Your wealth,
finally unified.
Connect every account, brokerage, digital asset, private stock, art, gold, jewelry, and property in one place. Track net worth in real time. Make confident decisions backed by complete and protected data.
Total net worth
$2,847,340
Investments
$1.92M
Real estate
$680K
Cash
$247K
Connects to 12,000+ financial institutions
Bank-grade security, by default
- 256-bit AES encryptionEncrypted at rest and in transit
- Read-only accessEudos can never move your money
- SOC 2 Type IIIndependently audited infrastructure
Platform features
Built for clear wealth management
Eudos is not a budgeting app. It's the command center for people who need a complete, accurate view of their financial well-being.
Complete financial picture
Link bank accounts, brokerages, 401(k)s, real estate, crypto, and private equity in one unified dashboard. Stop living in spreadsheets.
Real-time sync
Balances and transactions update automatically throughout the day. Every position, every holding — always current.
Allocation analytics
Understand exposure across asset classes, geographies, multiple currencies, and sectors. Identify concentration risk before it becomes a problem.
Performance benchmarking
Compare your returns against the S&P 500, your custom blended benchmark, or your personal financial goals.
Smart alerts
Get notified when net worth crosses milestones, allocations drift beyond thresholds, or unusual transactions appear.
Bank-grade security
256-bit AES encryption, read-only API access, and SOC 2 Type II compliance. Your data never leaves your control.
Legacy planning
Ensure heirs and family members have access to the right details of the estate when it matters most. Assign access levels, attach instructions, and prepare for an orderly transition of wealth.
Portfolio mapping
Maintain separate balance sheets for each entity — whether a holding company, subsidiary, trust, or partnership — and see how they roll up into a single consolidated picture.
Wealth forecasting
Project future net worth based on contribution rates, expected returns, spending patterns, and life events. See where you're headed — and what levers move the outcome.
Proof of wealth
Generate instant, verifiable net worth statements for accredited investor verification, loan applications, or any situation requiring documented proof of assets.
AI advisor
An intelligent advisor that surfaces insights, flags anomalies, answers questions about your portfolio, and helps you think through financial decisions — available 24/7.
Collaboration tools
Securely share your financial picture with family members, advisors, assistants, accountants, or any trusted individual. Control exactly what each person can see and do.
Pricing
Simple, transparent pricing
Essentials Intelligence
For wealth builders working toward $100K+ — full visibility and deep analytics.
- Unlimited linked accounts
- Real-time sync + up to 5 radar alerts
- Full transaction history
- Allocation & benchmark analytics
- Tax lot tracking
- Investment performance attribution
- Family & advisor sharing
- API & MCP access
- CSV & PDF export
- Priority support
- SOC 2 compliance docs
Enhanced Intelligence
For wealth builders beyond $250K — unlimited radars + advanced tax structures.
- Everything in Essentials Intelligence
- Unlimited radars + custom rules
- Advanced tax structures (DAF, private foundation)
Family Office
For wealth builders beyond $1M — wealth mapping + consolidated reporting.
- Everything in Enhanced Intelligence
- Nested trusts, LLCs & entity consolidation
- Consolidated reporting
- Unlimited custom benchmarks
- Dedicated account manager
All plans include a 14-day free trial. Credit card required, cancel anytime.
Get started today
Take control of your
financial well-being for generations.
Join wealth builders who use Eudos to understand and grow their wealth. Setup takes under 5 minutes.
Try for 14 days
Start your 14-day trial.