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Wealth management

Private banking for a generation that grew up online.

Dedicated banker, tax-aware portfolios, and trust & estate planning — without the marble lobby.

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What you get

  • Tax-loss harvesting

    Automated daily, with portfolio drift kept under 0.5%.

  • Direct indexing

    Customize at the security level — exclude sectors, employers, ethics.

  • Trust & estate

    Wills, trusts, gifting strategy with in-house counsel.

  • Concierge banking

    Same-day wires up to $5M, dedicated banker, 24/7.

Common questions

Ready to open your wealth management?

Online in 3 minutes. Funded the same business day.

Talk to a wealth banker