Private wealth · AI intelligence
A quiet cockpit for the wealth you've built.
Track your net worth in one place. Understand how your assets sit — personal vs. entity, onshore vs. offshore — and receive AI-generated recommendations on each holding and on how your wealth is structured.
Complete picture
Cash, stocks & ETFs, real estate, vehicles, crypto, collectibles — one balance sheet.
AI recommendations
Per-holding buy/hold/sell calls and a structuring report on your entity mix.
Yours alone
Manual entry, encrypted at rest, no brokerage credentials — nothing leaves your account.
Wealthy Account provides algorithmic output based on data you enter. It is not licensed financial, tax, or legal advice, and does not replace guidance from a qualified adviser.