Been using Wealthra for 3 months now
Been using Wealthra for 3 months now. I have looked at many apps to manage my finances. Wealthra makes the set up and process easy. The asset and portfolios operate well
August 17, 2026
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Company details
Written by the company
Wealthra is an Australian-based app that brings your whole financial life into one place. It's not just another personal finance app — Wealthra combines budgeting and investment tracking in a single platform, so you can see your spending, bills, savings and investments together on one dashboard. Connect your accounts securely through Australia's Consumer Data Right (Open Banking) and your bank transactions load automatically each day. Access to your bank accounts is read-only — Wealthra can see your data but can never move your money. Your privacy is protected with encryption, two-factor authentication and strict access controls, all built on Australia's Consumer Data Right framework. We've taken the hassle out of managing transactions and bills, setting budgets and tracking goals. From there you can watch your net worth, forecast ahead and keep tabs on your investments — with an AI Coach on hand to help you make sense of your numbers. Designed by accountants who wanted something better and simpler than the other options. Try it today. Wealthra provides factual information only, not financial advice. We don't hold an AFSL.
Contact info
Level 10, 95 North Quay, 4000, Brisbane, Australia
- info@wealthra.io
- wealthra.io
3.7
Average
1 review
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