Worth is a financial planning platform that consolidates a user's entire financial picture—accounts, assets, and holdings—into a single, clear view, then generates personalized recommendations aligned with their goals. The service operates with a privacy-first approach, using consent-based analytics and minimizing sensitive data collection to avoid selling personal information. It targets individuals with complex finances, such as those holding RSUs, pensions, or global assets, who want actionable guidance rather than just tracking dashboards.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals with complex financial situations—such as RSUs, pensions, or global assets—often struggle to get a holistic view of their wealth. Managing multiple accounts and holdings typically requires juggling spreadsheets, browser tabs, and expensive advisors, leaving people without clear, defensible answers to important money decisions.
Solution
Worth provides a platform that maps a user's entire financial landscape into one unified picture, then aligns that picture with their personal goals to surface the next best moves. The service analyzes accounts, assets, and holdings to identify overlooked opportunities like tax savings, hidden fees, and risk alerts. It delivers actionable guidance—not just dashboards—so users can make decisions with confidence, such as whether to pay down a mortgage or max out a 401(k). The platform is built on a privacy-first foundation, using consent-first tracking, minimizing sensitive data, and never selling personal information.
Target Audience
Primary users are individuals with complex wealth—including RSUs, pensions, or global assets—who want clear, actionable financial guidance without relying on a private banker or manual spreadsheet management.
Features
- Comprehensive wealth mapping that consolidates every account, asset, and holding into a single view
- Goal-aligned insights that tailor recommendations to what the user is actually trying to achieve
- Opportunity detection for tax savings, hidden fees, and risk alerts before they become costly
- Privacy-by-design architecture with consent-first tracking, minimized sensitive data, and no personal data sales
- Interactive decision-support tool that answers specific financial questions using the user's real figures