A modern wealth platform

Your wealth is complex.
Your tools shouldkeep up.

Equity grants, real estate, crypto, multiple accounts — Henry gives you a single view across every asset class, with the tax intelligence to act on what matters.

Currently onboarding by invitation
Read-only accessSecured by PlaidNo credential storage

Built for people whose finances have outgrown consumer apps.

All Accounts7 connected

Chase Checking

Depository

$42,180

Fidelity Brokerage

Investment

$891,200

3 BTC · 12.5 ETH

Crypto

$284,592

742 Valencia St

Real Estate

$785,000

Chase Sapphire

Credit Card

-$4,280

Net Worth Dashboard

Every account. Every asset.
One number that matters.

Connect banks, brokerages, and credit cards via Plaid. Add real estate with Zillow-powered valuations, crypto holdings, private investments, and vehicles. Henry calculates your true net worth across everything.

  • 12+ asset categories from cash to collectibles
  • Automatic Plaid sync with manual override
  • Net worth history with trend analysis

Equity & Tax Intelligence

ISO grants, vesting schedules,
and QSBS — not afterthoughts.

Most wealth tools pretend stock options don't exist. Henry models your equity grants with real tax implications — AMT exposure, ISO vs NSO comparison, and Section 1202 QSBS eligibility tracking.

  • Model exit scenarios at any share price
  • Compare ISO vs NSO tax outcomes side by side
  • Track QSBS 5-year hold period automatically
Acme Inc.ISO
$247,500
62% vested · Strike: $1.20 · FMV: $6.1531,000 / 50,000
Series B StartupNSO
$152,000
38% vested · Strike: $4.50 · FMV: $24.507,600 / 20,000

ISO Tax

$18,200

12.1% effective

NSO Tax

$43,800

29.2% effective

QSBS Section 120278%

1,426 days held — 401 days to qualify

Household Net Worth

$4,218,750

J
Jordan
$2,847,392Owner
A
Alex
$1,371,358Member

Combined Allocation

Cash
Invest
RE
Equity
Crypto

Household View

Shared visibility
without shared passwords.

Invite your partner or financial advisor to see the full picture — or just the parts you choose. Consolidated household net worth with per-member breakdowns and delegated access controls.

  • Invite household members with scoped permissions
  • Combined and individual net worth views
  • Advisor-ready exports and sharing

Why Henry

Not another budgeting app.

Built for complexity

Equity grants, real estate with Zillow valuations, crypto, private investments — not just checking and savings.

Tax-aware by default

ISO vs NSO modeling, AMT estimation, QSBS tracking. Your wealth tool should understand the tax code.

Net worth, not budgets

Penny-counting is for consumer apps. Henry focuses on the number that actually moves your financial life forward.

Bank-level security. Read-only access. Your credentials never touch our servers.

Read-only accessPlaid-secured connectionsNo credential storage

Your wealth deserves
better tools.

Join a growing group of founders and operators who've moved beyond spreadsheets and consumer finance apps.

Currently onboarding by invitation.

H
Henry
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