For individuals
You're earning well. Do you know if you're building wealth?
Five questions. Your GWP Wealth Score across three pillars. A clear picture of where your money is going and whether it is building anything — powered by live Plaid data when you connect accounts.
Get your Wealth Score →GWP Wealth Score — 0 to 850
Not a credit score. Not a wellness score. A wealth trajectory score computed from Protection, Momentum, and Efficiency — with a confidence score that tells you how reliable the data is, always traceable to its source.
How well you are protected against financial shocks. Measures your emergency fund coverage in months, your debt-to-income ratio, and your insurance coverage. A weak Protection score means one unexpected event could derail everything else you are building.
The speed at which you are building wealth. Measures your savings rate, how consistently you invest, and whether your monthly cash flow is positive. Momentum is the pillar most directly within your control — behaviour change here moves the score fastest.
How well your money is working for you. Measures the proportion of your savings that is actively invested versus sitting idle, and how fully you are using tax-advantaged accounts. Efficiency is where the gap between average and excellent wealth building is most visible.
01
Answer five questions
Income, savings, debt, goals, and insurance — enough to generate a preliminary score immediately.
02
Connect accounts (optional)
Link via Plaid for a validated score with confidence metrics. Estimates work to get started.
03
See where you stand
Your score, pillar breakdown, and AI brief — with deeper insights as you connect more data.
Start with five questions.
No account connection required. Get your preliminary Wealth Score in minutes.
Get your Wealth Score →