Know Your Wealth.
Act With Confidence.

Professional wealth management for sophisticated investors. Track complex portfolios with CPA-ready clarity across real estate, crypto, private equity, and alternatives.

$2.4M
Portfolio Value
+8.3%
Monthly Growth
15
Assets Tracked
14-Day Free Trial • No Credit Card Required
Zeinto dashboard showing portfolio overview with real-time net worth tracking, asset allocation, and comprehensive wealth management tools
Total Portfolio Value $2.4M
Monthly Growth +8.3%

Bank-Grade Security

Your financial data is protected with industry-leading security measures

256-Bit AES Encryption

End-to-end encryption for all sensitive data transmission and storage

Multi-Factor Authentication

TOTP-based 2FA with backup codes for enhanced account protection

Security Standards

Following industry security best practices and working toward formal compliance

Read-Only Bank Connections

Secure Plaid integration for account data without transaction capabilities

Professional Portfolio Analytics

Experience comprehensive wealth tracking with real-time portfolio insights and professional-grade analytics

Net Worth Growth Tracking

Monitor portfolio performance with quarterly growth visualization

Portfolio Growth Timeline +44.8% Total Return $12.5M $14.2M $15.8M $16.9M $17.6M $18.1M Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025

Asset Allocation Breakdown

Portfolio diversification across major asset classes

Total Assets $18.1M Portfolio Allocation Real Estate 46% • $8.3M Private Equity 28% • $5.1M Public Equity 10% • $1.7M Cryptocurrency 8% • $1.4M Alternatives 5% • $1.0M Cash 3% • $0.6M

Why Zeinto

The difference between simple tracking and professional wealth management

Built for Complex Portfolios

Unlike simple apps focused on stocks and bonds, Zeinto handles the full spectrum of sophisticated investments including real estate, private equity, hedge funds, and alternative assets with proper categorization and tax treatment.

CPA-Ready Documentation

Comprehensive record-keeping with proper cost basis tracking, depreciation schedules, and tax category organization. Generate professional financial statements and reports that your accountant will actually want to use.

Privacy-First Architecture

No data mining, no ads, no third-party sharing. Your financial information stays yours. We use bank-grade encryption and provide you with complete control over your data with transparent privacy policies.

Institutional-Grade Tools

Professional analytics, risk assessment, and portfolio optimization tools typically reserved for family offices and wealth managers. Get CFO-level insights into your personal wealth with sophisticated reporting and analysis.

How Zeinto Works

Simple steps to comprehensive wealth tracking and financial clarity.

Sync Your Accounts

Connect checking, credit cards, and brokerages via Plaid to keep balances and transactions up-to-date.

Track All Your Assets

Add real estate, crypto, private equity, and other alternatives—see cost basis, current value, and performance in one place.

Stay Tax-Ready

Track tax categories and important dates. Monitor your investments with comprehensive tax reporting ready for your CPA.

Everything You Need

Built for serious investors who demand professional-grade wealth management tools.

Account Aggregation (Plaid)

Securely connect banks, cards, and brokerages to keep your finances up-to-date.

Net Worth Dashboard

Clear snapshot, history, and allocation across cash, equities, crypto, real estate, and alternatives.

Custom Asset Tracking

Track LP interests, private funds, and real estate equity with status, notes, and performance fields.

Tax Organization Hub

Track tax categories and important dates for each asset. Monitor expected vs. received forms. (Advanced integrations on our roadmap.)

Insights & Alerts

Spot trends, concentration risk, and missing tax docs with simple, actionable prompts.

Personal Financial Statement

Generate a professional PFS from your live data for lenders, advisors, or your records.

Why Zeinto

The difference between simple tracking and professional wealth management

Built for investors
with complex portfolios
CPA-ready clarity
without the busywork
Clean, modern UI
no ads, no upsells
Everything in one place
finally

Start Your Wealth Journey

Join sophisticated investors using Zeinto to track and optimize their wealth portfolios.

Trusted by Financial Professionals

See what our users say about their wealth tracking experience

★★★★★
"Zeinto transformed how I track my real estate portfolio. The K-1 integration and tax basis calculations save me hours every quarter. My CPA loves the detailed reports."
Sarah Chen

Sarah Chen

Real Estate Investor

★★★★★
"Finally, a platform that handles complex portfolios. The crypto tracking with cost basis calculations and the private equity integration are game-changers for my family office."
Michael Rodriguez

Michael Rodriguez

Family Office Director

★★★★★
"The AI insights helped me identify tax optimization opportunities I completely missed. Saved me over $50K in taxes last year through better asset allocation strategies."
Jennifer Park

Jennifer Park

Investment Advisor

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Get In Touch

Questions about Zeinto? We're here to help.

Questions

Questions, feedback, technical help, and account assistance

support@zeinto.com