HoldCo maps your companies, trusts, funds, bank accounts, and crypto wallets, values everything through every layer of ownership, and keeps your true net worth current — all in one place.
Formation docs in a drawer. A cap table in your inbox. Valuations in a spreadsheet. The rest in your accountant's head. HoldCo pulls every company, trust, and fund into one ownership graph — so you finally see how it all fits together, and can reshape it without guessing.
Ask most people with a structure like yours, and you'll get a shrug and a spreadsheet from last quarter. HoldCo computes your net worth through every layer of ownership and re-figures it the instant anything moves — so the number is always right, and always now.
A trust owns a company that owns a building. Count that building whole — the way aggregators and spreadsheets do — and your net worth is inflated by the share your co-owners hold. HoldCo multiplies the stake at every step, so your number reflects what you truly control.
On an $8.00M building held 18.75% through your structure, $6.50M belongs to co-owners — and that gap hides in every naive total. Get it wrong and everything built on it is wrong too: your net worth, your tax, your estate plan.
Every entity carries its own deadlines — accounts, tax, AML, CIMA — scattered across jurisdictions, registered agents, and inboxes. One slip triggers a penalty or a strike-off. HoldCo tracks every obligation on a single schedule and warns you long before anything's due.
Every client is a structure of their own — entities, co-owners, currencies, filings. In separate spreadsheets, your book doesn't scale. In HoldCo, each client gets the full look-through treatment, walled cleanly off from the rest, a click apart.
Each holding is entered as the kind of thing it really is — then linked by ownership. Not a flat list of balances.
Link your banks, brokerages, and exchanges — balances, positions, and trades sync automatically, so your net worth stays current without a single manual mark.
Auto-sync stock positions, cash balances, and trades into your holdings.
Auto-sync wallet balances and staking positions, valued live.
Auto-sync deposit balances so cash never drifts out of date.
The same look-through engine at every tier — from a single owner to a book of clients.
Run on our managed cloud — or keep your data further and further from us, right up to where our servers never see it at all.
Your workspace on HoldCo's managed, encrypted cloud. Backed up automatically, with nothing for you to run.
Your own isolated instance on a custom domain or subdomain. Fully compartmentalised — your data walled off from every other customer.
Run a lightweight runtime on your own machine or VPS. It holds your data and answers the portal's requests directly — so HoldCo's servers never store or see it.
Join the early-access list. We'll reach out as HoldCo opens to more people.