Financial Wellness for Every Generation

Your family's money. One place.

WealthRoots teaches women to invest, kids to budget, and families to build credit and grow wealth together. One platform, every generation.

Five Pillars

Everything your family needs to build real wealth

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Women Learn to Invest

Bite-sized lessons designed for first-time investors. No jargon, no condescension. Start with $10, learn as you go, watch your confidence grow alongside your portfolio.

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Kids Set Goals & Save

Children and teenagers learn budgeting by saving for things they actually want. Real goals, real progress, real money habits that last a lifetime.

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Build Credit Together

Understand credit scores, learn what moves the needle, and build a credit history that opens doors for the whole family.

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Project Your Wealth

See where your family's finances are headed. Set a savings plan, track your trajectory, and visualize the future you're building together. Not someday. Starting now.

57%
of women hold zero investments
90%
of parents want to teach kids about money
40%
of the wealth gap is tied to financial literacy

How It Works

Simple enough for a 12-year-old. Powerful enough for a portfolio.

01

Create your family

Add everyone who wants to learn. Each member gets their own dashboard with age-appropriate content and goals.

02

Learn at your pace

Women get investing fundamentals. Teens get budgeting tools. Kids get savings goals. Everyone gets credit education.

03

Watch wealth grow

Track your family's combined progress. Project your trajectory. Celebrate milestones together. Build generational wealth.

Greenlight teaches kids. Ellevest teaches women. Nobody teaches the whole family.

WealthRoots is the first financial platform built for every seat at the table.