See your wealth, Share a timeless legacy

The only platform that appreciates your full wealth story and where it’s going.

Assets - Traditional Investments
Asset - Property
Assets - Bank Account
Asset Sector Exposure
HeirWealth Net Wealth
$14,209,584
Integrate your favourite platforms
Yodlee
Xero
BGL

We valueTime

We valueTime

Transforming the time families spend shaping their legacies

HeirWealth is a platform for families to holistically understand the value of their wealth, both financially and sentimentally, and secure their legacies for the next generation. 

HeirWealth, Transforming the time families spend shaping their legacies
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Fintech Finalist Badge 2024
Fintech Finalist Badge 2024
HeirWealth for Professionals

For Professionals

Enhance whole-of-family engagement with clients.

HeirWealth for Individuals

For High Net Worth Individuals

Secure your legacy for the next generation.

A real time view of your family wealth without the flurry of paperwork

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Untether yourself from your filing cabinets

Easily import & store important wealth documents in an organised digital vault.

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Expression of wish

Simplify the estate planning process. Express your estate intentions and assign assets to family members.

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HeirWealth Whole of Wealth View
HierWealth Secure Document Library
HierWealth Expression of Wish

Get your assets in order, never fall behind again

Automate daily asset valuations

Perform daily asset valuations across all traditional asset classes from shares to crypto.

Spend less time juggling multiple systems

Automatically link to your financial institution.

Set reminders for smooth renewals & revaluations

Create reminders for family members or asset renewals, revaluations or capital calls.

Start with a photo

Automatic categorisation of assets using AI.

Create a living picture of your wealth with 40+ asset classes

Integrations
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Asset classes & growing
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Global currencies
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Global instrument valuations
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Know that your legacy is safe and secure

HeirWealth enterprise grade security
ISO27001 Certification Badge
CrowdStrike

Don’t just take it from us…

"Sadly I fell into that cohort of people who hadn't thought about the visibility of my finances and just kept a mental filing cabinet of where everything was located. When I saw HeirWealth the benefit was immediately clear. Holding all relevant docs in one place, being able to digitally catalogue them, real time price them and know that should anything happen to me my wife can easily access the family wealth. Complete peace of mind, visibility and clarity."

Nick Raine

CEO, Soderberg & Partners Wealth

"I love that HeirWealth allows me to store all of my documents in one place. I can also upload a photo of any asset that I am leaving to someone, and 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
Connie McKeage

Individual User

"The transfer of wealth is an important and proactive task that Heir Wealth facilitates. It creates the discipline of maintaining an accurate register of assets; its calendar events remind my family and other beneficiaries of my estate, to discuss regularly the changing valuations and required updating of the information. It is also a must for succession planning."

Eng Lee
Eng Lee

Individual

"I feel a great sense of comfort in knowing that HeirWealth prioritises security and is helping to protect my assets and legacy."

Andrew Lawrence

Founder & CEO, de.iterate

Resources. Just for you.

Connect with the wealth management tools and financial institutions that you already use

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Discover how HeirWealth can help you see your wealth and share a timeless legacy