AI-Verified Wealth Intelligence

Know your worth.
Make the banks compete.

The first AI-verified net worth platform with a live advisor bidding marketplace — built for the 22 million HNW households that currently have none of this.

22M+ HNW households targeted
$125B Annual advisor CAC eliminated
<3 min To verify full net worth
$1T+ Target AUM on platform

Everything HNW individuals
have never had. Until now.

Five integrated layers that give you a verified financial identity and the leverage to use it.

01

AI-Verified Net Worth

Plaid, Zillow, Carta, brokerage feeds, and trust accounts — verified in under 3 minutes. One living number that updates daily.

02

Live Advisor Marketplace

Goldman Sachs, Northern Trust, and Fidelity bid in real time with expiration timers. Fee compression is structural, not negotiated.

03

Portfolio Health Score

AI grades 5 dimensions daily — diversification, tax efficiency, liquidity, income stability, and growth allocation.

04

Deal Flow Marketplace

Private placements, pre-IPO rounds, and alternative assets — visible only to verified accredited investors on the platform.

05

Unified Wealth Team

Your advisor, CPA, and estate attorney share one workspace. The coordination layer that doesn't exist anywhere else.

06

Portable Wealth Score

Your verified identity travels into mortgages, insurance, private banking, and exclusive event access — independent of any bank.

Ready to know your worth?

Whether you're an HNW individual ready to take control, or a wealth advisor looking to access a verified client pipeline — we'd love to talk.

Backed by ARK Invest · Built by Plato Studio St. Petersburg, FL · portflo.ai Seed inquiries: [email protected]