Private beta

Ask to join the WealthCEO beta

We’re opening WealthCEO to a small number of households at a time. Tell us a little about yours and what you want it to do.

Tell us about your householdTwo minutes. Only your name, email and one choice are required.
We review requests in small groupsSo every beta household gets a real onboarding, not a login and a wave.
We reach out when a spot opensIf you ask for a call, we’ll find a time first.

Free to ask; no card, no commitment
Educational software, not advice
WealthCEO never moves your money

Your request

Full name

Which best describes you?

Net worth (optional)

Helps us place you in the right beta group.

Membership (optional)

What would you use first? (optional, choose any)

What do you want WealthCEO to do for you? (optional)

A sentence or two helps us place you. 0 of 1,000 characters.

I’d like a call before I joinWe’ll reach out to find a time that works.Send me occasional product newsA few emails a year about what’s new. You can opt out at any time.

By requesting access you agree that we may contact you about the beta. Requesting access doesn’t commit you to anything. See our privacy notice.