Formation Money

What it does

Formation Money is the best-in-class personal finance dashboard for self-directed high-net-worth households — people who'd rather manage their own money than hand it to a wealth manager. Its AI, AURA, turns a complex financial life across many custodians and entities (trusts, LLCs, equity comp, K-1s, multi-state tax) into one clear, cited picture you can act on yourself. Education-only — it never gives personalized advice or moves your money.

See every account, entity, and tax position in one cited picture for high-net-worth households — with AURA to guide your plan and flag what

Every account, entity and tax position in one cited picture. AURA flags the opportunities and deadlines before they pass. Founding price $17.99/mo or $199/yr $29.99/mo list — locked for as long as you stay 12,000+ Institutions linked read-only Every number Cited to its source no black boxes Cross-custodian Wash-sale-aware TLH across brokerages By entity Trust · LLC · joint not one big pile On the desktop The whole picture, on one screen Every account, entity and tax position — organized by owner, cited to its source, with AURA's findings alongside them. This is the real dashboard on a sample household. We never see your passwords and can't move money. Logos are trademarks of their owners;…from formationmoney.com

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