Built for the people creating what comes next.
You work hard to build what is next. You should keep the value you create.
We handle the complexity of your growing personal wealth, so you can focus on building.
From holding companies to QSBS stacking, we got you covered
Curated trust structures and succession planning
End-to-end management for all your wealth, not just your latest venture
Building a startup is a long and hard journey.
Trust us, we know. Our first startup took four years which in the end mostly made us just grayer and wiser. But if we had exited, we would not have paid one cent in taxes. Folks like Peter Thiel practice our playbook and now you can too.
We are building financial services for the tech innovator. Most innovators focus so hard on building their company that they forget to care for the person moving heaven and earth to build it. We care for that person.
Do you need to pay 30 to 40 percent off the top when you exit your company? Nope. As your startup grows, should you be able to use your company equity to back a mortgage on your forever home? Makes sense to us.
See how much you could save in taxes at exit with proper wealth management strategies
Total Net Worth
$21.21M
Hold concentrated equity in tax-advantaged structures while coordinating the rest of your wealth in one centralized place.
Account syncing, scenario modeling, and estate documentation all in one dashboard.
What your current banking stack should have been.
High-yield savings, credit lines, and personal loans secured by equity value and company growth trajectories.
Fireside chats and happy hours with other builders, so everyone can learn, hire, and grow together.
Event programming, expanded networks, and focused collaboration spaces.