Get the clarity of the ultra-wealthy. Without the gatekeeping.
One unified view of your brokers, pensions, crypto and real estate — updated automatically, across any country.
Wealtia is built for professionals with €100K+ net worth. We aggregate everything you own across borders and currencies to give you one honest picture of your wealth — and surfaces the insights that inform your next decision.
Brokers, pensions, crypto, and real estate — one unified dashboard
Proactive insights, not raw numbers — Wealtia surfaces the insights that inform your next decision
100% read-only. We can't move your funds — by design
600+ professionals already in the beta cohort
The dashboard
Your wealth, finally in one honest picture.
Every account, every currency, every asset class. No more spreadsheets, no more switching between apps. Just clarity — the kind family offices typically charge €50K+ per year to deliver.
Why Wealtia
The clarity the ultra-wealthy have always had — built for you.
For decades, the multi-million-euro family office has been a club of one. Wealtia gives every professional building serious wealth the same unified view of their assets — without the gatekeeping.
01 · See
See the honest picture.
Aggregate your brokers, pensions, crypto, and real estate across countries and currencies into one unified dashboard. The fragmented spreadsheets stop here.
02 · Understand
Understand what's really happening.
Wealtia analyses your aggregated wealth to surface portfolio exposures, concentration risks, and currency drift you can't see from any single account.
Differentiator03 · Optimise across borders
Cross-border tax awareness.
Most tools ignore where you live versus where your money sits. Wealtia surfaces your tax exposure across jurisdictions — flagging treaty implications, residency edge cases, and considerations your local accountant may not see. (Informational only — always consult a qualified adviser.)
Differentiator04 · Plan for FIRE
Know your real distance to FIRE.
The Wealtia FIRE calculator works off your actual aggregated wealth — not a guess. See your projected path to financial independence, run withdrawal-rate scenarios, and watch the number move as your portfolio does.
05 · Every asset class
Built for real wealth.
Listed equities, ETFs, pensions, real estate, crypto wallets, cash across multiple currencies — all first-class.
06 · Stay in control
Insights — never execution.
We never touch your capital and never run automated algorithms. You stay 100% in control of your money. Wealth strategy. Not a robo-advisor.
How it works
From scattered accounts to one honest picture in minutes.
01
Connect.
Link accounts via regulated Open Banking providers, or import positions via CSV. Pensions, real estate, crypto — added in a few clicks. Read-only, always.
02
Picture.
Every asset, currency, and country consolidated into one dashboard. Net worth, allocation, and performance — at a glance.
03
Insight.
Wealtia continuously surfaces what matters: portfolio exposures, currency risk, cross-border tax considerations, and opportunities you can't spot from any single account.
04
Control.
You decide. You execute. Wealtia hands you the picture and the considerations — you keep 100% of the control.
Built by
Built by an operator who's lived this problem.
W
Founder
I introduce myself personally to every beta applicant — LinkedIn, full background, references on request.
Previously at
SymantecDocuSignGoogle
10+ years leading critical infrastructure work at Symantec, DocuSign, and Google
Entrepreneur — built and exited a previous startup
Former management consultant
Why I built this: I needed it. Tracking investments across borders, understanding my real tax exposure, and figuring out how close I actually was to financial independence shouldn't require five spreadsheets and a six-figure adviser. So I built the tool I wished existed.
From the beta cohort
What early members are saying.
Quotes from the 600+ professionals already in our private beta. Names withheld at the request of beta members.
“
Before Wealtia I was running three spreadsheets and still couldn't tell you my real net worth in euros. Seeing it all in one place — broker, pension, crypto, the apartment — changed how I think about every decision.
Senior Software Engineer
Dublin, Ireland
“
Three accounts across Italian banks, my Degiro brokerage, plus a couple of pensions — for the first time it all sits in one dashboard. The FIRE calculator is what hooked me: I used to estimate my distance to financial independence with a back-of-the-napkin number, now I have the real one, updated as my portfolio moves.
Software Engineer
Milan, Italy
“
What sold me was the read-only stance. I won't connect anything that can move my money. That alone made me trust giving Wealtia visibility into the rest.
Independent Consultant
Lisbon, Portugal
Insights, not execution
We literally cannot move your money. By design.
Wealtia uses bank-level encryption and strictly maintains read-only access to your connected accounts. We have no mechanism to initiate transfers, place trades, or run automated algorithms on your behalf. Your data is used solely to generate your private dashboard and insights — processed and stored safely within the EU, in line with GDPR.
Security & compliance
Your data, handled the way it should be.
GDPR Compliant
EU data residency
Bank-level encryption
AES-256 in transit & at rest
Read-only by design
No execution, ever
FAQ
What you might be wondering.
Not ready to apply?
Join the update list.
We'll send a short note when we open new beta seats and when we ship features that affect cross-border investors. One email, never more than monthly. No spam.
Beta · Limited cohort · By application
The clarity of the ultra-wealthy. Without the gatekeeping.
Tell us a bit about yourself and we'll send your access details within 48 hours. Or join the update list if you'd rather hear from us first.
