HeirWealth
Curated by SignalFinancial planning platform simplifying wealth tracking for high net worth families.
Overview
HeirWealth is a financial planning platform aimed at high net worth families, with an emphasis on wealth tracking and management. The platform includes a wealth tracking application and a living wealth register, which assist users in organizing and managing various asset types on a global scale. By consolidating financial data, HeirWealth enables users to obtain a comprehensive overview of their financial situation and develop personalized financial plans that align with their specific objectives. Additionally, the platform offers scenario analysis tools to evaluate the potential effects of financial decisions, which may aid users in making informed choices. HeirWealth also seeks to support wealth transfer processes by involving the next generation and increasing brand visibility for businesses.
Key facts
- Founded
- 2021
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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