What Allposit does

Allposit, Inc. is a Delaware-incorporated digital family office software company headquartered at 12 East 49th Street, New York, NY, that provides unified wealth tracking and net worth visualization for high net worth individuals, family offices, and wealth management professionals. The platform aggregates data across bank, brokerage, crypto, real estate, private investments, fine art, and cap-table holdings, leveraging integrations with established data platforms including Carta for equity management and Arch for alternative investment data. The product was originally developed for personal family-office use by a founding team with over 40 years of combined experience in trading and portfolio management technology, including a former BlueMountain executive, and is now being expanded to market with investor backing.

The core platform comprises a Standard tier priced at $7,500 per year that delivers multi-account aggregation, fully configurable dashboards with interactive graphs and pivot tables, flexible asset tagging, family entity hierarchy mapping, and unlimited collaborators; and a premium Alts Bundle priced at $10,000 per year that adds automated alternative investment data ingestion for up to 15 holdings via direct Arch integration, daily or weekly digest emails, and direct Arch platform access. Beyond these tiers, Allposit offers quote-based engagements for clients with more than 15 alternative investments and for custom data-provider connectors. The platform is SOC2 Type II certified for Security, Availability, and Confidentiality, operates as a web application supporting SSO via Google and Apple, and processes subscription billing through Stripe.

Allposit monetizes through annual recurring subscriptions sold via a consultative enterprise sales motion initiated through website demo requests, supplemented by channel partnerships with Deviate Consulting's Vendor Showcase and the Wealth Engineering Expert Sourcing Consortium that extend reach into wealth management buying committees. The company is privately held and backed by an undisclosed group of financial services and technology investors, with a publicly disclosed headcount range of 1-10 employees and no specific funding rounds, revenue figures, or cap-table details on record.

Name

Allposit

Legal name

Allposit, Inc.

Website

https://allposit.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Allposit is a digital family office wealth-tracking platform for high net worth individuals, family offices, and wealth management RIAs, aggregating bank, brokerage, crypto, real estate, private, and alt-asset holdings into customizable dashboards via Carta and Arch integrations.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth tracking software
• Family office platform
• Portfolio aggregation
• Net worth visualization
• Alternative investment tracking

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Standard Subscription: Annual subscription providing bank, broker, and advisor account connections, unlimited custodial connections, family entity hierarchy, fully configurable dashboards, custom tagging, and unlimited collaborators.
2. Alts Bundle Subscription: Premium annual subscription including all Standard features plus automated data for up to 15 alternative investments, direct access to Arch platform, and daily or weekly Arch Digest email.
3. Additional Alts Data Services: Preferred partner pricing for digitized alts data for balance sheets with greater than 15 alternative investments.
4. Custom Connectors: Custom connections for new data providers configured on a case-by-case basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Allposit operates a SaaS wealth tracking and net worth visualization platform that aggregates bank, brokerage, crypto, Carta, and Arch accounts alongside real estate, private investments, and fine art holdings. The platform offers customizable dashboards with flexible asset tagging, pivot table analytics, family entity hierarchy mapping for collaborative access, and automated alternative investment data ingestion. Sold primarily via annual subscriptions to high net worth individuals, family offices, and wealth management professionals.

Product overview

Allposit is a unified wealth tracking and net worth platform designed for high net worth individuals, family offices, and wealth management RIAs. The platform architecture consists of a Standard tier (core product, $7,500/year) providing account connections (bank, brokerage, crypto, Carta, Arch) plus customizable dashboards, asset tagging, and collaboration tools; an Alts Bundle add-on ($10,000/year) adding automated Arch alts data for up to 15 holdings plus Arch Digest emails; a preferred-partner Alts Data via Arch module for balance sheets exceeding 15 alts; and Custom Connectors for bespoke data provider integrations. The platform integrates directly with equity management (Carta) and alternative investment data (Arch) platforms, and supports SSO via Google and Apple, with Stripe powering all subscription billing.

Differentiator

Problem solved

Functional benefit

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• Deviate ConsultingcoreGTM or Marketing Partner · 21 May 2026Allposit joined the Deviate Consulting Vendor Showcase, which features solutions for family offices and wealth management professionals. This partnership provides Allposit visibility among consulting clients seeking wealth tracking solutions.
• Wealth Engineering Expert Sourcing ConsortiumcoreGTM or Marketing Partner · 23 April 2026Allposit joined the Wealth Engineering Expert Sourcing Consortium, expanding its ecosystem presence among technology and service providers for wealth management firms.
• ArchcoreTechnology or IntegrationArch platform integration is part of the Alts Bundle offering, providing automated data for alternative investments and daily or weekly Arch Digest emails. Arch provides digitized alts data for wealth tracking.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Holistiplan: Wealthtech serving advisors and HNW households with portfolio/family-office-adjacent workflows — comparable go-to-market motion into the RIA ecosystem that Allposit's channel partnerships target.

Direct peers

• Empower (Personal Capital): Consumer wealth-tracking and dashboard product for HNW individuals with bank/brokerage/crypto aggregation — direct overlap with Allposit's balance-sheet visualization pitch, though Empower bundles financial advisory services.
• RightCapital: Financial planning and household net-worth tool for advisors and HNW clients — comparable wealth-aggregation and reporting framing to Allposit, with stronger advisor workflow depth.
• Addepar: Wealth management technology platform serving RIAs, family offices, and UHNW households — the closest direct competitor to Allposit's 'digital family office' positioning, with broader advisor-facing functionality but similar multi-asset aggregation.

Others

• Plaid: Core financial-data aggregation infrastructure used by most fintech apps — Allposit's account-connection layer sits on top of comparable data pipelines, making Plaid both a potential underlying provider and an indirect competitor as Plaid expands upmarket.

Emerging players

• Canoe Intelligence: Alternative-investment data automation for private equity, hedge funds, and FOFs — overlaps with Allposit's alts-data integration strategy on the same asset classes and target buyers.
• iCapital: Alternative-investment platform providing advisor and HNW clients access to and data on private markets — overlapping with Allposit's alts aggregation wedge for the same buyer set.
• Hidden Levers: Portfolio analytics focused on alternative investments, private holdings, and household-level exposure — directly comparable to Allposit's alts-data positioning via its Arch integration.

Broad incumbents

• Orion Advisor Tech: Established wealth-tech platform for RIAs with portfolio accounting, reporting, and aggregation — broader incumbent with overlapping household-balance-sheet capabilities that compete for the same advisor-facing buyer.
• Envestnet | Yodlee: Large-scale financial-data aggregation and wealth-platform infrastructure used across the industry — directly comparable data-layer capability to Allposit's bank/broker/crypto connection stack at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allposit