Most investors have wealth scattered across deeds, brokerage accounts, and private equity. We provide the command center to organize your assets and secure your family's inheritance.
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Wealth is a team sport. Wealth Smith allows you to grant tiered access to your inner circle, ensuring your advisors and heirs are never left in the dark.
Provide your spouse or children the "keys to the vault" for emergency readiness.
Grant your CPA or Lawyer view-only access to specific entities for seamless tax planning.
Sarah Mitchell
Spouse • Full Access
John Doe, CPA
Advisor • Tax Data Only
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"A wise plan today is a legacy tomorrow."
Centralize your financial life across all asset classes.
Track deeds, equity growth, and mortgage balances automatically.
Sync with E*Trade, Interactive Brokers, and major global custodians.
Secure policies and wrap your portfolio in legally robust trust structures.
Create or connect 401ks and retirement funds for long-term tracking.
Join thousands of high-net-worth families who trust Wealth Smith to manage their private portfolios and legacy planning.
Free 14-day trial • Institutional Security • No credit card required