Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Not given
Established
Founded
Not given
2018
Based in
US
GB
Pricing model
Paid
Paid
Pricing
$99 per year with a 30-day free trial. No additional charges for trusted contacts.
Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
Secure cloud vault storage for accounts, assets, and wishes
Invite up to 10 trusted contacts
10 GB document uploads and file attachments
Customizable access timing for trusted contacts
Five folder categories for organization
Yearly update reminders
Zero-knowledge encryption architecture
Multi-factor authentication required for access
Data export capability
Timed access for deceased account holders
Profit Scan: $297 diagnostic revealing where profit went in the past month
Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
Owner Pay by Design: structure for owner compensation decided before the month starts
Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
Even employees cannot access encrypted data with zero-knowledge architecture
One straightforward annual plan with no hidden fees
30-day free trial with no credit card required
Data remains accessible for one year after subscription ends
Full data export protection if service shuts down
Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
Permanent, client-owned financial infrastructure and command centre the business keeps for life
Strategic advisor who answers the financial questions no accountant or business coach can answer
Shelter
Wealthfluency