Frequently Asked Questions
Answers to common questions about WealthBrainAI, pricing, security, and getting started.
Getting Started
What is WealthBrainAI?
WealthBrainAI is a financial professional networking and AI-powered analysis platform that connects Investors, Advisors, and Analysts. It brings portfolio tracking, AI-driven research, document analysis, and professional collaboration together in one secure environment.
Who is WealthBrainAI for?
Investors can track portfolios, connect with advisors and analysts, and get AI-powered insights. Advisors can discover potential clients, manage portfolios, and collaborate with analysts. Analysts can produce and distribute research and showcase expertise. Enterprises can manage a full team with roles and consolidated billing.
How do I create an account?
Sign up free at app.wealthbrainai.com with your email or Google account. No credit card is required for the free Investor plan.
Pricing & Plans
How much does WealthBrainAI cost?
The Investor plan is free forever. Advisor and Analyst plans are $99.99/month. Enterprise plans start at $499.99/month depending on company size, with custom pricing available for larger teams. All paid plans include a 30-day free trial.
Is there a free trial?
Yes. Advisor, Analyst, and Enterprise plans include a 30-day free trial — no credit card required. Need more time? Contact us to request an extended trial.
Can I upgrade or cancel my plan at any time?
Yes. You can upgrade, downgrade, or cancel directly from the subscription page. Use the Stripe billing portal to manage your plan, and you can renew after cancellation whenever you like.
Features
What can the AI Assistant do?
The AI Assistant answers questions about your portfolio, generates research summaries and reports, analyzes uploaded financial documents, and provides quick financial insights. Free plans include 50 AI queries per month; Advisor and Analyst plans include unlimited access.
Can I track multiple accounts and portfolios?
Yes. Consolidate multiple accounts and holdings into a single dashboard with performance snapshots, cash balances, and YTD returns.
How does professional matching work?
WealthBrainAI matches professionals based on expertise, goals, and investment focus, so investors, advisors, and analysts can connect with the right people to collaborate and grow.
Security & Support
Is my data secure?
Yes. We use secure authentication with email or Google sign-in, multi-factor authentication (MFA), encrypted passwords, and role-based access control to protect your data. In addition, we use secure encryption (SSL) for all pages so your data stays private and encrypted.
How do I get support?
Reach us at info@wealthbrainai.com for general questions and support@wealthbrainai.com for support, or call us at (203) 722-2138.
Still have questions? Contact us — we’re happy to help.