Eqvesta brings every account you hold, in the US and abroad, in any currency, into one picture. It tracks the filings that come with it: FBAR, foreign funds, estimated taxes. You see each deadline before it turns into a penalty. Works alongside your CPA.
We never touch your money. No custody, no transfers, no trading on your behalf. The decision and the execution stay with you.
Most people with money in several countries end up as their own back office. Tick the ones that apply to you.
Any of these sound familiar?
Get early accessEqvesta is the operating layer between what you own and the decisions you need to make. Not a bank, not a broker, not a budgeting app. It's built in three layers, and we're clear below about which exist today.
One picture of everything you own, in every country and currency. A calendar of filing and operational dates (federal, state and foreign-account), each with the rule it comes from. Documents organized and ready for your CPA. We don't give tax or investment advice.
Instead of:a spreadsheet, three specialists, and hoping nobody missed a form.
Plain-language breakdowns of private-market opportunities across real estate, venture, private equity, private credit and digital assets. For each one: what it is, what it costs, what has to be true for it to work, and what could go wrong. Eqvesta won't sell securities, arrange transactions, or take compensation from issuers.
Research, screening, portfolio analytics, risk and macro, applied to your whole picture. Diversification across asset classes and jurisdictions, with the reasoning shown. Personalized advice will be offered only after Eqvesta registers as an investment adviser.
The first hundred people on the waitlist keep $99/mo for the Back Office for as long as they stay subscribed.
Eqvesta Inc. is not a registered investment adviser, broker-dealer, or tax preparer. Nothing on this site is investment, tax, or legal advice, or an offer to buy or sell any security. Features marked "planned" are not available and may change. Product illustrations are not live accounts.
Each agent does one job, follows one written method, and keeps a record of how it reached its answer. They're software, not licensed professionals: your CPA and your lawyer still sign off. Marked below: what's working in our prototype today and what's still on paper.
What it stands in for
Annual US cost, for someone in this range who is doing it properly. The last bar is us.
Ranges are typical US market rates for the services described, not quotes, and not a promise that Eqvesta replaces any of them. Bar lengths are proportional to the upper end of each range.
A short list, written down before we have customers. If any of it changes, we'll say so here first, and you'll keep the terms you signed up under.
No custody, no transfers, no trading on your behalf. Your assets stay where they are, in your name, and we have no ability to move them.
No funds, no insurance, no structured notes, no placement fees, no referral commissions. Nothing we show you pays us on the other side.
What you pay is flat. It doesn't go up because your portfolio did, so we're never paid more for telling you to hold more.
We track the dates and organize the documents. A licensed CPA or enrolled agent reviews, signs and files. We're not a tax return preparer.
Eqvesta Inc. is not a registered investment adviser or a broker-dealer. Nothing on this page is investment, tax or legal advice. The advisory layer stays off until Eqvesta registers.
Not to advertisers, banks or partners. Your statements build your picture and nothing else. Account connections are on the roadmap, always opt-in, and never a condition of talking to us.
Waitlist
Tell us where your financial life is getting harder to hold in your head. Your email, and whatever you ticked further up this page. Nothing else, and nothing sold on.
Thank you for joining the Eqvesta waitlist. We will review your details personally and get back to you as soon as Eqvesta is ready for early access.
The first 100 lock in $99/mo. Early access opens to the waitlist first.
