You built the wealth. Start with one clean view.
After a liquidity event, the first move isn't a fifteen-person back office. Asora gives wealth creators a calm, plain-language picture of everything they own, so you start with software and add people only when the work needs judgement.
Software first. Then structure. Then people.
The banks will tell you that you need $100M, or $30M, before any of this matters. For a founder who just got liquid, that’s the wrong first question. The first move is one clean view, not a back office to feed it.
- Step 01
Software
Start with one clean view. Connect the accounts, consolidate every entity and asset, and let the gathering, valuation and reporting run on their own.
- Step 02
Structure
With the data in one place, the entities, trusts and a real book of record fall into shape, ready for the next generation and for whoever advises you.
- Step 03
People
Only now do you hire, and you hire for judgement: investment and oversight decisions, never the rekeying a platform should already handle.
We don’t tell a $20M founder to spend seven figures a year on staff. We tell them to get one clean view first, then build the team the wealth actually needs.
Sound familiar?
What’s broken today
- You built the business. Knowing what you're worth this morning shouldn't need an MBA or a finance team
- Three advisers, three totals, three opinions, and you're the tiebreaker every time
- The closest thing to a live view of your wealth is whatever your banker last sent over
And this is for you if…
- Founders and entrepreneurs managing their own estate
- Principals who want a single trustworthy number
- Wealth creators preparing to bring family in
A calm view, built for the person who made the money
Plain-language net worth and liquidity
A clear, daily view of total wealth, what's liquid, and what's committed, in words you actually use.
- Total net worth, refreshed daily
- Liquidity vs commitments at a glance
- No financial jargon by default
Built for mobile, secured by biometrics
Open the app, look at your estate, close the app. That's it.
- Face ID / Touch ID login
- Mobile-first dashboards
- Two-tap drill-downs when you want detail
A direct line to your advisors
Secure messaging with your wealth manager, lawyer or tax advisor, without leaving the platform.
- Encrypted messaging by entity or topic
- Document requests with one tap
- Full audit trail of every conversation
You’re not just organising wealth. You’re setting up the next generation.
The reason to get this right isn’t the reporting. It’s the people who come after you. A platform outlasts any single hire: when the time comes, the next generation inherits a clear, running system instead of a binder and a phone number.
See how the next generation steps in“There's enough complexity in a family office already. Asora simplified the way we see our wealth and made it possible to get a clear picture without chasing five different portals.”
Pearse Brolly
Bardfour Family Office
Where to go next
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