Don’t wonder — know.
Zealth helps take you through your own personal quest toward your financial goals. It prepares you for your journey of your plan, combines all miscellaneous adventures, shows how one decision affects another, and teaches you along the way—turning money anxiety into clarity.
Quest Composer
Zealth captures your story and data, then builds your life into a living journey you can actually follow.
Impact Graph
See how choices interact (e.g., paying down debt vs. 401(k) vs. cash buffer) and the ripple effects on taxes, timelines, and confidence.
Weekly Momentum
Get 3 right-sized actions per week and one-tap automations you approve.
Learn-as-you-go
Choose the concepts you want to learn, what you’re okay staying away from, and what you want to delegate.
Your AI financial planner & coach
A planner when you need it. A coach every week.
Understands you:
Zealth listens to how you talk about money, your past wins/mistakes, and what “good” looks like—then qualifies where you’re at with a Money Fluency level.
Advises on planning:
Clear trade-offs, “what-if” scenarios, and a detailed next step toward each Quest.
Teaches by request:
Pick topics to learn (e.g., index funds, tax basics) and topics to avoid; Zealth adapts and keeps you out of noise.
What changes in your life
Clarity you can feel
A plain-English snapshot of cash flow, debt, safety net, and investments.
Less stress, more progress
Weekly actions that fit in 5 to 15 minutes.
Fewer money arguments
Shared goals, shared language, shared wins.
Automation on your terms
You decide what to learn vs. what Zealth handles. (we don’t want to show us as competitors)
Zealth Pro for advisors
Onboard in minutes, learn what clients know and don’t know, and focus on the truly hard problems—Zealth Pro maps beliefs, knowledge gaps, and finances so you can deliver expert work faster.
Learn about Zealth Pro →Built in stealth by a proven planning + product team
Zealth is in closed beta. It uses a set of unique, tested approaches that blend tax-first financial planning with product-engineering rigor—from two founders with 20+ years each in their fields: Gabriel Shahin, CFP®, Founder & CEO at Falcon Wealth Planning, Inc., and Yaroslav Lazor, CEO of Railsware Product Studio. Railsware has been an early product partner on Calendly and has built products for clients such as ParentSquare and NexHealth—alongside its own products like Mailtrap and Coupler.io.
Zealth provides educational tools and automation. When used with a professional, advice is provided by that professional.
Request early access
We’re adding people from the waitlist in waves during closed beta. Share your goals to improve your spot in line. We’ll email you when your invite is ready.
Join the waitlist