01 / 04
ASSETS
What you own
Investments, real estate, businesses, and other holdings in one view.
Personal wealth management.
A complete perspective.
Track your net worth and bring your assets, debts, investments, property, and financial documents together. A connected view for individuals and households with more complex finances.
ONE INTEGRATED PLATFORM
Everything connected.
Nothing overlooked.
02 / 04
LIABILITIES
What you owe
Understand debt and obligations alongside your financial position.
03 / 04
CASH FLOW
What moves
See income and spending in the context of your overall wealth.
04 / 04
VAULT
What matters
Keep important financial documents organized in one dedicated place.
Connect through Plaid to 12,000+ financial institutions
- Charles Schwab
Bank of America
Wells Fargo
American Express
Goldman Sachs
Barclays
HSBC
Discover
Coinbase
Robinhood
PayPal
Ally Bank
Capital One
Citi
U.S. Bank
PNC Bank
TD Bank
Truist
Regions Bank
Fifth Third Bank
BMO
SoFi
Fidelity
E*TRADE
Merrill
Betterment
Acorns
Chime
Venmo
A BROADER PERSPECTIVE
More than a
net worth number.
Understand how your investments, properties, businesses, liabilities, and cash flow come together to shape your financial position.
EXPLORE THE PLATFORM ↗︎“
Know what you own, and know why you own it.
PETER LYNCH · AMERICAN INVESTOR
A MORE CONSIDERED APPROACH
Bring your financial
world into focus.
From everyday cash flow to long-term holdings, FinanceLink brings disconnected financial information into one place.
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A more complete view of what you own, what you owe, and what matters.