Wealth Camera

A CFO cockpit for your own money

See your whole net worth — and what fees and tax are quietly costing you.

Wealth Camera pulls your fragmented bank, investment and pension data into a single picture, then does the analysis a good adviser would — exposing fee drag, unused allowances and tax leakage in plain figures, in today's money — and lets you interrogate it all in plain English with a private, built-in AI analyst. Without handing over discretion of your money or paying a percentage of it every year.

Private beta. We'll only email you about access — nothing else.

Fee drag, compounded

See the long-run, compounding cost of every adviser, platform and fund charge — against a passive alternative. Not a flat fee × years; the real opportunity cost. Your own fee rates, not sector averages.

Allowances you're leaving unused

Pension annual allowance with taper and carry-forward, ISA headroom, and a prioritised list of what's worth doing before 5 April.

Tax exposure, in plain figures

Unrealised capital gains, your inheritance-tax position (including the April-2027 pension change), and net worth shown after potential CGT.

One view of everything

Bank, brokerage, ISA, SIPP, property and private holdings — connected via Open Banking or uploaded statements, classified and priced live.

Where the money actually goes

Spending categorised across every account: recurring subscriptions surfaced with their annual cost, real income separated from money moving between your own accounts, and your committed monthly baseline — the cost of the life you already lead.

Plans in today's money

Retirement, school fees and carried interest, projected by deterministic engines on one set of assumptions you control — growth, inflation, retirement age — visible and editable, never buried.

The AI layer

An analyst on top of your numbers — not a chatbot beside them.

Every figure the AI cites comes from the same engines that power the pages, scoped to your data alone. It gives you information and analysis — pointed, specific, arithmetic-first — not regulated financial advice or personal recommendations.

Ask questions in plain English

“What's my biggest holding? How far am I from my allocation target? What would moving £50k between these funds save in charges?” — answered from your live figures, with the arithmetic shown. Projections always come from the same calculation engines as the pages, so a chat answer and a page can never disagree.

Skills: analyses that run themselves

A library of one-tap analyses — year-end action list, fee audit, allowance sweep, CGT position and more. Schedule them and you're notified only when something material changes. You can even compose your own from the metrics we track.

Projects: documents plus what-ifs

Give a question its own workspace — “retire at 57”, “school fees from 2028”. Upload statements and letters, have the key figures extracted on our servers (never sent to a model), and explore scenarios in a conversation grounded in your documents and your assumptions.

Private by design

AI answers are generated inside our own AWS account, processed in the UK or EU. Names, account numbers and other direct identifiers are stripped automatically before any model sees a request; nothing is used to train models, and every AI request leaves a transparency record you can inspect in the app.

Read-only. We never hold or move your money.

Bank connections run through TrueLayer, an FCA-authorised Open Banking provider — you authenticate on your bank's own site and we never see your credentials. Tokens and uploaded documents are encrypted with AES-256-GCM, isolated to your account, and never sold. Two-factor authentication is built in, and the site installs to your phone's home screen as an app.

How we protect your data →

Built for people who'd rather see the arithmetic themselves.

We're an early-stage, founder-led private pilot — registration is invite-only while we're in beta. Leave your email and we'll be in touch.

Private beta. We'll only email you about access — nothing else.

Wealth Camera — see what fees and tax are costing you