A private wealth ledger · Beta

The private ledger for everything you own.

Brokerages, crypto, private companies, real estate — tracked in one place. Built for investors who care about getting it right, not for the mainstream.

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Net Worth
USD BTC
$2,847,392
+$31,840 +1.13% 24H
Allocation
Crypto
38.2%
Brokerages & Banks
32.7%
Private Companies
21.4%
Real Estate
7.7%
The problem

Your money has outgrown your spreadsheet.

You have a brokerage at Fidelity. A crypto wallet, maybe two. A SAFE in a startup. A piece of a fund. A mortgage, an apartment, a few alternative bets you've been meaning to track.

None of them talk to each other. The numbers live in a dozen apps, none designed for what you actually own. You update a spreadsheet on Sundays, or you don't, and either way you don't really know what your portfolio looks like this week.

That's the problem we built Cresara to solve.

What Cresara is

One ledger for every asset class.

No more spreadsheets. No more app-hopping. Just your actual picture, in one place.

i.

Everything in one place

Connect brokerages and banks via Plaid. Add crypto holdings live-priced from CoinGecko. Manually track private companies, real estate, and alternative investments. They all add up to a single number.

Fidelity Coinbase SAFE Real Estate total
ii.

See your wealth in BTC

Track your portfolio in dollars or in bitcoin terms. A single toggle. Because if you measure everything in fiat, you'll miss what's actually happening to your purchasing power.

USD BTC
$2,847,392
≈ 28.47 BTC
iii.

Benchmarked against what matters

Are you actually beating the market? Compare your portfolio against the S&P 500, Gold, and Bitcoin over 1 day, 1 month, and 1 year. Honest numbers, no spin.

You +12.4%
S&P 500 +8.1%
Bitcoin +45.2%
Gold +3.4%
1Y
iv.

Allocation, at a glance

Know your exposure across asset classes — crypto, equities, private positions, real estate, alternatives. Re-balance with intent, not guesswork.

38% Crypto 33% Brokerage 21% Private
v.

Mobile-native, designed like it matters

Built mobile-first by people who think a wealth tracker should feel as considered as the wealth it tracks. Editorial typography. Restrained motion. Nothing flashy, nothing forgettable.

a
$2.8M
Crypto · Brokerages
vi.

Built for non-traditional assets

Most trackers can handle a Vanguard account. We're built for the rest of it — the SAFE you signed, the founder shares you exercised, the fund you got into, the wallet of altcoins you don't tell people about.

◆ Anthropic SAFE $180,000
§ Sequoia Fund XIX $95,000
⌂ Mill Valley home $1.2M
Security

The bare minimum, taken seriously.

We hold financial data. We treat it that way. Here's what we actually do — specifically, not in marketing-speak.

Plaid handles your bank credentials Your bank passwords never touch our servers. Plaid — the same infrastructure powering Robinhood, Venmo, and Coinbase — manages all authentication.
Encrypted at rest with AES-256-GCM Access tokens and sensitive fields are encrypted before they land in the database. If the database leaks, the data is useless without the server key.
HTTPS everywhere, no exceptions Every byte in or out of Cresara is encrypted in transit. The .app top-level domain enforces this at the browser level.
Email magic-link sign-in No passwords to leak. Sign in by entering a one-time code emailed to you. Sessions expire automatically.
No ads. No data sale. No model training. We charge for the product, not your attention. Your portfolio is never analyzed for advertising, sold to third parties, or used to train AI.
Built for

Cresara is for the modern investor.

Not everyone — and that's the point.

Cresara is for
  • People with assets across multiple platforms and asset classes
  • Crypto-natives who think in BTC, not just dollars
  • Holders of private company stock, SAFEs, and fund positions
  • Investors who track manually and are tired of spreadsheets
  • People who think their wealth tracker should look as considered as their wealth
Cresara isn't
  • A budgeting app or expense tracker
  • For categorizing your weekly Starbucks purchases
  • An automated investment advisor or robo-advisor
  • Free, ad-supported, or selling your data
  • Designed for the mainstream — and we're fine with that
Pricing

Honest pricing for a tool you'll actually use.

Try Cresara free for 14 days. Connect everything. See if it changes how you think about your portfolio. Cancel anytime.

$10 per month, billed annually
$120 / year — save $60
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