AM

Accounts

Every bank, brokerage, and crypto account in one place.

Add account

Cash

$241,563

liquid balance

Investments

$416,424

brokerage + crypto

Net Worth

$847,365

4.3%

this month

Net Worth

Trailing 12 months

All Accounts

Everyday CheckingChecking

$18,432.55

Fintellis Bank•••• 4821
High-Yield SavingsSavings

$64,210.00

Fintellis Bank•••• 7730
Moreno Capital LLCBusiness

$128,940.18

Fintellis Bank•••• 1195
Brokerage — IndividualBrokerage

$342,118.72

Fintellis Invest•••• 5540
Roth IRABrokerage

$96,540.33

Fintellis Invest•••• 9021
Crypto PortfolioCrypto

$74,305.41

Fintellis Wallet0x7a…3f9c
Multi-currency EURChecking

€12,780.40

Fintellis Bank•••• 3388
Emergency VaultSavings

$30,000.00

Fintellis Bank•••• 6612