“Incredible, amazing and useful!”

Wealthica Family
Office Edition
Effortless Wealth Management

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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.

Unlimited
Transaction History

Your Family’s One Page
Report Card

Export to Excel, Google
Sheets or Yahoo Finance

Share With Your Trusted
Advisor

Accurately Assess
Fees

Unbiased Portfolio
Analysis

Secure Your
Financial Life

Capital Gains (ACB)
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