Your Wealth Has Blind Spots.
We Find Them.
Unify your accounts, uncover hidden risks, and get institutional-grade analytics on your entire portfolio (including private investments)
No credit card required | Bank-level security
You Think Your Portfolio Is Fine. Here's What You're Missing.
Concentration Risk
You think you're diversified. But 67% of your wealth is in tech stocks across 3 accounts you never analyzed together.
Fee Hemorrhaging
$2,400/year in overlapping fund fees. Could replicate the same exposure for $240/year with ETFs.
Lazy Real Estate Equity
Your rental property: 4.2% cap rate, 2.8% ROE. Your equity could earn 8-10% elsewhere. Cost: $18K/year in opportunity loss.
Hidden Correlation
Your "diversified" portfolio: stocks, crypto, and a tech startup. All crash together in a downturn.
Tax Inefficiency
$47K in unrealized losses across accounts. Could harvest them to offset gains. Leaving $14K in tax savings on the table.
Underperforming Private Deals
That friends-and-family investment? 0% IRR for 3 years while the market returned 31%. Your $50K is now worth $34K in opportunity cost.
Evaluate Private Deals Like an Institution
Upload any private deal: real estate syndication, PE fund, or SMB acquisition
Our AI transforms static projections into interactive models with Monte Carlo simulations
Share interactive dashboards with your advisor or partners
IRR Probability Distribution
Expected IRR
18.4%
Downside (10th %)
7.2%
Upside (90th %)
28.6%
Sensitivity Analysis
From Chaos to Clarity to Action in 4 Levels
Each level builds on the last. Your complete wealth building journey.
Diagnostic
Get Your Complete Picture
Upload everything: bank statements, brokerage accounts, mortgages, private investments, rental agreements, tax documents. Privacy first -- redact sensitive info in your browser before upload.
Education
Understand What to Do
Most platforms stop at showing you problems. We take you deeper with expert video explanations, actionable guides, and weekly live AMAs with estate planning attorneys, tax strategists, and financial advisors.
Scenario Planning
Model Your Options
Education isn't enough. You need to see the math. Use interactive calculators to model real estate equity optimization, portfolio rebalancing, private investment allocation, and tax harvesting opportunities.
Expert Marketplace
Take Action
Connect with vetted experts who can help: estate planning attorneys, tax strategists, fee-only financial advisors, real estate advisors, and private investment specialists. Pay only when you need specific help.
Example Alert
RED FLAG: 73% of your portfolio is correlated to tech sector performance. Market downturn risk is 2.4x higher than optimal diversification.
You're Not Alone in This Journey
Join a community of builders facing similar decisions
Discussion Forums
Connect with other wealth builders in Real Estate Investors, Private Market Opportunities, Tax Strategy Exchange, and more.
Peer Benchmarking
Compare your allocation and performance against anonymized peers in your wealth bracket (all data encrypted and aggregated).
Deal Vetting Together
Evaluating a private investment? Share the deck (redacted) and get community feedback on terms, structure, and due diligence.
Success Stories
Learn from members who've identified risks, optimized portfolios, and made better financial decisions.
For Financial Advisors: Deliver Institutional-Grade Insights to Every Client
Differentiate your practice with comprehensive wealth diagnostics and private deal analysis.
Faster Onboarding
Automated PFS generation from client documents. Spend time advising, not data entry.
Defensible Value
Risk analytics and peer benchmarking that justify your fees and deepen client relationships.
Private Deal Due Diligence
Use DealDx to evaluate alternative investments together with clients.
White-label solutions available for enterprise
How We Align Our Interests
Three ways we generate revenue -- none of which involve charging you for the diagnostic.
Streamlined Financing
We work with lenders to proactively alert you of offers and streamline your qualification & application for mortgage, SBA, and other loan products.
Curated Investment Access
When qualified sponsors present opportunities to our community, they pay a webinar hosting fee and placement fee if members invest.
Expert Marketplace
Experts can pay to be featured in our weekly newsletter and marketplace top placements. Your access to them remains free.
Your Financial Data Is Sacred
Privacy by design. Security by default.
Browser-Side Redaction
Remove SSNs, account numbers, addresses, and any sensitive data in your browser before upload. We never see it.
Bank-Level Encryption
256-bit AES encryption in transit and at rest. SOC 2 Type II certified. Zero-knowledge architecture where possible.
You Own Your Data
Download or permanently delete everything anytime. No questions asked.
No Data Selling
We never sell, share, or use your data for advertising. Our business model doesn't depend on exploiting your information.
Expert Privacy
When you share information with marketplace experts, you control exactly what they see. Redacted by default.
Transparent Security
Read our full security whitepaper and penetration test results. We have nothing to hide.
What's Hiding in Your Portfolio?
Find out in 15 minutes. Upload your documents and get your complete diagnostic.
Total Value: Priceless
Your Cost: $0