---
description: Learn more about Lodestar Wealth price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Lodestar Wealth Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/31136/financial-management/software) > [Lodestar Wealth](/software/1241215/Lodestar-Wealth)

# Lodestar Wealth

Canonical: https://www.capterra.co.nz/software/1241215/Lodestar-Wealth

> Lodestar Wealth turns your financial statements into a ranked action plan — with the dollar impact of every move.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Lodestar Wealth?

US consumers 25-50 who manage their own money: a 401(k), a brokerage account, some card debt, no financial professional. DIY investors who want a prioritized plan, not another spending tracker.

## About the vendor

- **Company**: Lodestar Wealth

## Commercial Context

- **Starting Price**: US$14.99
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Lodestar Wealth is a flat subscription, never a percentage of assets. A free account includes one complete financial analysis and one portfolio review with no card required. Lodestar Plus is $14.99/month, or $149.99/year — which works out to $12.50/month and saves $29.89 a year. Both plans start with a 7-day free trial and can be cancelled from your profile at any time, with no cancellation fee. There is no per-seat pricing, no assets-under-management fee, and no tier gated behind a sales call.
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Budgeting/Forecasting
- Data Import/Export
- Data Visualisation
- Financial Analysis
- Financial Reporting

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Financial Management Software](https://www.capterra.co.nz/directory/31136/financial-management/software)

## Alternatives

1. [MYOB Acumatica](https://www.capterra.co.nz/software/179531/myob-advanced) — 4.1/5 (77 reviews)
2. [PayPal](https://www.capterra.co.nz/software/179251/paypal) — 4.6/5 (26693 reviews)
3. [QuickBooks Online](https://www.capterra.co.nz/software/141374/quickbooks-online) — 4.3/5 (8547 reviews)
4. [FreshBooks](https://www.capterra.co.nz/software/142390/freshbooks) — 4.5/5 (4529 reviews)
5. [Xero](https://www.capterra.co.nz/software/169561/xero) — 4.4/5 (3332 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1241215/Lodestar-Wealth)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10185797/Lodestar-Wealth/> |
| en-AE | <https://www.capterra.ae/software/1241215/Lodestar-Wealth> |
| en-AU | <https://www.capterra.com.au/software/1241215/Lodestar-Wealth> |
| en-CA | <https://www.capterra.ca/software/1241215/Lodestar-Wealth> |
| en-GB | <https://www.capterra.co.uk/software/1241215/Lodestar-Wealth> |
| en-IE | <https://www.capterra.ie/software/1241215/Lodestar-Wealth> |
| en-IL | <https://www.capterra.co.il/software/1241215/Lodestar-Wealth> |
| en-IN | <https://www.capterra.in/software/1241215/Lodestar-Wealth> |
| en-NZ | <https://www.capterra.co.nz/software/1241215/Lodestar-Wealth> |
| en-SG | <https://www.capterra.com.sg/software/1241215/Lodestar-Wealth> |
| en-ZA | <https://www.capterra.co.za/software/1241215/Lodestar-Wealth> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.co.nz/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Lodestar Wealth","description":"Most money apps are rearview mirrors: they track what you already spent and categorize it. Lodestar Wealth is prescriptive. Upload a bank, card, or brokerage statement and you get a diagnostic of where you actually stand, then a prioritized action plan where every recommendation carries its dollar impact — not \"spend less on dining,\" but \"+$1,008/yr.\"\n\nHow It Works\nUpload a statement (PDF) → get a deterministic diagnostic and a financial health score → receive a ranked list of next moves, each priced → simulate a decision against a live Monte Carlo net-worth forecast → watch your net worth track over time on the dashboard.\n\nThe Numbers Are Auditable\nEvery dollar figure comes from a deterministic calculation engine. The AI model does two things only: read your statements and phrase the pre-computed recommendations. It is handed the figures and cannot alter them.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8144d3ae-5a46-4038-94f6-00ed141d3976.png","url":"https://www.capterra.co.nz/software/1241215/Lodestar-Wealth","@type":"SoftwareApplication","@id":"https://www.capterra.co.nz/software/1241215/Lodestar-Wealth#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"offers":{"price":"14.99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.co.nz/software/1241215/Lodestar-Wealth#faqs","mainEntity":[{"name":"What Is Lodestar Wealth?","@type":"Question","acceptedAnswer":{"text":"Most money apps are rearview mirrors: they track what you already spent and categorize it. Lodestar Wealth is prescriptive. Upload a bank, card, or brokerage statement and you get a diagnostic of where you actually stand, then a prioritized action plan where every recommendation carries its dollar impact — not \"spend less on dining,\" but \"+$1,008/yr.\"How It WorksUpload a statement (PDF) → get a deterministic diagnostic and a financial health score → receive a ranked list of next moves, each priced → simulate a decision against a live Monte Carlo net-worth forecast → watch your net worth track over time on the dashboard.The Numbers Are AuditableEvery dollar figure comes from a deterministic calculation engine. The AI model does two things only: read your statements and phrase the pre-computed recommendations. It is handed the figures and cannot alter them.","@type":"Answer"}},{"name":"Who Uses Lodestar Wealth?","@type":"Question","acceptedAnswer":{"text":"US consumers 25-50 who manage their own money: a 401(k), a brokerage account, some card debt, no financial professional. DIY investors who want a prioritized plan, not another spending tracker.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Management Software","position":2,"item":"/directory/31136/financial-management/software","@type":"ListItem"},{"name":"Lodestar Wealth","position":3,"item":"/software/1241215/Lodestar-Wealth","@type":"ListItem"}],"@id":"https://www.capterra.co.nz/software/1241215/Lodestar-Wealth#breadcrumblist"}]}
</script>