How Vestalyze Works with Your Private Financial Data

Your financial life is intricate, made up of numerous bank accounts, brokerage accounts, loans, and credit cards likely at all different financial institutions.

Part of our goal is to help you comprehend all your money by summarizing all your financial accounts into one centralized repository – your WealthVisual™. We track your transactions, account balances, and holdings to formulate simple-to-understand metrics and analytics on your wealth.

You must know that Vestalyze does not have access to enter your accounts at the financial institutions you have linked on our platform; this is handled by a secure and trusted third-party vendor called Plaid. Your credentials are necessary to add so we can extract your financial data, aggregate it all, slice and dice, and then simplify it all down to you with daily insights and analysis.