One unified balance sheet
Brokerage, retirement, trust, and banking accounts sync automatically through Plaid and SnapTrade, consolidated into a single, always-current view of where you stand.
By invitation only
Decades of wealth.One ascending line.
One private dashboard for a balance sheet that has grown across decades, advisors, and asset classes.
$25M$50M$75M$100M$125M19942002201020182026
“Where do I stand?” Every principal asks it. Across managers, entities, and decades, the answer scatters. FinanceMaster gathers it into one quiet, current truth.
Capabilities
Built for balance sheetswith history.
Beyond the liquid
Properties, vehicles, art, business equity, private investments. The assets that never fit in a brokerage app finally share a ledger with the ones that do.
Decades, not days
Net worth traced across decades, snapshots compared side by side, and scenario planning for the moves you haven't made yet.
The dashboard
Your entire balance sheet.One calm view.
Consolidated net worth
$0
4.2% YTD19942002201020182026
Private investments0%
Public markets0%
Real assets0%
Cash & equivalents0%
Art & collectibles0%
0
Linked accounts
0
Institutions
0
Of history
Illustrative. Your dashboard reflects your own accounts, assets, and history.
Security
Discretion,engineered.
The same posture a private bank keeps for its clients, applied to software. Quiet about your wealth, uncompromising about protecting it.
Read-only by design
FinanceMaster can see, never move. Account connections are read-only by default. No transfers, no trades, no exceptions.
Bank-grade encryption
Encrypted in transit and at rest. Credentials are held by Plaid and SnapTrade, never stored on our systems.
Private, full stop
No advertising, no data resale, no “partner offers.” Your balance sheet is nobody's product, including ours.
Membership
Membership hasits clarity.
I
Substance
A household balance sheet of $5M or more, liquid or otherwise.
II
Complexity
Wealth spread across managers, entities, jurisdictions, and asset classes.
III
Discretion
A preference for privacy over publicity, and clarity over noise.
Begin
Request an invitation.
Tell us a little about your situation. A member of the team replies personally, within two business days.