Proof of Wealth Statement. Recorded. Consolidated.
Drop a broker statement into AI Import, confirm the parsed positions, and issue a time-stamped Wealth Statement PDF summarising your recorded assets and debts. Its issuance lookup does not independently verify the figures. Ask your recipient which supporting records or attestations they require.
- PDF with report-data hash + issuance timestamp
- AI Import: broker statement → parsed → confirmed → PDF
- Co-ownership weighting per holder, share-adjusted totals
- Expiring share links, password-gated
- Per-asset privacy switches
- 13 currencies, point-in-time, ECB-sourced FX
Holder
Jane Doe · XYZ Family Office
Net worth
$12,480,200
- Equities
- Real estate
- Cash + FX
- Other
MSFT · Microsoft Corp.
Brokerage · Fidelity
$2,140,000
Zürich · Apartment
Real estate · CHF 2,950k
$3,302,000
BTC · Cold storage
Wallet · 1A1z…HwSt
$1,470,000
USD operating cash
Bank · UBS
$910,500
3 holdings hidden
Excluded by holder · counted in totals
········
What you can share
Consolidated. Time-stamped. Yours to share.
Share a consolidated view of your recorded portfolio with a co-investor or adviser. A wlthy statement is not a bank letter, notarisation or independent attestation.
Investor & LP Documentation
Discussing a private placement or venture capital investment? Share a time-stamped portfolio summary of the assets and debts recorded in wlthy. It does not establish accredited-investor status or replace an issuer's checks or any professional attestation they require.
Global Mobility & Golden Visas
Organise your recorded multi-currency real estate, cash and equities in a single portfolio summary when discussing a residency application with your adviser. The relevant authority determines accepted evidence; the statement does not prove available funds, source of funds or visa eligibility.
Auditor & Estate Handoffs
Share an organised portfolio summary with your CPA, auditor or estate counsel, together with the underlying records they request. Recorded values, currency conversion and ownership weighting help organise the discussion; the recipient performs their own checks and determines what further evidence is needed.
The honest comparison
Why not just a bank statement?
A bank record, a professional attestation and a portfolio summary serve different purposes. A wlthy statement organises recorded information; it does not replace independent checks.
| Features | CPA Letter | Standard Apps | wlthy Wealth Statement |
|---|---|---|---|
| Turnaround time | Depends on provider and checks | Instant | Instant |
| Average cost | Quoted by provider | Free / subscription | Included in subscription |
| Asset coverage | Varies by CPA | Mostly liquid / stocks | All 9 asset classes |
| Trust & defensibility | Depends on attestation scope | Depends on data and product | Report-data hash and issuance record; no independent attestation |
| Privacy control | Depends on engagement | Basic | Granular: hide specific lines, total intact |
Where it proves its worth
Built for the moments money meets scrutiny.
A dated report with an issuance record.
Build your ledger from manual entries or AI-parsed brokerage statementsthat you review before import. Imported documents do not independently verify the ownership or accuracy of every recorded position.
The statement carries a SHA-256 hash derived from canonical report data, a report ID and an issuance timestamp. Its QR link opens a matching issuance record. This does not hash the final PDF or prove the source documents, balances or entire file are unchanged. Compare the record with the document and any supporting evidence required by the recipient.
Illustrative preview. The statement's QR link opens issuance metadata, not an independent verification of the underlying holdings or final PDF integrity.
Ready when you are
Create your first Wealth Statement.
Walk through our privacy controls, test the secure share-link flow, and experience the speed of AI-powered wealth tracking.