Bring eligible accounts from supported banks, brokerages, retirement providers, and exchanges—plus cash, real estate, debt, and self-custody crypto—into one private dashboard. Then see what changed, what deserves attention, and what your choices could mean next.
Ascend
$579,820
Fidelity +$650 · Main Wallet −$320
🎉 All-time highThe full picture
Ascend separates what can update automatically from what is better entered deliberately, and tells you which is which. No vague “connect everything” promise.
Pro automatically syncs eligible accounts through SnapTrade across 35+ supported financial institutions—including major banks, brokerages, retirement providers, and exchanges. Coverage still depends on the institution and account type. Connections are read-only; Ascend does not store your institution password and cannot trade or move money.
Pro · automaticIf an account or asset is not supported for sync, add it manually on either tier—including cash, pensions, debts, and private assets. Track property with an FHFA index-based estimate and keep your own override in control.
Free · manualPaste a public wallet address. Ascend reads supported on-chain balances without an exchange login, seed phrase, or private key. Coverage varies by network and protocol.
Free · keylessBriefings
Ascend turns a noisy market into a short, portfolio-aware workspace. Facts stay distinct from analysis, and ideas on your Pro Watchlist—up to 10 stocks you don’t own—stay out of your net-worth math.
Ascend
Context for what you own
A confirmed date tied to a portfolio holding.
Amount and timing, without a generated narrative.
What the company said, linked back to primary evidence.
Owned positions lead. The surface stays intentionally bounded so “important” keeps its meaning.
Sourced earnings, dividends, and catalysts for holdings and, with Pro, your Watchlist—with visible provenance and honest empty states.
Weekly Rundown, stock research, X Signal, podcast summaries, and Month in review in one library you can browse and revisit.
Ask Ascend
Ask Ascend can explain changes, concentration, performance, and planning inputs using the data available in your account. It is read-only: it cannot trade, transfer, rebalance, or modify anything.
AI output can be incomplete or wrong. Informational only—not financial, investment, legal, or tax advice.
Investing + Plan
Deposits can flatter a portfolio and forecasts can imply too much certainty. Ascend labels the assumptions and separates measured performance from illustrative planning.
Estimated from the Federal Reserve’s 2022 Survey of Consumer Finances. A rough benchmark for context—not a ranking, target, or prediction.
Trust & Security
Ascend is an information layer, not a money-moving app. Its access is deliberately narrow, its claims are qualified, and its controls are meant to be understood—not buried.
Read the full security modelSupported connections provide account data only. Ascend cannot trade, transfer, or move money.
Wallet tracking uses public addresses. Ascend never asks for a seed phrase or private key.
Supported linked-account secrets are encrypted at rest; production also uses secure cookies and a strict Content Security Policy.
Use an optional device lock where supported, export your data, disconnect sources, or delete the account.
Your financial data is used to provide Ascend. It is not sold to advertisers or data brokers.
Simple pricing
Manual accounts and keyless crypto stay useful on Free. Pro adds automatic sync across supported financial institutions and the complete analysis, reporting, and planning toolkit.
$99/year · save 36%
First-time subscribers get 7 days free. Card required; the trial auto-renews to the selected plan unless canceled.
Straight answers
Still deciding? Explore the sample dashboard without an account, or email hello@ascendwealth.app.
Pro automatically syncs eligible accounts through SnapTrade’s supported financial institutions, including many major banks, brokerages, retirement providers, and exchanges. Coverage varies by institution and account type; anything unsupported can be entered manually and still participates in your net worth, allocation, history, and planning.
Ascend currently supports 11 networks: Bitcoin, Ethereum, Arbitrum, Robinhood Chain, Optimism, Base, Polygon, BNB Chain, Avalanche, Solana, and Hypercore. Coverage depth varies. BNB Chain uses a curated token list, and some DeFi or long-tail positions may not be valued.
No. Wallet tracking uses public addresses only. Ascend never asks for a seed phrase, private key, or exchange API key, and it cannot sign a transaction or move crypto.
It can explain the data available in your dashboard, answer portfolio questions, and—on Pro—use decision tools for planning and performance. It cannot trade, transfer, rebalance, or change account data. Its output is informational and may be incomplete or wrong.
Your accounts, manual data, net worth, and history remain. Paid features pause. Established financial-institution connections may keep syncing under the current continuity policy; Ascend shows the applicable state in the app.
Yes. The sample dashboard runs with illustrative data and requires no account. Use it to explore Overview, Accounts, Investing, Plan, Briefings, and Ask Ascend before creating an account.
Your whole picture