Why WealthPlannr?
Why WealthPlannr?
Institutional intelligence, engineered for the Dutch investor.
01 — Wealth Aggregation
One dashboard. All your wealth.
What's out there
Investors are forced to choose between manually maintained Excel sheets, five different broker apps, or paying €50,000+/year for family-office software reserved for the ultra-wealthy.
What we built
We democratised family-office aggregation. WealthPlannr seamlessly ingests data from DEGIRO, IBKR, ABN AMRO and traditional banks into one unified data layer. The high-density reporting once reserved for institutional wealth managers — instantly accessible in your browser.
02 — Institutional Analytics
Wall Street computing power. In your browser.
What's out there
Most financial apps use simple linear calculators that assume a static 4% return and ignore the nuances of market crashes, sequence-of-returns risk, and complex tax law.
What we built
We moved quantitative models directly into the browser. WealthPlannr runs 1,000-scenario Monte Carlo stress tests and real-time Box 3 optimisation algorithms locally on your device. Institutional computing power without the latency or privacy risks of server processing.
03 — Dutch-Native AI Tax Advisor
No American model. No hallucinations. Pure Dutch.
What's out there
The market is flooded with 'AI financial planners' trained exclusively on the US tax system (401k, IRA). The alternative? Generic LLMs that hallucinate dangerous advice about Dutch fiscal law.
What we built
A specialised, localised AI tax advisor. Our intelligence layer is hardcoded to 2026 fiscal parameters, the Kerstarrest ruling, and Box 3 compliance. We don't just give advice — our engine automatically generates the exact legal counter-evidence the Belastingdienst requires.
Tegenbewijs generated
KerstarrestECLI:NL:HR:2021:1963
Actual return1.8%
Deemed return6.04%
Difference€4,237/year
StatusObjection filed ✓
04 — Consumer Experience
Institutional precision. Consumer-friendly.
What's out there
Traditional tax and wealth software is notoriously ugly. Dense, intimidating, requires a manual to understand, and looks like it was built in 2004.
What we built
The 'Stealth Fintech' standard. Complex mathematical infrastructure wrapped in a consumer-friendly, dark-mode user experience. With guided onboarding, perfectly aligned data displays, and semantic colour cues (Teal for savings, Rose for tax leakage), we made institutional analysis visually intuitive.
05 — Privacy & Security
Your data stays in the EU. Period.
What's out there
Most fintech apps send your financial data to American cloud servers, sell anonymised data to third parties, or require full read-and-write access to your bank account.
What we built
EU-hosted infrastructure (Frankfurt/Amsterdam), AES-256 encryption at rest, and read-only access via PSD2-certified bank connections. No data selling. No ads. No American cloud servers holding your Box 3 wealth.
256-bit encryptionEU data residencyPSD2 read-only accessSoftware — not financial advice