Ingest & extract
Forward custodial statements, fund notices, and estate documents from Outlook, Excel, PowerPoint, or PDF. Wealthstone parses and extracts every line item automatically.
The Intelligent Liquidity Engine
for Modern Wealth
Wealthstone automatically parses, normalizes, and consolidates alternatives, estate entities, custodial accounts, and global cashflows into a single, secure, and predictive dashboard.
From inbox to insight.
Organise & analyze
Every asset is classified, labeled, and normalized into a single system of record — alternatives, public markets, custodial accounts, and estate entities unified.
Visualise insights
See consolidated cashflow forecasts, portfolio returns, and allocation across all entities in one sleek, predictive dashboard.
One Core Liquidity Engine.Tailored for Your Perspective.
For Private Wealth Clients
Personal Clarity,Automated
You built your wealth to enjoy freedom, not to manually reconcile custodial accounts, track capital calls across alternatives, or chase statements across estate entities.
24-Month Cashflow Outlook
Predictive liquidity across public markets, alternatives, and lifestyle spend.
Bond maturityMar 2027
Capital call$1.2M
Lifestyle$420K
View forecast
For Family Offices & RIAs
Institutional Delivery,Scaled
Eliminate the high-friction manual work of consolidating alternatives, custodial accounts, and estate holdings so your team can focus on portfolio strategy.
Consolidated Client Liquidity
Real-time cashflow and funding forecasts across entities and accounts.
Unfunded alts$18.4M
Tax HubReady
White-labelBranded
Security and Privacy,by design.
AES-256 and TLS encryption
All communications use TLS 1.2 or higher—the same encryption standard used by financial institutions. Every record is encrypted at rest with AES-256.
Passwordless 2FA logins
Sign in with secure, passwordless email authentication and two-factor verification by default—eliminating risky password practices without compromising access control.
Dedicated environment deployment
Run Wealthstone in an isolated, dedicated environment configured for your firm's security, compliance, and data residency requirements.