Pilot Wealth
The facts below are what the maker publishes about Pilot Wealth, checked and dated. Our editors have not written about it yet.
Plans and prices
From Pilot Wealth's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Unlimited transaction tracking · Smart budget management · Up to 3 recurring subscriptions · Multiple savings goals · Emergency fund builder · Manual transaction entry · Single income source tracking · Free forever |
| Pro | C$6.99 a month | Automatic bank sync via Plaid (paused for now) · Unlimited income sources · Real-time net worth tracking · xAI-powered coach: 25 messages/day, fair-use monthly limit · Investment tracking and insights · Retirement planning tools · Unlimited subscription tracking · Billed monthly |
| Premium | C$12.99 a month | Advanced stock and ETF tracking · Pilot Learn: 12 financial courses · Custom alerts and notifications · Elite xAI-powered coach: 100 messages/day, fair-use monthly limit · Connect up to 2 financial institutions (paused for now) · Investment holdings auto-sync (paused for now) · Billed monthly |
The facts
Each one read from Pilot Wealth's own pages, with the date it was checked.
What it does
- Account sync
- bothchecked 22 Sep 2026
- AI coach
- The AI coach is powered by xAI and can answer questions using spending, income, savings, and goals data.checked 11 Oct 2026
- Authentication
- The security policy says authentication is handled by Clerk and Pilot Wealth does not store passwords.checked 11 Oct 2026
- Bank integration
- Pilot Wealth uses Plaid for bank connections, but automatic bank sync is currently paused and accounts can be tracked manually.checked 11 Oct 2026
- Bill tracking
- Yeschecked 22 Sep 2026
- Budgeting
- The Free plan includes smart budget management, unlimited transaction tracking, and manual transaction entry.checked 11 Oct 2026
- Budgeting tools
- Yeschecked 22 Sep 2026
- Canadian accounts
- The product is built around Canadian accounts including TFSA, RRSP, and FHSA.checked 11 Oct 2026
- Data protection
- Pilot Wealth says data is encrypted in transit and at rest, and bank access tokens are encrypted again before storage.checked 11 Oct 2026
- Intended audience
- Pilot Wealth describes itself as built for Canadians and says it is not a financial advisor and its content is educational.checked 11 Oct 2026
- Investment features
- Pro includes investment tracking and insights, while Premium adds advanced stock and ETF tracking and investment holdings auto-sync, which is currently paused.checked 11 Oct 2026
- Learning
- Premium includes Pilot Learn with 12 financial courses.checked 11 Oct 2026
- Net-worth tracking
- Yeschecked 22 Sep 2026
- Payments
- The security policy says payment processing is handled by Stripe and Pilot Wealth does not store card numbers or payment credentials.checked 11 Oct 2026
- Purpose
- Pilot Wealth offers Canadians budgeting, savings goals, net worth tracking, and an AI coach informed by their financial data.checked 11 Oct 2026
- Security
- The security policy says Plaid access tokens are encrypted at rest and Pilot Wealth does not store bank usernames or passwords.checked 11 Oct 2026
- Support
- For account access help, the site directs users to [email protected].checked 11 Oct 2026
- Supported institutions
- The site lists RBC, TD, Scotiabank, BMO, CIBC, and hundreds of credit unions as supported through Plaid.checked 11 Oct 2026
Money
- Free plan
- Yeschecked 22 Sep 2026
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