WaterfallWealth.ai helps you grow wealth with transparency, education, and ease of use.
Competitors are often black box systems, or require technical skills and lots of time to use. We are the sweet spot. Easy to customize sophistication, with full transparency.
Your AI co-pilot, to meet your wealth goals.
Our unique approach combines the best of AI automation with complete transparency, educational focus, and ease of use.
Every AI decision is explained in plain English with full rationale, risk context, and model health indicators.
Practice with paper trading until you learn every concept, then graduate to live automation with confidence.
Advanced drift detection, retraining alerts, and performance scorecards keep you informed about your AI's health.
SEC Marketing Rule compliant with balanced performance views, comprehensive disclosures, and regulatory oversight.
Capital automatically flows between risk tiers based on market conditions, volatility, and your custom rules.
Sophisticated AI-powered system implemented in an easy to use platform. Know exactly what's happening, and why.
Feature
Waterfall Wealth
Robinhood
Betterment
Explainability
Full rationales
None
Basic
Learning Path
Simulator-first
Basic articles
Goal-based
Model Health
Drift alerts
None
Basic
Compliance
RIA-reviewed
Broker rules
RIA standard
Transparency
Public dashboards
Limited
Standard
Try our transparent, educational approach to AI-powered investing. Start with a free defensive waterfall, graduate when you're ready.
No credit card required • Start in under 5 minutes.