Wimzee

Reach your financial goals with Wimzee, the Pocket Financial Advisor.

• Free to use
• No account, registration or passwords necessary
• Get started in 30 seconds or less
• No hidden agendas or cold calls. We don't sell your data.

Review financial advice instantly tailored to your situation and develop an investment strategy, create financial goals and plan for your retirement.

How Wimzee Works:

1. Enter some basic details about your finances with a quick 30 second questionnaire. No registrations, account logins or passwords required.

2. Let our model generate your financial plan. Visualize how your income, expenses and net worth may change over time.

3. Use our tools to make smart financial decisions. Dive into return forecasts and see how your assets snowball into wealth. Run stress tests to see how your financial situation may change with different assumptions.

4. Get recommendations for what to do next. We automatically iterate through financial best practices to assess how each change would impact your financial plan in order to recommend what you should be doing next with your money.

5. Make the plan your own. Customize every assumption used in the model. Layer in multiple income and expenses forecasts, add financial goals and manage multiple accounts.

Wimzee is built with users in mind, and commits to maintaining your privacy and does not sell or share your personal information.