After more than two decades as an executive leading large-scale operations and managing multi-million dollar business systems, I found myself facing a surprisingly personal challenge: I didn’t feel fully in control of my own financial future.
Like many people, I was balancing a demanding career and family life—making good money, but with little time or clarity around how to make that money truly work for me. Most of the tools and advice I came across felt too rigid, too scattered, or just didn’t stick.
So I created Wealthiqo.
Wealthiqo started as a personal mission to simplify and systematize how I managed my finances—without sacrificing time or sanity.
I didn’t need another lecture or overly complex spreadsheet. I needed clear, accessible tools that could help me budget smarter, pay down debt, and build long-term wealth while still living life.
Wealthiqo was born from that need—to help people like me take meaningful steps toward financial freedom, powered by AI and a bit of operational discipline.
At its core, Wealthiqo is about financial clarity and control. We offer AI-powered tools and systems designed to help you:
You don’t need to be a finance expert. You just need a framework that works for your life.
There’s tremendous value in reading 100 finance books or obsessing over spreadsheets—many people thrive with that level of depth.
But there’s also another path. At Wealthiqo, we believe clarity, automation, and a few core principles can get you 80% of the way there—without drowning in complexity. We’re here to make progress possible for people who want a clear, efficient, and repeatable way to manage money.
If you're ready to stop guessing and start growing, try the free starter kit. You’ll see what’s possible when your money starts working for you.
— Terrance Underwood
Founder, Wealthiqo