Know Your Wealth. Act With Confidence.
Zeinto pulls together your real estate, crypto, stocks, and private investments into one clean dashboard — so you always know exactly where you stand.
Zeinto pulls together your real estate, crypto, stocks, and private investments into one clean dashboard — so you always know exactly where you stand.
Professional-grade wealth management tools designed for sophisticated investors
See what our clients say about their experience with Zeinto
"Zeinto gave me clarity within minutes — finally I can see my entire portfolio in one place."
"Finally ditched Excel. I can actually enjoy my weekends now instead of updating spreadsheets."
"The tax preparation features alone saved me thousands in CPA fees. This is professional-grade software."
Your financial data is protected with industry-leading security measures
End-to-end encryption for all sensitive data transmission and storage
TOTP-based 2FA with backup codes for enhanced account protection
Following industry security best practices and working toward formal compliance
Secure Plaid integration for account data without transaction capabilities
Experience comprehensive wealth tracking with real-time portfolio insights and professional-grade analytics
Monitor portfolio performance with quarterly growth visualization
Portfolio diversification across major asset classes
The difference between simple tracking and professional wealth management
Unlike simple personal finance software 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.
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.
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.
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.
Simple steps to comprehensive wealth tracking and financial clarity.
Connect checking, credit cards, and brokerages via Plaid to keep balances and transactions up-to-date.
Comprehensive portfolio tracker for real estate, crypto, and stocks — plus private equity, alternatives, and cash. Track your net worth across all asset classes with real-time updates and professional-grade accuracy.
Track tax categories and important dates. Monitor your investments with comprehensive tax reporting ready for your CPA.
Built for serious investors who demand professional-grade wealth management tools.
Securely connect banks, cards, and brokerages to keep your finances up-to-date.
Clear snapshot, history, and allocation across cash, equities, crypto, real estate, and alternatives.
Track LP interests, private funds, and real estate equity with status, notes, and performance fields.
Track tax categories and important dates for each asset. Monitor expected vs. received forms. (Advanced integrations on our roadmap.)
Spot trends, concentration risk, and missing tax docs with simple, actionable prompts.
Generate a professional PFS from your live data for lenders, advisors, or your records.
The difference between simple tracking and professional wealth management
Join sophisticated investors using Zeinto to track and optimize their wealth portfolios.
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."
"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."
"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."
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Questions about Zeinto? We're here to help.