Wealth Team

Your advisor, CPA, and estate attorney — one unified workspace.

Team

Relationship Value

$2.7M

Next Review

Apr 8

Q1 Review

Your Team

Sarah Chen

Wealth Advisor

Goldman Sachs PWM

Value$2,400,000

Last ContactMar 28, 2026

Next ReviewQ2 2026

Latest Note

Reviewing alternative allocation strategy. Suggested increasing PE exposure by 5%.

Robert Hughes

CPA

Deloitte Private

Value$180,000

Last ContactMar 15, 2026

Next ReviewApr 15, 2026 (Tax Filing)

Latest Note

$47,200 in harvestable losses identified. Recommended accelerating charitable giving strategy before Q2.

Patricia Lawson

Estate Attorney

Kirkland & Ellis

Value$95,000

Last ContactFeb 20, 2026

Next ReviewQ3 2026

Latest Note

Trust restructuring complete. Dynasty trust funded. Review beneficiary designations in June.

Activity Timeline

Sarah Chennote

Updated alternative allocation model. PE target increased to 22%.

Mar 28

Robert Hughesalert

$47,200 in harvestable losses identified across 3 positions.

Mar 25

Patricia Lawsonmilestone

Dynasty trust funding completed. All beneficiary designations confirmed.

Mar 12

Sarah Chenmeeting

Q1 portfolio review scheduled for April 8.

Mar 10

Robert Hughesnote

Recommend $75K donor-advised fund contribution before Q2.

Mar 5

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.