How GWP Works

Three steps from signup to full wealth intelligence.

Step 01 — Build your financial picture

Connect accounts securely through Plaid. GWP pulls income, spending, investments, debt, and savings into one complete picture.

No manual entry. No spreadsheets.

Step 02 — Get your GWP Score

Within minutes, GWP calculates your score across five dimensions with a composite number and full breakdown.

This baseline powers every recommendation.

Step 03 — Know what to do next

The attribution engine explains why each dimension is where it is. AI next-best actions identify your highest-impact move.

Not generic advice. Your next step.

Ongoing — Score moves with you

Your GWP Score updates dynamically as your financial situation changes. Actions are reflected quickly, market shifts update risk, and milestone progress is visible in one live intelligence loop.

Connect
Score
Act
Re-score

Founder Story

GWP was founded by Papa Yaw Quainoo, former Portfolio and Risk Analytics specialist at Bloomberg L.P. - someone who built the institutional tools this platform is modelled on, and who saw firsthand that none of it existed for the people who needed it most.