EdWealth is a subscription-paid financial guidance brand built around Ed, a digital “money person” that helps users understand their finances and decide what to do next. Its free Financial Check-Up reviews a person’s overall financial picture and provides a Money Diagnosis, highlighting potential risks, opportunities, and priorities. Ed can help assess investments, identify idle savings, review cash flow, and examine company stock and restricted stock units (RSUs).

The service also offers an Investment Health Report covering concentration, exposure, and idle cash; a Next Move Plan; a Goal Desk for tracking financial goals; and chat-based guidance. After users connect their accounts, Ed says it can monitor their finances and flag issues without requiring manual updates. EdWealth positions its service as a continuing financial fitness tool rather than a one-time report, offering a second opinion without buy or sell calls.

The company says it earns through subscriptions, takes no commissions, runs no ads, and does not sell user data. Its site also publishes articles on investing, savings, cash flow, and financial decision-making