Your entire net worth.
One dashboard. One price.
Every account, entity, and tax position — organized by entity, cited to its source, read by AURA. One plan with everything: $199/yr or $17.99/mo (list $349/yr), locked for as long as you stay.
No charge today · Cancel in two clicks · Read-only — Formation never moves money
One plan. Every module.
Balance sheet, investments, cash flow, planning, estate and insurance — with AURA reading all of it. Every screen below is live in the demo.
Net worth, organized by entity — trusts, LLCs, joint accounts.
The shipped feature, captured live from the demo’s sample household.
Formation
One plan. The entire dashboard.
Billed monthly · founding price, locked for as long as you stay
No charge today · cancel in two clicks before day 7
- Balance Sheet — net worth, treemap, 5-yr history, liquidity
- Cashflow — transactions, categories, recurring, budgets
- Unlimited linked accounts (via Plaid) + real-estate values
- Unlimited AURA — voice + text, persistent memory, honest citations
- Multi-entity model — trust · LLC · S-Corp
- Investments — allocation, asset-location, cross-custodian TLH
- Tax — brackets, contributions, K-1, year-end wizard
- Equity comp — RSU/ISO/ESPP, AMT planner, scenarios
- Net-worth projection — Monte Carlo + downside scenarios
- Estate · insurance · education (529) planning
- Statement / K-1 ingestion + reconciliation
- Unlimited household members + per-account AURA privacy
- Connect your CPA / advisor — collaboration seats(at launch)
- Auto quarterly review PDF, citation-styled(at launch)
The entity model alone is a $2,499/yr feature at Kubera — it's included here. See the comparison
How the trial works
- 1
Create your account
Email or Apple/Google, then verify your email. Two-factor security is required on every account within the first week — your data stays protected without slowing you down today.
- 2
Add a card, pay nothing today
Card on file starts the 7-day free trial of the entire dashboard — every feature, no meter. $0 due today.
- 3
Keep it, or cancel in two clicks
Settings → Billing → cancel before day 7 and you're never charged. Your data exports as JSON any time, member or not.
Built on infrastructure you already trust
Plaid · Stripe · Supabase · Anthropic
Accounts link read-only through Plaid — Formation never holds your credentials and can't move money. Payments run entirely on Stripe; your card never touches our servers. Every account is protected by two-factor authentication. Read the security overview
Frequently asked
See your whole picture by tonight.
Founding pricing — $199/yr or $17.99/mo, locked for as long as you stay. 7-day free trial, no charge today.