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 app preview
Affluent app preview
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For angel investors

We help you keep track of your investments in private companies.
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Private investments dashboard
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Automated IRR and multiple calculation
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Detailed history of past investments
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Vault for your deal documents
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For tech founders & execs

We built a beautiful product to track and understand the value of your stock options.
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Stock options tracking
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Valuation scenarios
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Monitor all your assets
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Vault for your equity documents
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For financial advisors

We give you tools to make your client’s experience the best it can be.
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Beautiful client net worth tracking
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Invite family members
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Collaborate with other advisors
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Handle financial documents securely

Used and loved by employees and executives at

Meta
Stripe
Photoroom
Qonto

FAQ