“Incredible, amazing and useful!”
Wealthica Family
Office Edition
A Unified View of Your Families Wealth
Get Started
Acclaimed and Praised by Media
As Seen On
One of the best options for tracking your portfolio I... use it to aggregate all your investing accounts.
Wealthica is already recognized for its state-of-the-art features, which include automated financial aggregation.
Wealthica is one of the best tools I came across for consolidating my investments and tracking portfolio.
The Best Stock Tracking App
Delight Family Members with a Family Finance Dashboard
All holdings, across various accounts and institutions on one screen. It's financial wizardry. — Rob I.
Transaction History
Report Card
Sheets or Yahoo Finance
Advisor
Fees
Analysis
Financial Life
and Income
REPORTS
Effortless consolidated reporting for your family.
Effortlessly view your family’s total net worth online. Wealthica automatically aggregates and updates your data daily from multiple custodians or investment managers, including private investments, family businesses, and valuable assets—perfect whether you manage wealth yourself or with advisors.
INVENTORY
Easily inventory assets for smooth inheritance transfers.
Track and value all your assets—from real estate, vehicles, and collectibles to life insurance, retirement plans, and business ownership. Wealthica ensures nothing is overlooked.
KNOWLEDGE
Simplify generational wealth transfer.
Wealthica helps you inventory assets, track holders, and share wealth knowledge, making family succession planning easy and engaging.
“Owning and managing significant wealth does not have to be difficult.”
TOOLS
One tool to report, share, and archive.
Simplify generational wealth management and reporting. Wealthica consolidates transactions, providing easy, transparent financial data exports to Excel or Quickbooks Online.
COMMUNICATION
Ensure clear, regular communication.
Wealthica clearly communicates your family’s net worth, investment allocation, income, and expenses, transforming your family office reporting.
Move Beyond The Spread Sheet Say Goodbye to Data entry
Learn more aboutSupported InstitutionsGathering, reconciling, and updating asset holdings and transactions data manually can consume a significant amount of time and resources.
Wealthica automatically retrieves and updates financial data from multiple sources, eliminating the need for manual intervention, reducing the risk of errors and ensuring data integrity.
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Support for More Then 20,000+
Financial Institutions Worldwide -
Connect 19.000+
with Yodlee -
Connect 100+ Crypto Currency
wallets with Vezgo -
Connect instantly to 6,000+ apps
across 150+ chains with WalletConnect
FOR PROFESSIONALS
A Foundational Tool
Wealthica is emerging as an integral component for Family Offices, because consolidating information into a unified view provides Family Offices with an intimate and comprehensive overview of their wealth holdings.
Thousands Use Wealthica to Track $49B of Assets
12 month agreement, paid monthly
