Your finances, simplified.
Your wealth, amplified.
Your future, secured.
Affluent is the modern wealth management solution that simplifies complexity and amplifies opportunity. We provide the tools and expertise you need to secure your financial future.
For angel investors
For tech founders & execs
For financial advisors
Features
Beautiful dashboards to track what matters to you
Time to ditch your messy spreadsheets. Our main dashboard helps you monitor your overall net worth over time and understand how it can be broken down by asset class.
Our three investment dashboards give you detailed information about the performance of your listed assets (stocks, crypto...), angel tickets and fund investments.
Simulate your financial future
Capture important details of your life, account for inflation and taxes, and define your own milestones.
Build simple but rich financial plans that help you make better financial decisions and reach your goals.
Detailed performance in the blink of an eye
Simply enter your past transactions, and we’ll tell you exactly how much return you made on an investment.
Track IRR, multiple and P&L for public assets, angel tickets as well as fund investments.
Clarity on stock options compensation
Enter your grant information and we’ll automatically build a vesting schedule for you.
Build valuation scenarios to estimate how much your stock options are worth.
Log exercise and sale events to keep a truthful picture of your stake and potential.
Virtual safe for all your financial docs
We offer a secure digital vault to store all your important financial documents, making them easily accessible whenever you need them.
Gain peace of mind knowing that your information is secure, organized, and at your fingertips.
What's next?
Collaboration
Services
FAQ