Your Brand. Your Domain.Our Technology.
Deploy a fully-branded net worth tracking platform for your clients — starting at $299/month. No development team required.
10x more affordable than Addepar or Orion. Live in 48 hours, not 6 months.
Everything Your Clients Expect
A complete net worth tracking platform with AI-powered insights, bank connections, and real-time portfolio monitoring — all under your brand.
Complete White-Label Branding
Your logo, colors, domain, and identity. Your clients see your brand, not ours.
Custom Domain + SSL
Run on your own domain with full SSL. wealth.yourfirm.com — live in 48 hours.
AI Financial Assistant
Your clients get a branded AI assistant that answers questions about their finances in plain English.
Unlimited Client Accounts
No per-seat licensing on Enterprise. Add as many advisors, analysts, and clients as you need.
Bank-Level Security
SOC 2 Type II certified infrastructure. 256-bit encryption. Plaid integration with 12,000+ institutions.
Audit Logs & Access Controls
Full audit trail with enterprise-grade access controls for compliance and oversight.
Data Import & Export
Bulk data import/export, tenant-level data management, and API access for your integrations.
Priority Support
Priority support queue with fast response times. Dedicated success manager on Enterprise.
See Your Brand, Your Way
Every client-facing page reflects your firm's identity — your logo, your colors, your domain. No “Powered by” badges or generic branding.
Simple, Transparent Pricing
No hidden fees. No per-user charges. No surprises.
Starter
Perfect for solo advisors and small firms
- Up to 100 client accounts
- Full white-label branding
- Custom domain + SSL
- AI financial assistant
- Plaid integration (12,000+ banks)
- Standard support
- Audit logs
Growth
For growing firms that need more
- Up to 500 client accounts
- Everything in Starter, plus:
- SSO/SAML integration
- Priority support
- Advanced analytics
- Custom report branding
- Bulk data import/export
Enterprise
For institutions that need it all
- Unlimited client accounts
- Everything in Growth, plus:
- Dedicated success manager
- SLA guarantee
- API access
- Custom integrations
- Compliance reporting
Save 20% with annual billing
All plans include a 30-day pilot period. Need something custom? Let's talk.
Built For
Financial professionals who want to offer modern wealth tracking without the build cost.
Registered Investment Advisors
Give your clients a modern, branded portal to track their complete financial picture alongside your advisory services.
Family Offices
Consolidate complex, multi-entity wealth structures with custom categorization and reporting.
Banks & Credit Unions
Offer net worth tracking as a value-add service to deepen customer relationships and reduce churn.
Fintech Platforms
Embed net worth tracking into your existing platform via API or white-label. Ship in days, not months.
Nova Net Worth is veteran-owned, built in Minnesota, and trusted by users tracking millions in assets. Our infrastructure runs on Vercel, Supabase, and Plaid — the same stack powering the world's best fintech apps.
Start Your 30-Day Pilot
Tell us about your firm and we'll set up a branded demo within 48 hours.