HeirWealth
HQ Address
The Commons, 285a Crown Street Surry Hills, Sydney, NSW 2010, Australia
Website Address
Business introduction
Sophisticated wealth tech for sophisticated people
The whole-of-wealth platform for high net wealth families and their advisers who want peace of mind and timeless legacies
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.
HeirWealth Solutions
HeirWealth for Family Offices
Key features for family offices Quick and timely access Generate a snapshot of family wealth at the touch of a button, from Balance Sheets, Expression of Wish, Wealth Movement and Insurances. Quick and timely access helps to improve group understanding too. Your single source of truth See all assets classes, from traditional to the......
business needs
view solutionHeirWealth for Financial Advisers and Estate Planners
Key features for financial advisers and estate planning lawyers Holistic view of all wealth We make financial planning and estate planning easier by giving advisers and their clients the complete picture of wealth across traditional and non-traditional assets. Enhance your brand offering HeirWealth can be fully white labelled exclusively to your brand, placing your......
business needs
view solutionHeirWealth for Individuals
Key features for High Net Worth families Gain a real-time understanding of your family's holistic wealth position HeirWealth gives you a consolidated view of your wealth so you, your family and trusted advisers clearly understand where assets are held, their value, and how to access them - when the time is right. Visibility......
business needs
view solutionHeirWealth for Private Banks
Key features for private banks Easy dashboard creation HeirWealth allows you to customise your own dashboard and prioritise what matters most to you and your clients. From placement, colour schemes and interactivity, our user-friendly tools let you see and create wealth your way. Engage and retain HeirWealth lets you and your clients truly personalise......
