The Wealth Loop
A closed-loop wealth system
Capital flows from trading into insurance, into real estate, into businesses — and back into the system. Track every layer.
Inside the platform
Your family's command center
Entity Architect
Map your holding company, operating co, capital LLC, and trust in one structured workspace.
Family Tree & Legacy
Build a visual family tree, assign roles and ownership, issue digital legacy certificates.
Insurance Layer
Track company-owned policies, cash value, and policy loan strategy alongside your assets.
Asset & Cash Flow
Land, tiny homes, businesses, brokerage accounts — track value and monthly income.
Wealth Builder
An 8-stage guided journey from foundation to capital raise to business acquisition.
AI Wealth Assistant
Plain-English answers to every step. Your family's private wealth strategist.
The 8-Step Builder
From foundation to acquisition
Form the Holding Company
Checklist · AI guidance · Document vault
Create the Operating Company
Checklist · AI guidance · Document vault
Build the Capital LLC
Checklist · AI guidance · Document vault
Add Company-Owned Insurance
Checklist · AI guidance · Document vault
Add the Family Trust
Checklist · AI guidance · Document vault
Prepare for Capital Raising
Checklist · AI guidance · Document vault
Acquire Real Estate & Tiny Homes
Checklist · AI guidance · Document vault
Acquire Cash-Flowing Businesses
Checklist · AI guidance · Document vault
Membership
Software as a Service.
Wealth as an Ecosystem.
One subscription per family. Add unlimited members, entities, and assets.
Starter Family
Begin your family's record.
- Family profile & visual tree
- Core wealth education library
- Basic asset tracking
- Document vault (5 GB)
Ecosystem revenue expands compliantly through marketplace listings, document preparation partnerships, and professional referrals — never investment, legal, or tax advice.
Early access
Join the Legacy Builder waitlist
Reserve your family's profile. We're onboarding founding families first.