Experience true clarity and control over your wealth
We empower high-net-worth individuals, family offices, and RIAs consolidate their clients’ entire financial portfolio into one seamless, real-time platform, providing perspective and the confidence to manage and grow their wealth.
One unified platform for all your assets
Real-time visibility into your net worth
Simplified reporting and strategic oversight
Simplifying Wealth and Amplifying Potential With One View
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Today's Insights Creating Opportunity for Generations
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Simplifying Wealth and Amplifying Potential With One View | Today's Insights Creating Opportunity for Generations |
Wealth Should Empower Not Overwhelm
Building generational wealth requires hard work. Managing generational wealth requires thoughtful planning. As assets grow, families evolve, and so do the complexities managing them.
Organization, Education, and Transparency aren’t optional. They’re essential
Outdated, manual, and expensive systems slow you down.
Multiple investment platforms, advisors, and reports make it difficult to track everything in one place.
Qualified and dedicated human capital is expensive.
A Smarter Way to Manage Your Wealth
Your Wealth, Your Way. All in One Place.
We provide high-net-worth individuals, family offices, and RIAs with a modern, cost-efficient solution for wealth tracking. By replacing outdated methods with streamlined tools, we simplify portfolio oversight, enhance efficiency, and empower better financial decision-making—without the complexity or high costs of traditional systems.
Aggregates all of your financial data into secure customizable dashboards
Provides real-time insights on your complete net worth
Eliminates manual reporting and spreadsheet chaos
A white-glove platform and service at a fraction of the cost
Ensures full transparency for optimized financial decision-making
Our Four-Step Process
How Levos Works
Consultation & Discovery:
We collaborate on your wealth tracking needs by thoroughly assessing your current financial ecosystem.
Data Aggregation & Integration:
We seamlessly integrate your financial data into Addepar, ensuring every asset is accounted for.
Reporting & Optimization:
We customize your reports and insights to reflect your unique financial priorities, ensuring they align seamlessly with your needs and preferences.
Ongoing Management & Support:
We provide continuous oversight, updates, and strategic insights for long-term success.
We make it simple to take control of your financial future.
Deep experience in Family Offices and High-Net-Worth wealth management
Proven expertise in Addepar implementation and optimization
Cost-effective infrastructure relative to expensive alternatives
Seamless integration across all asset classes
Traditional Wealth Management is Outdated
Fragmented financial systems lead to inefficiency and frustration.
Manual tracking wastes time and increases risk.
Legacy solutions are expensive and lack real-time visibility.
Our Solution: A Smarter, Seamless Approach
A centralized view of your wealth – Aggregating all financial data into one unified platform.
Cost-efficient modernization – Offering advanced financial tools without excessive licensing costs.
Legacy solutions lack real-time visibility and require significant human capital.
Disorganization leads to missed opportunity and risks multiply.
Take Control of Your Wealth.
Without a streamlined system, inefficiencies compound as financial complexity grows, leading to costly mistakes. Our platform was built out of a stewardship mentality providing sophisticated yet simplistic solutions, ensuring your wealth works for you and your family – efficiently and continuously