LumeniFi

Wealthbeat is an AI-powered financial health platform designed to streamline the management of personal finances by aggregating banking, investment, and liability data into a single, user-friendly interface. It allows users to track their day-to-day spending, monitor their investment portfolios, and stay updated on their debts, all while providing actionable insights to enhance their financial well-being. The platform aims to simplify financial management, making it accessible for users regardless of their financial expertise.

The core functionality of Wealthbeat revolves around its ability t…