Wealth

For hardworking tech professionals looking to strategically prepare for liquidity event and subsequent smart investments

360+

Wealth

For hardworking tech professionals looking to strategically prepare for liquidity event and subsequent smart investments

360+

Many tech professionals find themselves unprepared for effective wealth management

Many tech professionals find themselves unprepared for effective wealth management

Many tech professionals find themselves unprepared for effective wealth management

Pre-liquidity planning

Secure a custom comprehensive exit planning roadmap with professional legal and financial advisors

Build diversified portfolio

Partner with professional investment managers to build and manage your diversified public portfolio, freeing you to build cool tech products

Investment advisor

You’re in a good company

Goldman Sachs provides best-in-class financial planning and investment advice for our members

Concierge

Your manager will work with our vetted legal, tax, and investment partners to hit your goals

Your professional manager will work with our legal, tax, and investment professionals to hit your goals

Review your stock option agreements

Plan and execute stock sale

Portfolio management

Immigration planning

Tax implication analysis & education

IPO sales strategy education

Obtain the best mortgage terms

Concentration risk analysis

Estate planning

Immigration planning

Estate planning

Concentration risk analysis

We really care

Our partners offer exclusive health & wellness services to members and their family members

  • Salu

    24/7 medical concierge and preventive care

  • Synlab

    Full body examination package

  • Lyfery

    New generation life insurance

  • Elsavie

    Microbiome and gut health examination

  • Stebby

    Wellness products for all your family

  • Salu

    24/7 medical concierge and preventive care

  • Synlab

    Full body examination package

  • Lyfery

    New generation life insurance

  • Elsavie

    Microbiome and gut health examination

  • Stebby

    Wellness products for all your family

Matching bank-level security standards

High security data centers located in EU, US and Singapore

Compliance with EU GDPR and adherence to strict data privacy policies

Real-time threat detection systems

End-to-end encryption using AES & SHA-256

Access control enforced through multi-factor authentication

We do not store your banking account credentials

Real-time threat detection systems

Access control enforced through multi-factor authentication

We does not store your banking account credentials

FAQ

What is your mission?

How does the client experience work?

What services do you provide?

Who are your typical clients?

FAQ

What is your mission?

How does the client experience work?

What services do you provide?

Who are your typical clients?

FAQ

What is your mission?

How does the client experience work?

What services do you provide?

Who are your typical clients?

Finally you’ll have time to think about what matters

Book a call

Finally you’ll have time to think about what matters

Book a call