Track today,
thrive tomorrow
One app to monitor all your retirement accounts. Never lose track of your 401(k)s, IRAs, and investments again.
Good morning
Sarah
Total Net Worth
$247,832
Portfolio
Advisors
Messages
Recent Activity
Meeting scheduled
Portfolio updated
New advisor match
Does this sound familiar?
"Where's my previous 401(k) from my first job?"
"Did I ever roll over that IRA?"
"How much do I actually have saved for retirement?"
$1.3 trillion
in forgotten 401(k) assets
12
average jobs by age 50
29%
have lost track of a retirement account
401(k) #1
$??
Previous IRA
???
401(k) #2
Lost
Savings
$???
Your retirement accounts, scattered across jobs and institutions.
Finally, one place to see them all.
Get started in three simple steps.
Connecting accounts...
401(k) from Acme Corp
IRA at Fidelity
Old 401(k) at Vanguard
Everything you need
A focused toolkit for tracking your retirement and connecting with the right financial guidance.
All Your Accounts
401(k)s, IRAs, previous employer plans. Connect them all and see your complete retirement snapshot.
Portfolio Tracking
Real-time net worth, performance insights, and digestible graphs with relevant data.
Find Advisors
Browse verified CFP® and CFA® professionals. Filter by specialty, location, and fee structure.
Direct Messaging
Chat securely with advisors inside the app. No cold calls, no spam, just direct communication.
Where do you fall?
WealthTrac works for both individuals tracking their retirement and advisors growing their practice.
For Individuals
Track all your retirement accounts in one place. Find trusted advisors. Get personalized insights to reach your goals.
- Connect all your 401(k)s and IRAs
- See your complete financial snapshot
- Find vetted financial advisors
For Advisors
Connect with clients looking for your expertise. Manage relationships. Grow your practice with the right tools.
- Get matched with qualified leads
- Manage client relationships
- Streamline your practice
Not sure which is right for you? Get in touch
Frequently asked questions
Everything you need to know about WealthTrac.
We're launching in Q1 2025. Join our waitlist to be the first to know when the app is available on iOS and Android. Early access members will get 3 months free.
WealthTrac is free for individuals. We make money by charging financial advisors a simple monthly subscription to connect with clients on our platform.
Absolutely. We use 256-bit AES encryption—the same standard used by major banks. We have read-only access to your accounts (we can't move your money), and we never sell your data to third parties.
You can connect 401(k)s, IRAs (Traditional, Roth, SEP), brokerage accounts, and bank accounts. We support most major financial institutions including Fidelity, Vanguard, Charles Schwab, and more.
Yes, you can manually add account balances if you prefer. However, connecting accounts gives you the most accurate, real-time view of your retirement snapshot.
Advisors can apply through our website. We verify all advisors on our platform to ensure they have proper credentials (CFP®, CFA®, etc.) and are in good standing. Click "Join as an Advisor" to get started.
Still have questions?
Contact usYour retirement,
all in one place
Be the first to track your financial future with WealthTrac.