Private wealth that
feels like freedom.
The intelligent operating system for HNI, UHNI, and modern family offices. Secure, organized, and effortless.
Comprehensive asset coverage
Stop juggling spreadsheets. From traditional holdings to digital frontiers, manage your entire net worth with dedicated tools for every asset class.
Private Equity
Track funds, direct investments, and capital commitments. Centralize capital call notices and quarterly reports.
Real Estate
Monitor commercial and residential properties. Store deeds, valuations, and rental income records in one place.
Physical Assets
Catalog art, watches, and collectibles with digital provenance records and insurance values.
Alternatives
Unified reporting for hedge funds, private credit, and venture capital in a single standardized view.
Public Equities
Import and consolidate your stock and bond portfolio data for a complete net worth overview.
Crypto & Digital
Record digital asset holdings and cold wallet valuations alongside your traditional investments.
The source of truth
for your wealth.
Six pillars of asset management, organized with natural clarity. Securely store and easily access all your private wealth documentation in one centralized, intelligent platform.
Overview
Analytics and insights
at your fingertips.
Stay on top of your investments with our clean, distraction-free dashboard. Gain clear visibility into your allocation and performance.
Smart Digests
Receive weekly summaries of your portfolio's health and document updates directly to your inbox.
Performance Attribution
Understand exactly which assets are driving your growth with detailed attribution analysis.
Insights
Real-time performance metrics across all asset classes.
Asset Allocation
Monthly Growth
Your data, with world-class security
We leverage Airtable's enterprise-grade infrastructure to provide you with a secure, compliant, and reliable platform for your wealth data.
Enterprise Infrastructure
By building on Airtable, we inherit robust security measures including SOC 2 Type 2, ISO 27001, and GDPR compliance. Learn more about Airtable security.
Granular Access Control
You have full control. Grant specific access levels to family members, advisors, or staff, ensuring sensitive information is only seen by the right people.
Data Protection
Your data is yours. We employ industry-standard 256-bit AES encryption for data at rest and SSL/TLS for data in transit to keep your information safe.
Trusted by private individuals and family offices
Wealthstone has completely transformed how I view my portfolio. The clarity and depth of insight are simply unmatched in the private market.
Finally, a platform that understands the complexity of family office needs. It automates the heavy lifting so we can focus on strategy.
Ready to simplify?
Annual Membership
Simple flat-fee pricing based on asset complexity. No hidden AUM fees. We believe in transparent pricing that aligns with your success.
White Glove Onboarding
Send us your shoebox of documents. We digitize, organize, and upload everything for you, ensuring your vault is perfect from day one.
Frequently Asked Questions
Is Wealthstone a regulated financial institution?
+Wealthstone Technologies Ltd is a technology provider, not a bank or regulated financial institution. We provide the software infrastructure for you to organize and track your assets. We do not hold deposits, provide investment advice, or manage assets directly.
How does Wealthstone keep my data safe?
+We take security seriously. Wealthstone is powered by Airtable's enterprise-grade infrastructure, which includes 256-bit AES encryption at rest and 256-bit SSL/TLS encryption in transit. Our platform benefits from SOC 2 Type 2 compliance, ISO 27001 certification, and robust access controls including Two-Factor Authentication (2FA) and SAML-based Single Sign On (SSO).
Where is my data hosted?
+Your data is hosted on secure servers with options for data residency. Through our infrastructure partners, we offer the ability to have data stored in the European Union or the United States, ensuring compliance with local data protection regulations like GDPR and CCPA/CPRA.
What assets can I track in the Vault?
+The Vault is designed for comprehensive wealth tracking. You can track Private Equity, Real Estate, Physical Assets (art, cars, watches), Alternatives (hedge funds, venture capital), Public Equities, and Crypto. Our flexible architecture allows for custom asset classes to meet your specific portfolio needs.
Can I share access with my family or advisors?
+Yes. You have granular control over permissions. You can invite family members or advisors to your workspace with specific roles. You can also create password-protected share links for specific views to share data securely with external parties without granting full account access.
Legal & Regulatory Status
+Wealthstone Technologies Ltd acts solely as a technology platform provider. We are not a registered investment advisor, broker-dealer, or bank. We do not offer financial, legal, or tax advice. All investment data is user-reported or aggregated from third-party custodians for informational purposes only.