See your wealth from every angle.
Net worth, performance, allocation, tax, and cash flow — every report scoped to the family or down to a single member, with ownership baked in.
Overview & net worth
A real-time command center: liquid and illiquid net worth, the trend over any window, spending against last year, and exactly what needs your attention — scoped to any member.
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
Enter everything the family owns and owes.
From synced brokerages to a vacation home owned 60/40 with a sibling — every asset and liability lives in one place, tagged once with its rightful owner.
Financial Accounts
Connect brokerages, banks, crypto, and credit accounts for real-time syncing. Balances, holdings, and transactions flow in automatically — no more re-keying statements each cycle.
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
⤢
Manage activity as it flows in.
Every transaction from every connected account, categorized and reconciled — with rules that do the routine work for you.
All Transactions
One ledger for every transaction across every account. Search, filter, categorize, and assign owners — then approve in bulk. The items that need review never get lost.
⤢
⤢
⤢
Build your family structure, step by step.
Trussdee will guide you through building your complex family structure into the app, so we capture ownership attribution for every member of the family to ensure accurate reporting.
Guided Setup
Walk through a guided workflow that helps you define each family member, household, entity, and ownership split — no spreadsheets, no guesswork.
⤢
⤢
⤢
⤢
Manage your family finances effortlessly through Trussdee. Join the waitlist.
We're onboarding a small group of family offices for the beta, with hands-on onboarding from the founding team.
Join the waitlist →