Winford Wealth

Winford Wealth is a comprehensive app to help you track your entire financial picture. We are backed by Y Combinator, a top-tier investor, and are a SEC-registered investment advisor (RIA).

Comprehensive Financial Dashboard: Track your net worth, monitor account balances, and view your financial growth all in one place.

Seamless Banking Integration: Connect all your financial accounts securely through Plaid, the biggest banking data provider on the planet.

Smart Budgeting Tools: Understand your spending patterns and figure out how to keep even more of your own money.

Investment Portfolio Tracking: Monitor your investments with real-time updates and see your overall portfolio's growth.

Professional Financial Coaching: Send messages to a financial coach directly through the app for personalized financial guidance. It's as easy as a text! We have a fiduciary obligation to act in our clients' best interest and do not make commissions on selling you additional products.

Top-Tier Security: Rest easy knowing your financial data is protected with advanced encryption and security protocols, thanks to Plaid, the leading enterprise for consumers' financial connections.