Private wealth, quietly measured

Your entire fortune, in focus.

Connect your accounts and assets to see your true net worth — every investment, property, and holding, unified in one private view.

Bank-grade encryption Read-only connections Private by design
The platform

Everything you own, in one considered place.

FortuneIQ brings your banks, brokerages, property, and private holdings together — so your net worth is always current, never guessed.

Connect everything

Securely link bank accounts, brokerages, and cards through read-only connections. Balances update automatically.

Track every asset

Add property, private equity, collectibles, and crypto. Value them your way and keep a complete picture.

Your true net worth

Assets and liabilities reconciled into a single figure, tracked over time so you see the trend, not just the moment.

How it works

From scattered to settled in minutes.

01

Connect your accounts

Link financial institutions with bank-grade, read-only access. Nothing can be moved — only seen.

02

Add your assets

Record property, investments, and holdings that live outside the banking system.

03

Watch your wealth

See a unified net worth update in real time, with the history to understand where it's heading.

Private by design

Built for those who value discretion.

Your data is encrypted in transit and at rest, connections are strictly read-only, and your financial picture is never sold or shared.

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