Solutions

Built for the complicated parts.

Formation earns its keep where ordinary money apps stop — multiple entities, equity comp, and tax that spans every custodian. Here's what that looks like, one problem at a time.

DIY wealth management

Manage your own wealth with a professional-grade, cited picture of every account, entity, and tax position — powered by AURA. Not an adviser.

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Multi-entity net worth tracker

Trusts, LLCs, joint, and personal — net worth by who actually owns each account, across every custodian.

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Equity comp tax planning

RSUs, ISOs, ESPP, 83(b), and the AMT-crossover — every grant tracked and modeled before year-end.

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Cross-custodian tax-loss harvesting

Scan the ±30-day wash-sale window across every broker per §1091 — so the loss you book is a loss you keep.

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Family balance sheet

Every asset, liability, and entity in one living, cited statement — the document your CPA and estate attorney keep asking for.

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Private fund & K-1 tracker

Capital calls, distributions, and K-1s for your LP interests — tracked beside your liquid wealth, by entity.

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Concentrated stock position

Single-stock risk framed as an outcome on your net worth — with the tax cost of trimming and wash-sale-aware harvesting.

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Start with the problem that brought you here.

No charge today · Cancel in two clicks · Founding price $17.99/mo or $199/yr $29.99/mo list