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

+12.4%

Portfolio

Advisors

Messages

Recent Activity

Call with Sarah Chen, CFP

Fidelity 401(k) synced

IRA contribution posted

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

All Your Accounts

401(k)s, IRAs, previous employer plans. Connect them all and see your complete retirement snapshot.

Portfolio Tracking

Portfolio Tracking

Real-time net worth, performance insights, and digestible graphs with relevant data.

Find Advisors

Find Advisors

Browse verified CFP® and CFA® professionals. Filter by specialty, location, and fee structure.

Direct Messaging

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.

Individual user icon

For Individuals

Track all your retirement accounts in one place. Find trusted advisors. Get personalized insights to reach your goals.

  • Checkmark iconConnect all your 401(k)s and IRAs
  • Checkmark iconSee your complete financial snapshot
  • Checkmark iconFind vetted financial advisors
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Advisors group icon

For Advisors

Connect with clients looking for your expertise. Manage relationships. Grow your practice with the right tools.

  • Checkmark iconGet matched with qualified leads
  • Checkmark iconManage client relationships
  • Checkmark iconStreamline your practice
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Not sure which is right for you? Get in touch

Frequently asked questions

Everything you need to know about WealthTrac.

We're launching soon on iOS and Android. Join our waitlist to be the first to know when the app goes live. 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 for institutions that aren't available for automatic connection. However, connecting accounts gives you the most accurate, real-time view of your financial 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?

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Your retirement, all in one place

Be the first to track your financial future with WealthTrac.