Net worth tracking platforms aggregate all financial accounts to provide a complete picture of assets, liabilities, and overall financial health. These tools offer trend analysis, asset allocation insights, and historical tracking to help users understand their financial progress and make strategic wealth-building decisions.

Revenue from premium subscriptions ($8-20/month) offering detailed analytics, historical data, investment performance tracking, and wealth projections. Additional income from wealth management advisor referrals and partnerships with private banking services for high-net-worth individuals.

• Portfolio Diversification Score

  Measure of asset allocation across different investment types

• Net Worth Velocity

  Rate of change in total net worth over time

• Account Sync Reliability

  Percentage of successfully synchronized financial accounts

Personal Capital, Monarch Money, Kubera