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.
Beta Partner Program
Be one of the first firms to offer branded financial tracking to your clients. Help shape the platform and lock in founder-level pricing.
What You Get
- 6 months free Galaxy access (any tier)
- Up to 50 client seats during beta
- Full branding setup by our team
- Custom domain configured and live
- Direct line to the founder for feedback
- Early adopter pricing locked in permanently
- Featured as a launch partner in case studies
What We Ask
- Onboard at least 10 clients in 60 days
- Monthly 30-min feedback call with our team
- Permission to use anonymized metrics
- Written testimonial if satisfied
See our white-label in action → demo.novanetworth.com
Start Your 30-Day Pilot
Tell us about your firm and we'll set up a branded demo within 48 hours.