WORTH THE WAIT

Your money.
A clearer picture.

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Worth

Reach new heightswith your wealth

Worth

Our advisors bring experience from

Deutsche Bank
Goldman Sachs
MINISTRYOF FINANCE
Northwestern Mutual
UBS

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For people with RSUs, pensions or assets across countries.

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Start with what you have.

Your 401(k), brokerage, home and private assets. One picture of 100% of your wealth.

Product illustration · Fictional figures

Start with what you have. Your 401(k), brokerage, home and private assets. One picture of 100% of your wealth.

Your picture. Your control. Update your mortgage principal. See the change flow through to your net worth.

See what you hadn’t thought to ask. Retirement savings, investments and home equity belong in one picture. WORTH connects the dots.

Illustrative net worth: $120,000 cash + $480,000 investments + $450,000 home equity = $1,050,000. Home value $750,000 less mortgage $300,000. Correcting the mortgage to $285,000 adds $15,000 equity and changes net worth to $1,065,000. Cash is $120,000, or 11.3% of $1,065,000. These assets have different access conditions.

The more wealth you build, the harder it becomes to see clearly.

Your assets are spread across accounts, advisors, entities, and reports. Each piece tells part of the story, but rarely the whole one.

That leaves important decisions relying on fragmented information.

A bronze property model, investment certificate, coins and art vase separated by textured glass

Worth turns complex wealth into a living, intelligent portfolio.

It connects your financial data, understands your goals, and helps reveal what matters, so you can act with greater clarity and precision.

Example data

Read transcript

The narrator asks: Aren't you tired of constantly having to check so many apps just to get a clear view of your financial portfolio? Meet Worth, your one-stop shop for everything related to your wealth. Illustrative finance-app icons come together into one WORTH icon on a phone. This animation does not show a live account connection.

Hey Worth, how exposed am I to my own company? The visual answer combines £220,000 in a share plan, £140,000 in brokerage and £40,000 of exposure inside funds. That is £400,000, or 40% of £1,000,000 invested. A hypothetical 30% company fall would have a £120,000 portfolio impact if other holdings stayed unchanged. The next step shown is Explore lower exposure.

Should I leave now, or after my next vest? The visual comparison moves from 6 November to 27 November, 21 days later, reaching a scheduled vest of 1,000 shares. At a £40 reference price, that is £40,000 before tax, if employment and award conditions are met. The shares are not owned yet, and their value is not available cash. The next step shown is Compare departure dates.

Build me an income calendar for the next twelve months. The visual answer shows £24,000 of projected income before tax: £12,000 interest and £12,000 dividends. There is £1,000 interest every month, plus £3,000 dividends in December, March, June and September. December totals £4,000. The same calendar is saved into My Worth. These are illustrative cash payouts, excluding RSU vests and share-sale proceeds; estimates can change.

Make room for what’s next. Join the Worth waitlist. The film closes with WORTH and worth.community. All financial examples are illustrative, not personal financial advice.

How exposed am I to my own company?

You ask Worth

$400,000 of your portfolio is exposed to your employer.

Equity plan$220k
Brokerage$140k
Inside funds$40k

Combined exposure$400,000

40%

of $1m invested

A 30% company fall would mean a $120,000 portfolio hit.

Hypothetical fall; other holdings unchanged.

See the breakdown

$220,000 in a share plan, $140,000 in brokerage and $40,000 inside funds add up to $400,000 of exposure to one company.

  • $1,000,000 invested
  • 40% company exposure
  • 30% fall · $120,000 impact

Should I leave now, or after my next vest?

You compare the options

On these figures, wait until after the Nov 27 vest.

Leave nowNov 6
Next vestNov 27

Until the next vest21 days

$40,000

at stake, before tax

That reaches 1,000 scheduled shares worth $40,000 before tax, if your award’s leaving conditions are met.

Shares are not owned yet. Employment and award conditions apply.

See the breakdown

Waiting 21 days reaches a scheduled vest of 1,000 shares, worth $40,000 at the example’s $40 reference price.

  • Nov 6 · Nov 27
  • 1,000 scheduled shares
  • $40 per share, before tax

Illustrative examples, not live alerts or personal financial advice.

We built WORTH because managing wealth shouldn't require a private banker, a spreadsheet, and six browser tabs.

Eran Bhenam Navon

Co-Founder & CEO