WEALTHYHOOD TRACKER·YEAR 2025·FinTech

Sage

WebAES-256 Encryption
Sage
01 / THE CHALLENGE

The problem

Individuals and families struggle to securely track assets, liabilities, insurance policies, and loans in one unified platform without exposing raw financial data to backend servers.

02 / ARCHITECTURAL APPROACH

The solution

Wealthyhood Tracker is a secure, privacy-first personal wealth management application that helps individuals and families track their complete financial picture in one place — assets, liabilities, insurance policies, and borrowed money — with real-time net worth calculations. Built with client-side AES-256 encryption, it ensures that sensitive financial data is encrypted before it ever reaches the backend, so users stay in full control of their information. The platform supports granular portfolio sharing with trusted beneficiaries, family members, or financial advisors, and includes specialized tools like an Excel-based wealth tracker for spreadsheet users, an advisor dashboard for professionals managing multiple clients, and a dead man's switch for emergency access.

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