Unified wealth intelligence platform for ultra-high-net-worth individuals and family offices
Wealth Nexus aggregates, analyzes, and optimizes complex multi-asset portfolios for the world's wealthiest individuals and the family offices that serve them. It provides a single source of truth for net worth, asset allocation, tax optimization, and generational wealth planning.
- 🗺️ Net Worth Command Center — aggregate all assets (public equities, private equity, real estate, crypto, art, collectibles) in one dashboard
- 📊 Multi-Asset Allocation Engine — optimize across asset classes with custom risk/return targets and liquidity constraints
- 🏠 Real Estate Portfolio Manager — track properties, rental income, valuations, and mortgage structures
- 🌍 Global Tax Optimization — multi-jurisdiction tax planning with scenario modeling for residency and structure changes
- 🔐 Family Governance Tools — family constitution management, next-gen education tracking, and succession planning
- 🤝 Advisor Collaboration Portal — secure workspace for CPAs, attorneys, investment advisors, and trustees
- Frontend: React / Base44 UI
- Backend: Base44 entity system with full row-level security
- Integrations: Plaid (bank/brokerage), Zillow API, crypto wallets, private equity fund portals
- AI: Net worth forecasting, tax scenario modeling, and wealth report generation
- Family offices managing $50M+ in assets
- Ultra-high-net-worth individuals
- Multi-family office platforms
- Private bank wealth management teams
git clone https://github.com/BlockchainNooberz/wealth-nexus
cd wealth-nexus
npm install
npm run devBuilt by Andrew Elston — wealth technology developer specializing in family office infrastructure.
- GitHub: BlockchainNooberz
- Contact: andrewelston177@gmail.com