WealthTIP is a financial technology platform designed to make financial literacy accessible and help people build and protect wealth on their own terms. Its approach follows three steps: track money, invest with informed choices, and protect what has been built. Individuals can connect accounts to view their financial picture, monitor spending and savings goals, and identify potential leaks such as unused subscriptions. The platform also provides plain-English explanations, educational articles and videos from professionals users choose to follow, and tools to spot insurance gaps, estate-planning blind spots, and other risks. Users control whether and when to share their financial information securely with a professional.

WealthTIP serves independent financial professionals, including advisors, certified financial planners, accountants, attorneys, insurance professionals, and coaches. Professional accounts offer client roster and engagement tools, notes, and the ability to publish educational content. The company says professionals set fees upfront and that it does not take commissions or a percentage of client assets. Individuals can start with a free plan.