About Overscale
We're building the future of personal finance for founders, combining deep human expertise with technology to help you manage your money with ease.
Our Mission
Startup founders face unique financial challenges that traditional financial advisors aren't equipped to handle. Finance loves to use complex buzzwords and acronyms like "self-directed Roth IRAs" and "SLATs" - we'll manage everything for you so you can focus on building.
We know technology (read: AI) can simplify these complex processes while maintaining the human oversight necessary for high-stakes financial decisions. Our platform improves with each interaction, becoming more sophisticated over time.
Our mission is to open access to sophisticated personal finance strategies that were previously only available to ultra-high-net-worth individuals.
Founder-Focused
Built by founders for founders. We're our own users.
AI-Native
Careful automation will unlock strategies previously available to only family offices.
Expert Oversight
Our human advisors review all final recommendations and documents.
Proven Results
You've built a lot of value. Keep it.