For individuals and families with $5M+ in net worth. A discreet, comprehensive view of every account, investment, property, and debt — kept current, and yours alone.
Request an invitation →A single dashboard for a balance sheet that has grown across decades, advisors, and asset classes.
Properties, vehicles, art, business equity, private investments — your real-world wealth tracked alongside the liquid.
Brokerage, retirement, trust accounts, banking. Connected through Plaid and SnapTrade, refreshed automatically.
Net worth across decades, scenario planning for the future, and a private history of every change you've made.
Open FinanceMaster and you see the answer to the only question that matters: where do I stand? Then every layer beneath it, in the order you want them.
FinanceMaster is currently extended to a small group of members. We accept new members on a rolling basis, with attention to fit.
Typically distributed across investments, real estate, and private holdings — the kind of balance sheet that has outgrown spreadsheets.
Built for principals, families, and the family offices and advisors who quietly work alongside them.
For those measuring in decades, not days. Discretion, calm, and a workspace that is yours alone.
Tell us a little about your situation. If FinanceMaster is right for you, we'll send a private invitation.
Request an invitation →