Challenges high-net-worth individuals face with their finances
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. See total net worth in one number.
Problem: Invisible alternative assets
Manual asset entries let you include real estate, private equity, art, and other alternatives in your net worth calculation alongside synced accounts.
Problem: Fragmented advisor views
You own the complete picture. Share consolidated reports with advisors rather than each one seeing only their slice.
Problem: Tax planning complexity
See holdings and cost basis across taxable, Roth, traditional, and trust accounts for informed tax optimization decisions.
Every asset class — equities, real estate, crypto, alternatives, cash — in one number.
Banks, brokerages, retirement accounts, and crypto exchanges connected automatically.
Add real estate, private investments, and other assets that can't be auto-synced.
AES-256 encryption, Plaid's secure infrastructure, and no credential storage.
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
“I have accounts at 4 brokerages, 3 properties, and crypto on 2 exchanges. Clarity is the only place I see my actual net worth. My advisors each see a piece — I see everything.”
Richard & Catherine A.
Business owners and investors
Yes. Clarity 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.
Clarity uses AES-256 encryption at rest and in transit, connects through Plaid's infrastructure (which publishes SOC 2 reports), and never stores account credentials. Your data is encrypted and private.
Yes. Manual asset entries allow you to add real estate, private equity, art, collectibles, and any other asset with a custom valuation.
Clarity is designed for individual use. You can connect trust and family accounts to a personal Clarity account for visibility. Dedicated multi-entity support is on the roadmap.