The complete wealth register for high net worth families
Simple yet powerful wealth tracking to help track, organise, and manage all asset types within one application.
“I could not believe it when I first saw HeirWealth. I see it as a living wealth register that makes sure all my assets, including pictures of them, are kept in one place. I can also upload a picture of any asset I am leaving to someone, and I can attach stories, making the distribution of assets in my will a much more personal and engaging experience. I haven’t seen that before anywhere.”
— Connie McKeage
Integrated with
18,000+
financial institutions globally
Capturing
40+
asset classes and types
Daily valuations of
150,000+
global instruments
Introducing HeirWealth, the complete wealth register for high net worth clients and their families.
The great wealth transfer is coming, and over 70% of people who inherit wealth will likely change advisers. Prepare your business by building brand awareness and engaging with the next generation now with HeirWealth.