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Your full financial picture. Read-only by design.

The read-only workspace for households running 10+ accounts across banks, brokerages, and crypto. Shipping in the open since 2025 — numbers your CPA opens without questions, exportable any day.

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  • 12,000+ institutions
  • Read-only connections
  • AES-256 + TLS 1.2+

About the founder

Zachary Roth, founder of Clarity

From the founder

Zachary Roth

I was juggling five finance apps every Sunday and nothing reconciled. Cost basis didn't tie across exchanges. Recurring charges hid. Exports broke. The AI features guessed.

Clarity is the read-only workspace I wanted — one current picture across banks, brokerages, and crypto. We never receive your credentials, we never resell your data, and your full CSV export is one click away — any day.

I've used every competing app and spent years trying to do real personal-finance analysis across chains, banks, brokerages, and alt assets — and every tool fell short somewhere. Clarity is the one I kept wishing existed: straightforward, built for both breadth and depth — every account in one picture, with the ability to open any account, asset, and transaction on its own page.