Affluent is a purpose-built platform to guide tech professionals' wealth

Meet the system that combines expert advice with powerful tools.
Track your assets, plan your future, and get independent financial guidance.

Affluent is a purpose-built platform to guide tech professionals' wealth

Meet the system that combines expert advice with powerful tools.
Track your assets, plan your future, and get independent financial guidance.

Affluent for angel investors

We help you keep track of your investments in private companies.

Private investments dashboard

Automated IRR and multiple calculation

Detailed history of past investments

Vault for your deal documents

For tech founders & execs

We built a beautiful product to track and understand the value of your stock options.

Stock options tracking

Valuation scenarios

Monitor all your assets

Vault for your equity documents

For financial advisors

We give you tools to make your client’s experience the best it can be.

Beautiful client net worth tracking

Invite family members

Collaborate with other advisors

Handle financial documents securely

Used and loved by employees and executives at

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.

Beautiful dashboards to track what matters to you

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.

Detailed performance in the blink of an eye

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.

Virtual safe for all your financial docs

Collaborate with family members and advisors

Whether you're sharing insights with family members or working closely with your advisors, shared space makes collaboration seamless while keeping you in control of your financial information.

Switch seamlessly between different spaces while keeping everything organized.

Collaborate with family members and advisors

FAQ

Affluent is a purpose-built platform to guide tech professionals' wealth

Affluent is a purpose-built platform to guide tech professionals' wealth

Beautiful dashboards to track what matters to you

Simulate your financial future

Detailed performance in the blink of an eye

Clarity on stock options compensation

Virtual safe for all your financial docs

Collaborate with family members and advisors

Who is Affluent designed for?

Is Affluent currently available to everyone?

What types of assets can I track with Affluent?

What kind of support does Affluent offer for managing stock options?

Can I collaborate with my financial advisor or family members on Affluent?

How does the document storage feature work, and what types of documents can I store?

Are there any fees associated with using Affluent?

How does Affluent support angel investors in tracking their investments?

Become the CEO of your own wealth business.

Beautiful dashboards to track what matters to you

Simulate your financial future

Detailed performance in the blink of an eye

Clarity on stock options compensation

Virtual safe for all your financial docs

Collaborate with family members and advisors