Verified Net Worth

$0

+$124K (+2.6%)this month

7.8

Health Score

8 new advisor bidsGoldman Sachs PWM · Northern Trust · Fidelity Wealth · JPMorgan Chase + 4 more

Review

Net Worth Over Time

Asset Breakdown

AI-Verified

Real Estate

+3.2%

$2,100,000

Zillow

Equities

+4.8%

$980,000

Brokerage · Fidelity

Private Equity

$850,000

Carta · 3 positions

Crypto

+11.2%

$320,000

BTC, ETH, SOL

Cash & Savings

+0.1%

$180,000

Checking, HYSA

Trust Income

+0.8%

$420,000

Annual Distribution

AI Intelligence

Harvest $47,200 in Tax Losses

3 positions have unrealized losses that can offset gains this quarter. Act before March wash-sale window.

Save ~$14,160 in taxes

Reduce Real Estate Concentration

Real estate is 43% of portfolio vs 25% peer median. Consider rebalancing $400K into equities or alternatives.

Improve diversification score from B+ to A-

Increase Cash Reserve

Current cash position covers 2.8 months of expenses. Target is 6 months for your net worth tier.

Improve liquidity score from B- to B+

Portfolio Health

View Details

8.2

Diversification

6.5

Tax Efficiency

7.1

Liquidity

8.8

Income Stability

8.4

Growth Allocation

Reg D Framework

Designed to operate under SEC Regulation D, Rule 506(c). Accreditation requires document review by a licensed professional.

SOC 2 Type II

Enterprise-grade security. All data encrypted at rest and in transit. Annual third-party audit.

Compliance Ready

Platform architecture designed for FINRA Rule 3110 recordkeeping. All advisor bid history is fully auditable.

No Conflicts

Portflo does not receive compensation from advisors based on assets managed. Advisors compete on your terms.

Portflo, Inc. is not a registered broker-dealer, investment adviser, or mortgage broker. The platform facilitates introductions between high-net-worth individuals and licensed third-party financial service providers. Portflo does not provide investment advice, execute securities transactions, or arrange mortgage financing. All investment advisory services are provided solely by third-party SEC-registered investment advisers or FINRA-registered broker-dealers. Mortgage rate information is provided for comparison purposes only; all lending is arranged through licensed lenders.

Accredited investor status requires verification of financial documentation in accordance with SEC Rule 501 of Regulation D by a qualified third party (licensed attorney, CPA, or registered broker-dealer). AI-assisted net worth aggregation is used to facilitate this process and does not constitute a final determination of accredited investor status. Net worth data is aggregated via Plaid, Zillow, and Carta integrations. All data is processed in accordance with applicable privacy laws including CCPA and GDPR.

Deal flow listings are provided for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security. Private placements involve substantial risk including illiquidity and the potential loss of principal. Past performance is not indicative of future results. No return projections made by third-party advisors on this platform should be construed as a guarantee.

Portflo Health Score is a proprietary informational metric and does not constitute investment, tax, or legal advice. Peer benchmarks are anonymized and aggregated. Individual results may vary. This platform is a technology demonstration; all data shown is illustrative.