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Money Dashboard and Wealthify team up to help consumers track investments and reach spending & saving goals

  •  Leading personal finance app Money Dashboard has integrated with robo-investment provider Wealthify to allow users to track their investments alongside their other financial accounts, in real-time.

  • Money Dashboard lets users connect to providers of current, credit & savings accounts, pensions and cryptocurrency and this integration is their first with an investment provider.

  • Wealthify is an online investment service, backed by Aviva, allowing customers to invest as little or as much as they would like across original or ethical ISAs, General Investment Accounts, Junior ISAs and soon-to-be-launched Self Invested Personal Pensions.

  • Steve Tigar, Money Dashboard CEO: “We’re delighted to be rolling out integrations with innovative FinTechs such as Wealthify and making it simple for users to track their investments as well as their day-to-day spending and saving.”

Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold.

 The Money Dashboard app lets users quickly and easily connect their various accounts allowing them to see how much they’ve saved and spent, set budgets and plan for the future – no matter who they bank with. This is the first investment integration rolled out by the app, which was awarded best personal finance app at the 2018 British Bank Awards.

 Multi-award winning Wealthify, is an online investment service that aims to make investing as effortless as possible. Customers can start investing with as little or as much as they like and can opt to add a monthly top-up to keep their savings growing as fast as possible.

 Wealthify offers several different investment products including ISAs, General Investment Accounts, and Junior ISAs and soon-to-be-launched Self Invested Personal Pensions – all available as both original or ethical plans, allowing people to invest inline with their values. Customers simply decide how much they want to invest, how much risk they’re happy to take, share a few details and the investment experts do the rest.

 This tie up between two leading FinTechs is an example of the increasing collaboration encouraged by Open Banking, the government-backed initiative aimed at giving consumers greater control of how their data is shared between regulated parties. It follows Money Dashboard’s recent tie-ups with leading challenger banks including Monzo, Starling Bank and Revolut.


Steve Tigar

 Steve Tigar, Money Dashboard CEO commented:  “Our mission is to help people from all walks of life master their money, so we’re delighted to be rolling out integrations with innovative FinTechs such as Wealthify and making it simple for users to track their investments as well as their day-to-day spending and saving.

Having complete visibility over one’s finances in real-time makes it much easier for people to understand their overall financial situation and to progress to where they want to be.”

“This integration is one of a number of exciting new connections we’ll be making with providers across the financial landscape in the coming months”.


Richard Theo

 Richard Theo, Wealthify CEO added: “At Wealthify, we aim to make investing as simple, accessible and transparent as possible. Our integration with Money Dashboard is a fantastic fit for both brands, allowing our customers even greater visibility and control of their money.

We are thrilled to be the first digital wealth management platform to partner with Money Dashboard – our values are closely aligned and we have great respect for what they are doing.”

 Money Dashboard completed a £4.6m funding round earlier this year, taking investments from more than 3300 investors on crowdfunding platform Crowdcube. The funding is being used to grow the app’s community of users and boost the company’s staff.


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