A private wealth overview · Beta

See everything you own, in one place.

Brokerages, crypto, private companies, real estate — tracked together. A clear, considered view of your portfolio, built for investors who think about it.

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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 view 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-first, install as an app

Open Cresara on your phone, add it to your home screen, and it works like a native app. Glanceable balances, full-screen experience, fast loads — no app store required.

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

Built with security in mind.

We hold financial data, and we treat it that way. Here's exactly what we do — specifically.

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

The modern investor.

Cresara is built for people whose portfolios have grown beyond a single account — investors who want a clear, honest picture of what they own and how it's performing.

i.
Across multiple platforms and asset classes. Your money lives in a brokerage, a crypto wallet, a private company position, maybe a home. Cresara brings it together.
ii.
Crypto-native. Track holdings across any coin on CoinGecko, with the option to view your entire portfolio in BTC terms.
iii.
Non-traditional asset friendly. SAFEs, founder shares, fund positions, alternative investments — modeled directly, not forced into a checking-account shape.
iv.
Considered design. Editorial typography. Restrained motion. A wealth tracker that feels as considered as the wealth it tracks.
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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