Verified Net Worth
The Problem
No verified picture of your wealth. No leverage over advisor fees. No coordination between your team.
No AI-verified net worth exists across all asset classes. Banks see fragments. You deserve the full picture.
You negotiate advisor fees completely blind. No market rate, no leverage. They do this every day.
Your advisor, CPA, and estate attorney operate in silos. No shared dashboard.
Wealth managers burn $18K+ per HNW client on cold acquisition. Portflo eliminates that.
The Solution
Plaid + Zillow + Carta + brokerage feeds + trust accounts. All verified in under 3 minutes.
The financial identity layer that doesn't exist yet.
Your verified profile goes live. Goldman, Fidelity, and Northern Trust bid with time-limited offers.
Robinhood for choosing your wealth advisor.
AI grades 5 dimensions daily. Benchmarked against 12,000+ HNW peers.
Your portfolio's credit score. Updated every 24 hours.
Advisors post Anthropic co-investments, minority sports stakes, pre-IPO secondaries.
The velvet rope. Your net worth is the ticket.
The Moat
No competitor owns AI-verified HNW net worth across all asset classes. The moat deepens with every user.
More verified users attract more advisor bids. Better bids attract more users. Structural flywheel.
Time-limited bids create daily urgency. Users return. Advisors refresh. No static tool replicates this.
Comparable Exits