Veracy provides independent, unbiased wealth advisory services for ultra‑high‑net‑worth individuals and families, focusing on holistic financial clarity rather than asset management. Its technology platform offers a secure app for instant communication and document sharing, plus real‑time net‑worth visualization that aggregates data from over 550 financial custodians, including illiquid assets such as art, real estate, and private equity. Clients receive customized spending, budgeting, and projection reports to support informed, strategic decisions.
Funding
Funding not disclosed
Founders
Product
Problem
Ultra‑high‑net‑worth individuals and families often lack a single, unbiased view of their diversified holdings, especially when assets are spread across numerous custodians and include illiquid items such as art, real estate, and private equity. This fragmentation makes it difficult to assess overall wealth, coordinate financial decisions, and maintain secure communication with advisors.
Solution
Veracy delivers independent wealth advisory services that focus on holistic financial clarity without managing client assets. Through a secure, technology‑driven platform, clients can view real‑time net‑worth visualizations that aggregate data from over 550 custodians and incorporate detailed information on illiquid holdings. The platform also provides instant, encrypted communication and document sharing, enabling advisors to offer strategic guidance while remaining completely unbiased. Customized expense, budgeting, and projection reports help families make informed decisions aligned with their long‑term objectives.
Target Audience
Primary customers are ultra‑high‑net‑worth individuals and family offices seeking independent, technology‑enabled wealth advisory and comprehensive visibility into their diversified portfolios.
Features
- Secure app for encrypted messaging and document exchange between clients and advisors
- Real‑time net‑worth dashboard accessible via desktop and mobile, aggregating data from 550+ custodial accounts
- Integrated tracking of illiquid assets such as art, real estate, private equity, and aircraft
- Customized spending, budgeting, and projection reports to support financial planning
- Independent advisory model that provides strategic guidance without asset management conflicts