About Overscale
We're building the future of wealth management for founders, combining deep human expertise and oversight with cutting-edge AI enablement to help you keep the value you've created.
Our Mission
Startup founders face unique wealth management challenges that traditional financial advisors aren't equipped to handle. From self-directed Roth IRAs to SLATs, the complexity can be overwhelming.
We believe AI can automate these complex processes while maintaining the human oversight necessary for high-stakes financial decisions. Our platform learns from each interaction, becoming more sophisticated over time.
Our goal is to democratize access to sophisticated wealth management 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-Enabled
Careful automation will unlock strategies previously available to only family offices.
Expert Oversight
Our human advisors review all AI recommendations.
Proven Results
You've built a lot of value. Keep it.