Smarter cash management starts here

Compare rates.
Analyze your cash.
Optimize returns.

Wealthin brings transparency to deposit rates across banks and broker-dealers — helping you analyze your cash position and invest smarter, all in one place.

Step 01

Compare

Access deposit rates from every major bank and broker-dealer — savings, CDs, money markets — all in one view.

Step 02

Analyze

Get a full breakdown of your cash allocation and distribution across instruments to see where your money sits.

Step 03

Optimize

Optimize your cash position with tailored recommendations and invest directly into higher-yielding products.

Scroll

Your portfolio, visualized

Click any asset class to explore its sub-allocation.

Asset Allocation

40%EquityOF PORTFOLIO
Equity40%
Fixed Income25%
REITs15%
Alternatives10%
Cash10%

Equity

Equity sub-allocation

Public
65%
Private
15%
Thematic
10%
Hybrid
10%

Where your cash works hardest

Select an instrument to see its distribution.

Cash Allocation

50%
Bank
15%
MMFs
25%
T-Bills
10%
Stablecoins

Bank Distribution

50% Segment
🏦

Checking

Everyday accounts with instant liquidity

50%
💰

Savings

High-yield savings with competitive APY

25%
📜

CDs

Certificates of deposit with guaranteed returns

25%

AI Meets Your Savings.

01

AI Scans 4,000+ Banks

WealthIn continuously monitors CD rates across 4,000+ banks, capturing every rate change so you always have the freshest data.

02

Personalized Strategy

Enter your investment amount and timeline. Our AI builds a custom CD ladder strategy optimized for maximum yield and liquidity.

03

Maximize Your Yield

Earn up to 10× more than savings. Track your portfolio performance and adapt strategy as rates evolve in real-time.

Let AI Optimize Your Yield

Build a personalized CD ladder strategy in seconds. Enter your amount, pick your timeline, and WealthIn does the rest.