Your wealth. Clarity and control.Request private access
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YOUR WEALTH. IN PERSPECTIVE.

Every asset.
One perspective.

A unified view of your wealth. Clear allocation across markets. A complete perspective for the decisions that matter.

Stocks, crypto, DeFi, and real estate.
One financial picture. Your assets stay in your control.

Request access Security and control

FROM WALL STREET TO ONCHAIN.

BitcoinEthereumSolanaUSD CoinTetherAppleNVIDIATesla
Stocks. Crypto. DeFi. Real estate.
THE WEALTH PERSPECTIVE INTERACTIVE DEMO
Portfolio StocksUSD
Stocks balance$194,500.00

+12.64% over 1Y · sample

Portfolio value
JANAPRJULOCTDEC
Holdings3 positions
AppleAAPL · US equities
$68,50035.2%
NVIDIANVDA · US equities
$74,25038.2%
TeslaTSLA · US equities
$51,75026.6%
ILLUSTRATIVE PORTFOLIOSample values. No live accounts connected.

SELECT AN ASSET CLASS. SEE THE PERSPECTIVE CHANGE.

Privacy comes first.CLEAR BOUNDARIES. LASTING CONTROL.
Encrypted in transitYour connection, protected by HTTPS
Your keys stay yours.No wallet connection required
Our safeguards

DIVERSIFY YOUR ASSETS. NOT YOUR ATTENTION.

Many accounts.
One financial life.

Brokers. Exchanges. Wallets. Property. Your wealth spans them all. Bring the full picture into focus, with each asset in context.

01 / BRING IT TOGETHER

Beyond the account balance.

A consolidated perspective across brokers, exchanges, wallets, and real estate. From liquid positions to the properties you own.

02 / SEE YOUR EXPOSURE

Know where you stand.

See the weight of each asset class, the balance between markets, and where your exposure is concentrated. A clear basis for considered decisions.

03 / FOLLOW THE BIGGER PICTURE

Perspective over noise.

Put changes in context across your portfolio. Keep your allocation, long-term perspective, and financial priorities in focus.

One perspective. Public markets, private assets, and everything in between.

PRIVACY FIRST. CONTROL STAYS WITH YOU.

A clearer view.
A private world.

Encrypted connections. No financial credentials to request access. No custody of your assets. Clear boundaries, from your first interaction.

Your browserHTTPSWealth

A PROTECTED CONNECTION

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CONCRETE SAFEGUARDS

Encryption in transit.

Your connection uses HTTPS to encrypt information in transit between your browser and Wealth, including access requests.

Your keys stay yours.

No seed phrases. No wallet signatures. No account passwords. Request your invitation with just an email.

Your assets. Your control.

Your money stays with your institutions. Wealth does not hold assets, execute trades, or request withdrawal permissions.

Encrypted connection. Private keys stay with you.Request access

WHERE YOUR WEALTH LIVES

Across assets.
Across institutions.

From onchain positions to bank and brokerage balances. Explore the assets and platforms behind a complete financial picture.

01

BEYOND THE WALLET BALANCE

DeFi tracking

Lending, liquidity pools, and staking. A place for the positions behind your onchain exposure.

  • Aave
  • Uniswap
  • Solana staking
02

ACROSS NETWORKS

Crypto

Native coins and tokens across wallets and chains. Digital assets in the context of your total wealth.

  • Bitcoin
  • Ethereum
  • Solana
03

YOUR LIQUIDITY, IN CONTEXT

Stablecoins & cash

Stablecoin holdings and cash reserves, with the distinction between onchain balances and bank deposits kept clear.

  • USDC
  • USDT
  • USD cash
04

THE FOUNDATION OF YOUR FINANCES

Bank accounts

Account balances and cash activity. The banking side of your financial picture, alongside your investments.

  • Mercury
05

A WIDER VIEW OF PUBLIC MARKETS

Stocks & brokers

Equities, ETFs, and brokerage cash. Your market exposure across the accounts where you invest.

  • Alpaca
  • Interactive Brokers
  • Tradier
06

ONE PERSPECTIVE ACROSS VENUES

Exchanges

Crypto and fiat balances across exchanges. See where assets are held and how each venue fits into the wider portfolio.

  • Binance
  • Kraken
  • Coinbase

Asset and provider examples. No live financial connections on this site.

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YOUR NEXT CHAPTER STARTS WITH CLARITY.

Make room for
the bigger picture.

For investors with assets across institutions, markets, and chains. One perspective for a financial life that demands clarity.

Request an invitation to your complete financial picture. No account connections. No commitment.
PRIVATE ACCESS

Request access.

A unified view of your wealth. Across accounts, markets, and asset classes.

Your wealth. In one place.

A FEW THINGS TO KNOW

Clarity, from
the beginning.

What is Wealth?

Wealth brings stocks, crypto, DeFi, real estate, and cash into one clear portfolio perspective. Understand your allocation across markets and asset classes, with your assets remaining at the institutions and wallets you choose.

How do I request access?

Submit your email through Request access. You’ll receive confirmation when your request is delivered, and we’ll follow up by email. Access remains restricted; a request does not create an account or connect financial assets.

Will Wealth move or hold my money?

Your assets remain with your banks, brokers, exchanges, and wallets. Wealth does not hold funds, execute trades, or request withdrawal permissions. You retain control of your money.

How is my request protected?

HTTPS encrypts information in transit between your browser and Wealth. The access form requires only your email. It does not request bank passwords, private keys, seed phrases, or wallet signatures.