Control your assets and track your investments

Get full control over all your assets and liabilities, and track your net worth details with Wealthry.

Plan your retirement

Our retirement guides help you understand how much you’ll need to save for retirement based on your earning and savings history.

Why Wealthry?

Wealthry features the latest money management techniques, and design experience to deliver the perfect combination of insight and tools for fast action. 

Keep track in one place

Get a read on your total investment value and your gains and losses.

Build your wealth

Shop from our marketplace of Wealth Building Solutions. You can compare and save similar to shopping for travel offers online

This is how it works

Join and get your member key

It’s simple and quick. You can sign up with your Apple or Google account, or enter your details manually.

Set your goals

Choose one or more financial goals you want to achieve to get access to the stores which will help you do that.

Select your plan

Depending on the number of features you choose, Goalry offers several plans.

Reach all your financial goals

As a member of Wealthry you get access to amazing tools to manage all your financial goals. The idea behind Goalry was to create a “financial goal mall.”  Based on your unique financial needs our machine learning presents financial stores to cover your needs.

Monitor your net worth

The Net Worth tab tracks the sum of all your assets and liabilities. Property accounts can be added on the Accounts tab to make sure key assets — such as the value of your home or vehicle — are automatically calculated. You can choose to view the past 6, 9, or 12 months of net-worth history.

Trends

Know where you've been and where you are going with powerful tools to help you stay on track.

Billry
Track spendings and save on bills

Budgetry
Budget tracking and planning

Cashry
Cash flow tools and emergency cash

Debtry
Debt payoff tracker and planner

Insurry
Shop and compare insurance

Loanry
Shop and compare loans

Taxry
Shop and compare tax offers

Wealthy
Investment, net worth and retirement builder

Home

Travel

Income

Other

Auto & Transport

Health & Fitness

Food & Dining

Shopping

Bills & Utilities

Gifts & Donations

Financial

Get the full picture

Get a visual representation of all your goals, by category. You can choose a goal category, set up your next financial goal, and track progress as the amount allocated for your goal increases.

FEATURED ON

Analyze your investments

Whether you’ve just got a 401(k) or you hold an extensive investment portfolio, the Investments tool can help you track and analyze your portfolio performance, adjust your strategy, and determine your allocation. You’ll be able to quickly get a read on your total investment value and your gains and losses. If you need more detailed information about a specific account — or even a specific holding — you can dive in deeper with just a few clicks.

Contact

23 Corporate Plaza,
Newport Beach,
CA 92660
1-800-949-1705

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About Goalry

Goalry is Unified Finance! A store for everything finance. One login across finance to do more than ever before. With specific content and tools tailored to your needs. 

© 2022 Goalry

Savings accounts

Find a savings account that suits your need.

Shop and compare wealth building solutions

Shopping online is something you surely tried so far. With the Goalry app, it’s possible to shop for wealth-building solutions. Savings accounts, investing, brokerages - you name it, shop from our marketplace, read reviews and choose the best option for you.

Investment advisors

Filter investment advisors and read reviews.

Wealth management

Select a wealth management firm to handle your money.

Money market accounts

Shop around and compare your options to decide if MMA is right for you.

Money transfer services

Learn more about some of the best companies in the industry and choose the most suitable for you.

Checking accounts

Find an offer with the lowest fees, highest interest rates, and other features that you're looking for.

CD accounts

Find Certificate of Deposit (CD) accounts available based on your needs and preferences.

Money transfer services

Learn more about some of the best companies in the industry and choose the most suitable for you.

Marketplace investing

Choose from industry-leading marketplace investing platforms.

Keep track of your wealth building goals

Investing, assets, retirement - you can track anything in the Goalry app. Create a new goal, connect it to your account and track your progress over time. 

Get started for FREE. No credit card required.