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Stop paying 1% a year for advice you get once a quarter

WealthPilot watches your portfolio 24/7, rebalances when markets move, and harvests tax losses automatically — for a flat fee that's 90% cheaper than a human advisor.

⚡ Create your free account → risk questionnaire → personalized pricing in under a minute. No credit card.
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✓ Free forever, no credit card · ✓ Takes 30 seconds · ✓ Cancel anytime
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24/7 portfolio monitoring
Daily tax-loss harvesting
No advisor fees
Life-event aware rebalancing
Plain English weekly reports
24/7
Portfolio Monitoring
90%
Lower Advisory Fees
<1min
Response Time
0
Vacation Days
Why WealthPilot

Financial advice hasn't changed in 50 years

Traditional Advisor
Business hours only
1–2% AUM fee every year
Quarterly check-ins, maybe
Generic strategy for all clients
Tax harvesting? Rarely, manually
Life events? You have to call
Robo-Advisor
Automated, but rigid rule-sets
0.25–0.5% AUM fee annually
App dashboard, limited insight
One-size-fits-all risk buckets
Basic tax-loss harvesting only
No awareness of your actual life
WealthPilot
Monitoring and acting 24/7
A fraction of traditional fees
Real-time updates + weekly digests
Hyper-personalized to your goals
Daily automated tax-loss harvesting
Life-event aware — adjusts automatically
Built on
AI-Powered Engine
Bank-Grade Encryption
Read-Only Brokerage Access
Always-On Monitoring
Real-Time Rebalancing
How It Works

Up and running in three steps

01

Connect Your Portfolio

Link your brokerage accounts securely in minutes. WealthPilot reads your holdings, history, and risk profile — no manual entry required.

→
02

AI Learns Your Life

WealthPilot detects life events — new job, marriage, approaching retirement — and continuously adjusts strategy to match where you actually are.

→
03

Wealth on Autopilot

Daily rebalancing, automatic tax-loss harvesting, and plain English weekly reports. Your portfolio works while you don't have to think about it.

What It Does

An employee, not a tool

◎

Autonomous Rebalancing

Market shifts at 3am? WealthPilot adjusts your allocations based on your risk profile and goals. No human bottleneck.

◆

Tax-Loss Harvesting

Continuously scans for tax-saving opportunities. Every realized loss offsets gains automatically, not just at year-end.

◉

Life-Event Aware

New job, new baby, retirement approaching. WealthPilot adjusts your strategy as your life changes, not when you remember to call.

△

Plain English Reports

Weekly digests that actually make sense. What happened, why it matters, and what was done about it.

○

Risk Sentinel

Monitors concentration risk, correlation shifts, and macro conditions. Alerts before problems become losses.

●

Goal Tracking

Retirement, house, college fund. Track every financial goal with projected timelines that update in real-time.

Pricing

Simple, flat monthly fee.
No AUM. No surprises.

Human advisors charge $5,000+/yr. Robo-advisors $250–1,250/yr. WealthPilot: from $348/yr — with more AI capabilities than either.

Free
$0/mo
Free analysis forever
One-time portfolio review
Get Started →
Advisor Replacement
$29 $49/mo
Early Adopter lock 🔒
Limited spots remaining
Claim spot →
Premium
$99/mo
Limited rollout
Adds human escalation channel
View details →
🆕 32 Early Adopter spots remaining

Your advisor charges 1%/yr to meet you four times

Over 30 years, that 1% fee compounds into $500,000+ out of your pocket. WealthPilot does more — for 90% less.

Get your free portfolio analysis right now. No credit card, no commitment, no advisor fee. Ever.

✓ Free for early members ✓ Cancel anytime ✓ No credit card required
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