Skip to content
Velira
Get started
Menu
All features

Every asset class

Brokerage, retirement, real estate, private lending, business equity, private equity, and cash — unified, with manual entry for anything.

Get started See pricing
Every asset class in the Velira app

How it works

  1. 1Pick the buckets that apply to you at onboarding.
  2. 2Sync whatever has a live price; mark whatever doesn't.
  3. 3Everything rolls into one unified, honest picture.

What you get

  • Brokerage & retirement (401k, Roth, HSA)
  • Real estate — with property-level underwriting (income, expenses & equity)
  • Private equity — position-level valuation tracking
  • Contingent / earnout assets — committed vs probability-weighted upside, kept separate
  • Private lending & notes
  • Business equity & owner draws
  • Crypto — live prices on synced holdings, manual entry for the rest
  • Cash
  • Personal property — vehicles, jewelry & valuables (manual)
  • Foreign-currency holdings, normalized to USD
  • Add or edit any holding by hand

Common questions

What is Every asset class?

Brokerage, retirement, real estate, private lending, business equity, private equity, and cash — unified, with manual entry for anything.

How does Every asset class work?

Pick the buckets that apply to you at onboarding. Sync whatever has a live price; mark whatever doesn't. Everything rolls into one unified, honest picture.

What do I get with Every asset class?

Brokerage & retirement (401k, Roth, HSA); Real estate — with property-level underwriting (income, expenses & equity); Private equity — position-level valuation tracking; Contingent / earnout assets — committed vs probability-weighted upside, kept separate.

Related features

Complete net worthOne honest number across every account and asset class — with booked value and contingent upside kept separate, and the trend over time.Two ledgers, never blendedConfirmed and Structural net worth, side by side and never blended — you plan against what's confirmed, and your risk budget is sized from liquid assets only.Cash flow & budgetExactly what comes in, what goes out, and how many months of runway you have — your spending categorized automatically, with an alert when a recurring bill quietly drifts up.
Keep exploring

Learn more about Velira

Take a closer look at how Velira works, what it costs, and how your data stays safe.

How it worksFrom connected to confident in minutes.PricingFour flat-fee tiers. No AUM fee, ever.SecurityRead-only, encrypted, private by design.
Get startedSee the live demo