A private, encrypted platform for discerning investors to unify their financial world.
Connect banking, brokerages, crypto, real estate, equities, art, luxury goods, collectibles, and more. True Net Worth and allocations at a glance.
Drill down from portfolio allocations to account and transaction level data. Complete clarity across your holdings.
End-to-end encryption ensures your data remains yours alone. Our servers never have access to individual financial records.