The Problem
Challenges high-net-worth individuals face with their finances
- Your wealth is spread across 15+ accounts and asset classes, and nobody — including you — has a single view of it all
- Private investments, real estate equity, and alternatives just don't show up in standard portfolio tools
- Multiple advisors manage different pieces, but none of them sees your complete picture
- Tax planning across taxable, tax-deferred, and tax-free accounts needs consolidated data you don't have
- Your net worth changes daily but you only find out in quarterly statements
How Clarity Helps
Specific solutions for high-net-worth individuals
Problem: Scattered wealth picture
Connect banks, brokerages, crypto exchanges, and retirement accounts. Add manual entries for real estate and private investments. One number, one dashboard.
Problem: Invisible alternative assets
Manual asset entries let you include real estate, private equity, art, and other alternatives right alongside your synced accounts.
Problem: Fragmented advisor views
You own the complete picture. Share consolidated reports with your advisors instead of each one only seeing their slice.
Problem: Tax planning complexity
See holdings and cost basis across taxable, Roth, traditional, and trust accounts so you can make informed tax optimization decisions.
Key Features
Total Net Worth View
Every asset class — equities, real estate, crypto, alternatives, cash — in one number.
12,000+ Institutions
Banks, brokerages, retirement accounts, and crypto exchanges connected automatically.
Manual Asset Entries
Add real estate, private investments, and anything else that can't be auto-synced.
Bank-Level Security
AES-256 encryption, Plaid's secure infrastructure, and no credential storage.
Real-World Use Cases
See total net worth across 18 accounts including 3 properties, 4 brokerages, and crypto
Add private equity and angel investments as manual entries in the net worth calculation
Monitor asset allocation across equities, fixed income, real estate, and alternatives
Share a consolidated net worth report with your CPA for year-end tax planning
Best entry points in Clarity
Start with the surfaces that best match this use case, then connect them back to your actual accounts, holdings, and planning decisions.
Best-fit workflows
Start with these tools
“Four brokerages, 3 properties, crypto on 2 exchanges. Clarity is the only place I see my actual net worth. My advisors each see a piece — I finally see the whole thing.”
Richard & Catherine A.
Business owners and investors
Frequently Asked Questions
Can Clarity handle complex portfolios?
Yes. It connects to 12,000+ institutions and supports manual asset entries. Users with 20+ accounts and multiple asset classes use Clarity to see their complete wealth picture.
Is Clarity secure enough for significant assets?
Clarity connects through Plaid using a read-only, tokenized connection; account credentials are handled by Plaid and are not stored by Clarity. Data is encrypted in transit (TLS 1.2+) and at rest (AES-256), and Clarity cannot move funds or execute transactions.
Can I add assets that aren't at a financial institution?
Yes. Manual asset entries let you add real estate, private equity, art, collectibles, and anything else with a custom valuation.
Does Clarity work with family offices or trusts?
Clarity is designed for individual use. You can connect trust and family accounts to a personal Clarity account for full visibility across entities.