Individual investors
Everything you own in one place: accounts, positions, and documents, with answers you can verify rather than take on faith.
For individual investors, advisors, and the practices that serve them
Institutional-grade clarity for private wealth.
A deterministic, auditable portfolio platform with ScalableWealth Intelligence built in: AI analysis that answers in citations. One source of truth, two ways to work it.
Aurora Family Office › All accounts
As of 10 Jun 2026
Total portfolio value
$48,236,910
+1.24% today · +$590,420
Cash available
$2.14m
YTD return
+8.6%
Positions
64
Last audit event
2 min ago
Who it's for
Built for every side of wealth management.
The same platform, shaped to how you work, whether you manage your own wealth, a book of clients, or a whole practice.
Portfolio managers
Point-in-time numbers, reproducible performance, and modelling and backtesting tools that hold up under scrutiny.
Advisors
Serve every client from one workspace, with cited answers ready before the meeting starts.
Advisor practices
Multi-household tenancy, usage controls, and an append-only compliance trail your auditors will thank you for.
The platform
One source of truth. Two interaction modes.
Modern wealth software has to be two things at once: a system of record you can defend in an audit, and a research partner that keeps up with your questions. ScalableWealth refuses to trade one for the other.
Deterministic dashboard
Point-in-time portfolio numbers from materialised holdings: immutable, auditable, reproducible. The same query returns the same answer, every time.
ScalableWealth Intelligence
Ask questions in plain language. Intelligence answers by invoking typed tools against the same rows the dashboard renders, and every answer cites figures you can drill back into.
Compliance built in
Every tool call, refusal, and policy decision lands in an append-only audit log. Guardrails screen inputs and outputs so Intelligence informs. It never advises.
Document intelligence
Statements, deeds, and mandates live alongside the portfolio. Extracted text is searchable by you and by Intelligence, with the originals preserved.
Ten workspaces, one platform
- Portfolio overview
- Accounts & holdings
- Market data
- Watchlists
- News
- Modelling
- Backtesting
- Calendar
- Notes
- Documents
Overnight markets
The session, before your first coffee
The platform opens each day with an end-of-day snapshot across the regions your portfolios actually touch: equities, FX, and commodities in one glance.
Illustrative data| Index | Region | Last close | Change |
|---|---|---|---|
| S&P 500 SPX | US | 6,184.52 | +0.43% |
| Nasdaq 100 NDX | US | 22,411.18 | +0.71% |
| Euro Stoxx 50 SX5E | EU | 5,312.40 | -0.22% |
| FTSE 100 UKX | UK | 8,642.31 | +0.12% |
| Nikkei 225 NKY | JP | 41,203.77 | -0.58% |
| S&P/ASX 200 AS51 | AU | 8,377.90 | +0.31% |
| AUD / USD AUDUSD | FX | 0.6712 | +0.18% |
| Gold (USD/oz) XAUUSD | CMD | 3,318.60 | -0.35% |
As of 2026-06-10. Figures shown are illustrative samples of the in-app experience, not live market data.
For investors
Built like infrastructure, priced like software.
One source of truth
Dashboard and Intelligence read the same materialised rows, so there is no second system to reconcile.
Full audit trail
Tool calls, refusals, and policy violations recorded append-only for compliance review.
Cloud-native economics
Serverless AWS architecture that scales to zero, so infrastructure cost tracks usage rather than headcount.
Typed tool registry
Intelligence reaches data only through 17 typed, tenancy-enforced tools. No free-form database access.
Interested in the platform as an investment? Reach out via the contact page and tell us about yourself. Contact us
Be first in when early access opens.
We are onboarding a small cohort of investors, advisors, and practices ahead of general availability. Join the waitlist to reserve a place.