Wealth Loop

Kenya

Financial intelligence · Wealth orchestration

Wealth Loop

Turns fragmented Kenyan money — M-Pesa, banks, SACCOs, MMFs, NSE, Treasuries — into clear position, safe surplus, and explainable next actions.

Not guaranteed returns. Not an MLM. A co-pilot for better decisions with money you already have.

Demo snapshot

KES 30,000

Safe-to-invest surplus

Liquid money85,000
Upcoming obligations−35,000
Emergency buffer−20,000
Safe surplus30,000

Transparent calculation · last updated in demo dataset

Wealth Health

GROWING

Understand
Analyze
Find surplus
Set a goal
Take action
Track
Improve

Understand fragmentation

Personal and business contexts stay separate — with a consolidated wealth view when you need the whole picture.

Surplus engine

Safe surplus = liquid − obligations − emergency buffer. The UI explains why an amount is safe.

Trust as a feature

Demo labels, provenance, last-updated stamps, and no fake money movement. Integrations are honest about status.

Built for today. Ready for Kenya's rails tomorrow.

Manual accounts and demo market data now. Provider adapters for M-Pesa, banks, MMFs, NSE, and CBK/DhowCSD later — without rewriting the product thesis.

  • Explainable recommendations
  • Wealth Health (not CRB)
  • Credit readiness profiles
  • User-approved automation roadmap

“How can we help users make better financial decisions with the money they already have?” — that is the heart of Wealth Loop.

Open the dashboard

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