You can try out our desktop app as an individual or advisor by logging in here. Message Nathan for access to these apps on iOS or Android.
Our new offer is for a concierge wealth management membership for $179/yr. You get 24/7 unlimited access to professional advice.
Below are our revised pitch materials, business plan and financial model. Our goal is to raise $200k from an angel investor or fund
26 Page pdf guide & video tutorial to help you create an account, view reports and connect with an advisor.
We'll answer your questions or find someone who can. We work with leading professionals just like a private family office, but we offer so much more.
You can view our pitch deck by clicking here.
Our financial model is a work in progress, but you can see the current version here.
You can view the business plan and executive summary by clicking here.
“Excellent resource to get control of my finances.”
Natasha.S
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