Harness the full potential of your wealth

Our technology identifies opportunities tailored for you and our network of best-in-class Financial Advisers, Accountants, and Trust & Estate Attorneys helps you unlock them.

POPULAR TOPICS

  • FINANCIAL PLANNING
  • TAX STRATEGY
  • FAMILY OFFICE
  • WILLS
  • TRUSTS
  • ESTATE PLANNING
  • TAX PREP
  • INVESTMENT MANAGEMENT

AS FEATURED IN

OUR SERVICE

How it works

We’ll work with you to create a personal balance sheet and current financial outlook, and identify opportunities for you. Then we’ll present a curated list of Financial Advisers, CPAs, and Trust & Estate Attorneys from which you can choose.

  • 1. CREATE YOUR PROFILE

    Together, we create a detailed personal profile to understand your financial situation today—and start building a plan for tomorrow.

  • 2. SELECT YOUR ADVISERS

    We developed proprietary technology to analyze your profile and deliver a tailored list of advisers that fit your needs.

  • 3. ACHIEVE IMPACT

    Maintain your trajectory with ongoing insights and tools that allow you to play an active role or simply communicate with your advisers.

OUR PRODUCT

Smarter technology

We’re able to spot key opportunities for you, and pair you with advisers best suited to address them, with our intelligent pairing algorithm.

OUR ADVISERS

Expertise & experience

We work with best-in-class advisers and partner firms. They’re regularly named to industry-leading lists like the FT 300, Barron’s Top Advisors, and Accounting Today Top 100. Within their ranks, you’ll find advisers with decades of experience as well as the new stars, all of whom were hand-selected to provide you with exceptional advice.

FT 300: Top Registered Investment Advisers 2019

Top 1200 Financial Advisors

2019 RIA Ranking

Top Fee-Only RIAs by State

Top 100 Firms

Best of the Best Accounting Firms

OUR CRITERIA

A pedigree of trust

We hold our advisers and partner firms to a strict standard. Our due diligence process involves 5 interviews and 120 individual attributes to screen for quality. Each partner is required to meet the following criteria:

  • 100% client-aligned incentives
  • Veterans of complex financial management
  • Inclusion on the top third-party rankings
  • Financial Advisers are independent fiduciaries managing over $300M in assets
  • Tax firms are led by CPAs and stand behind clients in the case of audit

Calculate your net worth and put your wealth into perspective

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