Before
Scattered apps, spreadsheets, accounts, and unclear progress.
Inside Invotree
About Invotree
We're building a free wealth tracking platform to help people see their complete financial picture clearly, simply, and in one place.
Built from the complexity we experienced ourselves.
We started Invotree Asia from our own journey as millennial personal finance enthusiasts. As our finances became spread across brokers, bank accounts, currencies, investments, and spreadsheets, it became harder to see one honest view of our wealth.
With experience across technology and private banking, we saw how much clarity and structure can help people make better financial decisions.
Invotree was built to make personal finance feel simpler, clearer, and more accessible.
After
One clear dashboard showing assets, liabilities, net worth, and progress.
"We built Invotree because we wanted one honest view of our own financial lives."
Who We Are
A team with experience in technology and private banking, passionate about personal finance.
Why We Built This
To solve the financial complexity we experienced ourselves and help others gain clarity.
What We Believe
Financial clarity should be accessible to everyone, not just people with advanced knowledge.
Words from the foundersWe wanted wealth clarity for
We wanted wealth clarity for
ourselves first.
We started Invotree Asia from our own journey as millennial personal finance enthusiasts. With experience in technology and private banking, we have seen how clarity, structure, and financial literacy can help people make better financial decisions.
We hope to make personal finance simpler, clearer, and more accessible. Our goal is to help people understand their full financial picture, improve financial literacy, and make informed decisions with confidence.
Read-only by designWealth tracking first
Our Vision & Mission
To make wealth clarity accessible to everyone.
Helping people move from scattered finances to clearer financial decisions.
Vision
A world where everyone can see and understand their complete financial picture with clarity and confidence.
Mission
Build tools that make personal finance simpler, clearer, and more accessible to people at every stage of their financial journey.
Values
Clarity over complexity. Accessibility over exclusivity. Empowerment over confusion.
What We Believe
Personal finance should not feel confusing, scattered, or only available to people with advanced financial knowledge.
Everyone deserves tools that help them understand their full financial picture.
Financial literacy improves when you can see your wealth clearly and make informed decisions with confidence.
Wealth clarity should come with structure, control, and simplicity, no matter where you are starting from.
The Platform
What Invotree helps you do
Invotree helps you bring your financial life together, understand it better, and plan forward with more confidence.
Track Everything in One Place
See your complete financial picture across assets and liabilities. From traditional investments to alternative assets, everything lives in one unified dashboard.
Cash
Stocks
Real Estate
Crypto
Precious Metals
Custom Assets
Understand Your Net Worth
Know what you own, what you owe, and how your overall wealth is changing over time.
Plan with More Clarity
Use simple planning tools and simulations to explore decisions like emergency funds, loans, retirement, and wealth growth.
Your Data Stays Private
Free and privacy-focused. We keep the experience read-only and centered on visibility, not transactions.
Who We Serve
Who is Invotree for?
Invotree is made for people who want more clarity over their money, not just more numbers.
Young Beginners & Professionals
Starting to build wealth and wanting to track financial progress from day one.
Multi-Currency Investors
Managing money across different brokers, accounts, and currencies.
Diversified Portfolio Investors
Holding mixed assets like stocks, property, crypto, cash, gold, or collectibles.
Goal-Based Planners
Planning around milestones like emergency funds, property, education, or other life goals.
Long-Term Investors
Anyone who wants to monitor net worth and financial progress over time.
Retirement Planners
People mapping long-term retirement outcomes with clearer visibility into assets and liabilities.
If you manage money across different accounts, currencies, or asset types and want one clear view, Invotree was built for you.
Why Invotree
Why use Invotree instead of spreadsheets or basic trackers?
We designed Invotree to show your bigger financial picture across assets, liabilities, currencies, goals, and long-term progress.
Spreadsheets
Flexible, but manual and messy over time.
- Fully customizable
- Time consuming updates
- Prone to errors
Basic Portfolio Trackers
Useful for stocks and ETFs, but often investment-focused only.
- Good for investments
- Limited asset types
- No liabilities tracking
Invotree
Tracks overall wealth with clarity and planning tools.
- All asset types supported
- Includes liabilities
- Planning and simulation tools
Spreadsheets
help you record your money
Portfolio trackers
help you monitor investments
Invotree
helps you understand your overall wealth clearly, across assets, liabilities, and planning decisions.
Ask AI what Invotree does and who it’s for.
Get a simple explanation in your own terms.
Start building your
financial future today
Join thousands of investors who trust Invotree to track, plan, and grow their wealth.