Formation is the best-in-class personal finance dashboard for self-directed high-net-worth households — every custodian and entity (trusts, LLCs, equity comp, K-1s, multi-state tax) in one view, organized by the entity that owns each account, with every number traceable to its source. AURA, Formation's proprietary AI, turns that complexity into a clear, cited picture so you can manage your own wealth — it is education-only: it explains and analyzes, never gives personalized advice, and never moves money.
One plan, full access — $29.99/month or $349/year (founding members lock $17.99/month or $199/year). 7-day free trial, no free tier.
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