Financial planning,
together.
See your true portfolio allocation. Plan as a couple. Build wealth as a team. The finance app built for two.
Your portfolio
$482,350
+2.4% today
Allocation
Household
$847,200
+1.8% today
Mine
$482K
Theirs
$365K
Accounts
Know your true allocation
Target-date funds and ETFs hide what you really own. Pair Wealth breaks down every fund using SEC filings, so you see your actual mix of stocks, bonds, and cash — across all your accounts.
VTTSX
Vanguard Target Retirement 2060 Fund
$607,000
Mine, theirs, ours
Financial planning is a team sport. See your own portfolio, your partner's, or the full household view — all in one place. Invite your partner and stay in sync.
Good evening,
Alex
Combined assets
$482,350
4 holdings across 2 accounts
Rebalancing suggested
Cash 13% above target
Accounts
›2
4 holdings
Drift
›13%
rebalance needed
Your personal finance advisor
Get insights tailored to your household. Optimize contributions, plan rebalances, audit tax placement, and check your portfolio health — all in one tap.
Advisor
Insights and actions for your household portfolio.
Contribution optimizer
Where should new money go?
Rebalance planner
Get back on target allocation
Tax placement audit
Are assets in the right accounts?
Portfolio checkup
What's going well and what to watch
Your data stays yours
Pair Wealth uses a zero-knowledge architecture. Your financial data is encrypted on your device before it ever reaches our servers. We can't read it. We don't sell it. You're in control.
Zero-knowledge architecture
Your data is encrypted before it leaves your device
Get early access
Join the waitlist and be among the first to try Pair Wealth.
Available for iPhone
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