Stop juggling a dozen apps—
see your true net worth
in one dashboard.
Enterprise teams, businesses, advisors, and individuals get a real-time net-worth picture—in under 60 seconds.
Your Financial Dashboard
Real-time view of your complete financial picture
Connected Accounts
5 accounts syncedThe Challenge Today
Most people waste hours every week trying to get a clear picture of their finances. Sound familiar?
Disconnected Asset Tracking
Jumping between investment apps, bank accounts, and crypto wallets just to get a partial picture of your wealth.
Manual Bookkeeping & Tax Prep
Hours spent categorizing transactions, calculating gains/losses, and preparing documents for tax season.
Switching Between Apps
Constantly logging into different platforms, remembering passwords, and dealing with inconsistent interfaces.
Spreadsheets & Upload Errors
Maintaining complex Excel files, dealing with broken formulas, and manual data entry mistakes.
Personal vs Business View Mismatch
Struggling to separate personal and business finances while maintaining a holistic view of total wealth.
Outdated Financial Reports
Relying on quarterly statements and delayed data when making critical financial decisions.
Netvrth's All-In-One Solution
Everything you need to track, manage, and grow your wealth—all in one place.
Comprehensive Asset Coverage
Connect all your accounts—banks, investments, crypto, real estate, and business assets—in one secure dashboard.
- Bank-level security & encryption
- Real-time account syncing
- Multi-currency support
- Custom asset categories
AI-Powered Accounting & Tax Automation
Let our AI handle transaction categorization, tax calculations, and generate reports automatically.
- Smart transaction categorization
- Automated tax calculations
- Custom report generation
- Compliance monitoring
Advisor-Connected Marketplace
Connect with vetted financial advisors and share your dashboard for personalized guidance.
- Vetted advisor network
- Secure data sharing
- Collaborative planning
- Performance tracking
Who Feels the Difference
Join thousands of professionals who've transformed their financial management
"Netvrth transformed how I track my business and personal wealth. What used to take me 6 hours every month now happens automatically. I can finally see my true net worth including equity, investments, and business assets."
How It Works
From setup to insights in minutes, not hours. Our streamlined process gets you up and running fast.
Connect Everything
Link all your financial accounts, investment platforms, and business tools in under 5 minutes.
Integrate Your Tools
Sync with your existing workflow—accounting software, CRM, and portfolio management tools.
Let AI Take Over
Our AI automatically categorizes, calculates, and generates insights from your financial data.
Invite & Engage
Share dashboards with your team, advisors, or accountants for collaborative financial planning.
Review True Net Worth
Get real-time insights, track progress, and make informed decisions with complete visibility.
Connect Everything
Link all your financial accounts, investment platforms, and business tools in under 5 minutes.
Integrate Your Tools
Sync with your existing workflow—accounting software, CRM, and portfolio management tools.
Let AI Take Over
Our AI automatically categorizes, calculates, and generates insights from your financial data.
Invite & Engage
Share dashboards with your team, advisors, or accountants for collaborative financial planning.
Review True Net Worth
Get real-time insights, track progress, and make informed decisions with complete visibility.
Replace Your Financial Stack
Stop juggling multiple tools. Netvrth replaces your entire financial management workflow.