Your Financial Advisor is now your Financial Agent

Minimize noise.
Amplify signal.

One complete view of your wealth — stocks, real estate, crypto, private equity, and more. No spreadsheets.

One complete picture

Your whole net worth — every account, asset, and liability — in a single dashboard.

Net-worth dashboard

Every asset and liability with live totals and a net-worth trend over time.

Balance sheet

Assets versus liabilities, consolidated or broken out per entity.

Allocation

See how you're allocated across asset classes and entities.

Cashflow

Money in versus out, with a live running counter.

Connect once, stay in sync

Link your institutions and let balances keep themselves current.

Bank sync

Link banks through Plaid; balances and transactions import automatically.

Crypto exchange sync

Connect Coinbase and your crypto balances flow into your hierarchy.

50+ custodians

Major banks, brokerages, and exchanges preloaded and ready to pick.

Balance history

Periodic snapshots build an automatic history of every account.

Let AI do the busywork

Drop in a document and Amp reads it — no manual data entry.

AI document import

Statements, K-1s, capital-call notices, and entity docs become holdings, values, and terms.

Statements by email

Forward statements in — even several at once — and they're extracted and reconciled.

Automatic valuations

Real estate, private funds, metals, and vehicles get live web-search-backed marks, refreshed monthly.

You stay in control

Every import surfaces a review card to confirm before anything lands.

How it works

01

Add your accounts

Connect brokerages and banks, or add private investments with our AI helpers.

02

Organize by entity

Group assets under personal, LLC, trust, or family-office structures.

03

Track & plan

Monitor performance, see the complete picture, never miss a deadline.

Ready to see everything?

Join investors using Amp to track their complete net worth.

Sign up for beta