Control Your Financial Identity
Use it to build wealth, buy homes, rent places and more.
Alyssa Livingston
“It's the best financial tool for organizing and sharing financial data."
Nate Hoskin, CFP
"Data ownership is the next frontier and now you can turn your data into an asset."
Teresa Rodriguez
“This is gold for anyone working with financial planners and advisors”
One Wallet. Many Benefits.
Unleash the power of your data.
Simplify
Manage financial data in one place. Organize bank accounts, income, investments, statements, tax records, and identity info, with linked accounts kept up-to-date automatically. More info
Share
Instantly share with lenders, landlords, financial professionals, and family members. You have 100% control over what you share and with whom. More info
Track
Monitor your net worth, cash on hand, total investments, and debts. Make informed financial decisions to achieve your financial goals.
Secure
Military-grade encryption, powered by your unique seed phrase keeps data stored in the wallet safe and private. More info
Prove
Linked data is compliant with lending and income verification standards like Fannie Mae, Freddie Mac and Plaid. More info
Achieve Your Goals
Leverage your financials to make your dreams a reality.
How It Works
01
Link your income, bank and investment accounts. Upload documents if accounts do not support automatic data retrieval.
02
Share your profile with trusted parties by selecting data required for the task. Share via email or cloud storage.
03
Review your sharing activity, including who, what and when your profile was shared.
