A private platform for high-net-worth individuals and family offices to consolidate portfolios, plan for financial independence, and govern wealth across generations.
Consolidate multi-broker portfolios, track your path to financial independence, and keep your estate strategy in one secure place.
Connect Schwab, Interactive Brokers, Saxo, and more. See every position, every account, in one unified dashboard.
Model your FI target, track progress month by month, and run sensitivity scenarios across market conditions.
Store wills, trusts, deeds, and key documents with end-to-end encryption. Access anywhere, share with advisors on your terms.
Set allocation limits, rebalancing triggers, and concentration alerts. Enforce your investment policy automatically.
Track returns, benchmark against indices, and analyze holdings with real-time market data powered by Polygon.io.
Map beneficiaries, define exit strategies, and manage multi-member household portfolios with full audit trails.
Choose the plan that fits your wealth governance needs. All plans include bank-grade security, encrypted data storage, and priority support.
Have questions about Optimal Financial? Interested in Enterprise or Advisor plans? We would love to hear from you.
Whether you are an individual investor looking to consolidate your portfolio or a family office seeking institutional-grade governance, our team is here to help.