HeirWealth
@heirwealth
Sydney Technology, Information and InternetOverview
About HeirWealth
HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.
Our platform offers individuals, families and professional advisers with a centralised living wealth register, encompassing over 40 diverse asset types—from collectibles to financial instruments to bricks-and-mortar real estate.
Unique to HeirWealth is that our platform facilitates efficient asset curation, secure document storage, and precise value tracking plus it also provides the gift of time by empowering users to harmonize estate planning intentions and create impactful legacies.
The HeirWealth app can also be white-labelled by financial advisers, wealth managers, accountants, estate lawyers and other professionals and it adds value as a client engagement and retention tool.
Our platform offers individuals, families and professional advisers with a centralised living wealth register, encompassing over 40 diverse asset types—from collectibles to financial instruments to bricks-and-mortar real estate.
Unique to HeirWealth is that our platform facilitates efficient asset curation, secure document storage, and precise value tracking plus it also provides the gift of time by empowering users to harmonize estate planning intentions and create impactful legacies.
The HeirWealth app can also be white-labelled by financial advisers, wealth managers, accountants, estate lawyers and other professionals and it adds value as a client engagement and retention tool.