The complete wealth management platform for high net worth individuals. Track multi-entity portfolios, automate tax calculations, and get AI-powered insights—all in one place.
Trusted by wealth managers worldwide
Features
From multi-entity tracking to AI-powered tax optimization, Census gives you complete control over your financial empire.
Track personal, business, trusts, and family office assets separately with consolidated views.
Get personalized tax optimization strategies and anomaly detection powered by Claude AI.
Automatic FIFO/LIFO calculations, import from major exchanges, and Form 8949 reports.
Track art, collectibles, precious metals, wine, and other valuables with provenance.
Connect 12,000+ financial institutions via Plaid for automatic transaction sync.
Upload, organize, and extract data from K-1s, 1099s, and other tax documents with AI.
Performance Analytics
Go beyond simple gains. Track IRR, TWRR, and benchmark your portfolio against the S&P 500, Nasdaq, and custom indices.
IRR (3yr)
24.7%
TWRR (3yr)
21.3%
Alpha
+6.2%
Pricing
Start free, upgrade when you're ready. No hidden fees, no surprises.
Perfect for getting started with personal wealth tracking
For individuals with complex portfolios and multiple entities
For family offices and wealth managers with advanced needs
Testimonials
"Census replaced 4 different apps for me. The crypto tax calculator alone saved me $15k in CPA fees."
Michael R.
Tech Entrepreneur
"Finally, a platform that understands multi-entity complexity. The AI insights are genuinely useful."
Sarah L.
Real Estate Investor
"The portfolio performance dashboard gives me the metrics I used to pay my wealth manager $50k/year to calculate."
David K.
Family Office Principal
Join thousands of high net worth individuals who trust Census to manage their wealth.
Start Your Free TrialNo credit card required