EdWealth

Link accounts, get a Money Diagnosis, and know your next move

Ed Wealth is an AI money app that reads your full financial picture and turns it into a clear Money Diagnosis. It flags risks like concentration, idle cash, fees, and taxes, and maps a plan with concrete next moves. Connect your brokerage and bank accounts once with bank-grade, read-only links. Ed keeps watch with an Investment Health Report, a living Next Move Plan, and a Goal Desk that tracks progress. It is private by design, subscription-paid, and does not tell you what to buy or sell; it gives you a second opinion you can act on.

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