# Wellthplan

- **Website:** <https://wellthplan.com>
- **Primary alias:** `wellthplan.com`

## Description

Wellthplan is a personal finance app designed to help people understand what they can safely spend today while staying on track for tomorrow. It organizes transactions into three clear categories: Needs, Wants, and Savings, then uses bills, income, and spending activity to provide a safe-to-spend figure. The app connects to financial accounts through Plaid, with read-only access and encrypted connections.

Features include automatic transaction sorting, category and merchant budgets, cash-flow calendars, recurring-bill and subscription tracking, spending alerts, and a home-screen budget widget. Users can set goals such as building an emergency fund, paying off debt, saving for a trip, or planning for retirement. Wellthplan also brings cash, investments, property, and debt together to show a broader net-worth picture.

Its money coach, Benjamin, answers questions using a user’s actual financial information, offers proactive check-ins, and supports chat and voice conversations. Weekly and monthly Rundown summaries present financial activity in a story-like format. Shared plans let couples or family members manage accounts, budgets, and goals together.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/idzRVRbZvj/theme/dark/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1792704130689)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Jungle Green | #2fbe6e | accent |
| Shark | #272c33 | dark |
| Athens Gray | #ebeef1 | light |

## Fonts

- var(--font-sans) — asset _(custom)_
- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idzRVRbZvj/w/3168/h/792/idKBLmvI0F.jpeg?c=1bxid64Mup7aczewSAYMX&t=1781074724404)

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_Source: <https://brandfetch.com/wellthplan.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._