Asset Vault

Control which assets advisors can see. Toggle visibility to shop your portfolio for competitive bids.

Your assets are private

Toggle to let wealth advisors compete for your business

Your Assets

6/6 visible · $4.8M of $4.8M

Real Estate

$2,100,000

Zillow+3.2%

Equities

$980,000

Brokerage · Fidelity+4.8%

Private Equity

$850,000

Carta · 3 positions0%

Crypto

$320,000

BTC, ETH, SOL+11.2%

Cash & Savings

$180,000

Checking, HYSA+0.1%

Trust Income

$420,000

Annual Distribution+0.8%

Your assets are private

Go Live to let verified wealth advisors see your asset breakdown and submit competitive bids. You control exactly which assets are visible.

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.