Fitness score

Best suited for

• Professionals and high earners with money spread across accounts
• Founders and people with equity compensation or RSUs
• Users seeking a second opinion on savings and investments
• People who want a plan for financial goals such as buying a house or retirement

Pricing

Subscription-based. The page says a free tier (Hello Ed) allows running a Money Diagnosis, and Ed Complete includes goal setting, full wealth plan, and ongoing watch, but specific prices are listed only at edwealth.ai/pricing and are not stated on this page.