WealthCreateTry the demo

The anti-finfluencer

Learn it. Practice it. Own it.

WealthCreate turns first-time and burned-before investors into confident long-term owners — with bite-size expert lessons, an AI coach that teaches instead of tipping, and a practice portfolio that makes mistakes free.

Explore the prototype Read the CTO proposal

49%

of personal-finance questions US adults answer correctly — unchanged since 2017

TIAA Institute–GFLEC P-Fin Index 2025 ↗

61%

of investors under 35 follow finfluencer recommendations

FINRA Foundation, 2025 ↗

8%

of investors started in the last two years — down from 21% in 2021

FINRA Foundation, 2025 ↗

3%

of adults trust AI with money “a great deal”

Gallup via Fortune, 2026 ↗

How it works

One loop, from “where do I start?” to owning your future.

  1. 01

    Learn

    Five-minute lessons reviewed by CFP® and CFA® experts, with spaced refreshers so it sticks.

  2. 02

    Practice

    A $10,000 practice portfolio with a diversification score, stress tests, and a trade journal.

  3. 03

    Invest

    When you're ready, real accounts through a licensed broker-dealer partner — the same screens, real money.

  4. 04

    Grow

    Goals, habits, and family plans that compound — measured by readiness, not by trading volume.

The product

Everything in this prototype works. Go click it.

An AI coach that teaches

Answers come only from reviewed lessons, with citations. It declines stock picks and explains why.

Open

Expert-reviewed curriculum

Four tracks from cash flow to index funds to investor psychology, each ending in a practice action.

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Risk-free practice

Simulated markets with built-in friction: write down why before you trade, then review it later.

Open

Honest goal planning

Ranges, not promises — with the real cost of waiting and the levers that actually move outcomes.

Open

Content Studio

AI drafts, experts and compliance approve. Learner questions automatically become new lesson briefs.

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Compliance by design

Education-first launch, audit-logged AI, no gamified trading. Built to pass the regulator test.

Open

For the founding team

A CTO proposal you can click through.

Eight documents backed by current research: market and competitors, customer journey, user and business scenarios, an 18-month roadmap, platform and AI architecture, content direction, and a 30/60/90-day engagement plan.

Open the Client Hub