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Sovereign intelligence for HNIs & pre-HNIs

Sovereignty isn't escape.
It's the power to choose.

Track your wealth, see your exposure, model the tax and the moves, and get briefed on what matters to you — the whole picture, and the contacts to act on it.

No credit card requiredDemo mode availableBank-grade encryption
FEATURES

Everything an HNW portfolio needs in one place.

Tax intelligence

Model your portfolio against 165 countries' tax and residency rules. Compare regimes side by side and see exactly how much each one would cost you — before it does.

Relocation copilot

Weigh every country by what matters to you — tax, cost of living, safety, visa routes — and get matched to the ones that fit, with the real cost of the move laid out. Invaluable the first time you realize where you live is a choice you get to make.

Intelligence tuned to you

A live monitor that briefs you on the markets, policy shifts, and news that touch your money and your interests — tailored to your holdings, not a generic feed. Ask it anything about your portfolio.

Sovereignty index

Score how sovereign your setup really is — citizenships, residences, banking and business jurisdictions, digital and physical resilience — on a 3D globe, with a days-in-country tracker so residency thresholds never surprise you.

Your second brain

Capture the notes, contacts, and decisions that matter, all in one place. The more Sovereign knows about you, the sharper its briefings get.

Live multi-asset tracking

Crypto, stablecoins, equities, bonds, metals, real estate, businesses, collectibles, derivatives — all in one place, with live prices (crypto every 5 minutes, equities hourly).

Snapshots & multi-year history

Hourly net-worth snapshots and multi-year graphs on every asset. See exactly when, how, and why your wealth moved.

Exchange & broker integrations

Binance, Coinbase, Kraken, OKX, Bybit, MEXC, WOO X, Trading 212, DEGIRO. Holdings sync automatically, read-only — never any access to move funds.

Yours, not ours

Your data is yours. Encrypted at rest, never sold, never used to train models.

HOW IT WORKS

The more it knows you, the sharper it gets.

Track your wealth

Connect your exchanges and brokers or enter holdings by hand. Live prices, hourly snapshots, every asset class in one place.

See your sovereignty

Score your setup across citizenships, residences, banking, business and digital footing on a 3D globe, and log your days in each country so residency thresholds stop hiding.

Model tax & relocation

Run your portfolio through 165 countries. See what each regime would cost you, compare residencies, and get the contacts to act — without anyone pushing you to move.

Build your second brain

Capture the notes, contacts, and decisions that matter. Every piece teaches Sovereign more about you and what you're optimizing for.

Get briefed

Because it knows your money, your map, and your mind, the monitor briefs you on exactly what moves them — tailored intelligence, on the dashboard, Telegram, or email.

NO AGENDA

Everyone else in this space is selling you an answer. Sovereign sells you nothing but your own clearest picture — and briefs you on what moves it.

PRICING

Free to start. Upgrade when you outgrow it.

No card required for Free. Annual on Sovereign saves two months. Cancel anytime.

Free
$0

See where you stand.

  • Your net-worth percentile at home
  • How you'd rank in every other country
  • HNI lifestyle intel in Discover
  • Curated Discover feed
Start free
Tracker
$19/mo

Your whole net worth, tracked live.

  • Everything in Free
  • Unlimited holdings, every asset class
  • Live prices & hourly snapshots
  • Exchange & broker integrations
  • Sovereignty index
  • 1-year history
Start tracking
MOST POPULAR
Sovereign
$100/mo

The full intelligence layer — or $1,000/yr.

  • Everything in Tracker
  • Tax engine (165 countries)
  • Relocation copilot
  • Tailored AI monitor & briefings
  • AI chat over your portfolio
  • Second brain
  • Full unlimited history
  • Priority support once paid tiers open
Go Sovereign
FAQ

Questions, answered.

Who is Sovereign HNI for?

Sovereign HNI is built for high net worth individuals — and the pre-HNIs on their way. Whether you're compounding your first serious capital or already hold wealth across crypto, equities, real estate, and businesses in multiple jurisdictions, Sovereign tracks it, learns what matters to you, and briefs you on what moves it.

How is this different from a relocation consultant or a 'sovereign' guru?

The people selling relocation and second passports only profit when you move, so their advice is structurally conflicted. Sovereign has no setup to sell — it shows you every option, the real numbers, and the contacts to act, then leaves the decision to you. Sometimes the honest answer is to stay, and Sovereign will tell you that.

Is there a free tier?

Yes — free forever. The Free tier shows where your net worth ranks in your own country and in every other, plus HNI lifestyle intelligence in Discover. Tracker ($19/mo) adds the full live net-worth tracker, integrations, and the sovereignty index. Sovereign ($100/mo or $1,000/yr) unlocks the intelligence layer: the tax and relocation engine, tailored AI monitor, AI chat, and second brain. Paid tiers have not opened yet — during the open beta every account gets the full product.

How does Sovereign HNI get my prices?

Crypto prices come from CoinGecko. Stock and ETF prices come from yfinance. Real estate, private businesses, and collectibles are entered manually with optional appreciation rates. Prices refresh every 5 minutes for crypto and hourly for equities — the equity refresh runs around the clock, so non-US and closed-market positions update in evenings and weekends too.

Which exchanges and brokers do you integrate with?

Binance, Coinbase, Kraken, OKX, Bybit, KuCoin, Gate.io, Bitget, MEXC, Crypto.com, Deribit, Gemini, Bitstamp, Bitvavo, Bitfinex and WOO X for crypto. Interactive Brokers (read-only Flex Web Service token), Trading 212 and DEGIRO for traditional brokerage, plus a hosted broker sign-in through SnapTrade for Fidelity, Schwab, Robinhood, E*Trade, Webull, eToro, Vanguard, AJ Bell and thirty other brokers. Every connection is read-only — Sovereign HNI never has the ability to move your funds.

How does the tax engine work?

The tax engine models your portfolio against the rules of 165 countries: capital gains regimes, dividend treatment, crypto-specific rules, foreign income rules, and residency thresholds. You can run side-by-side comparisons of two or more jurisdictions to see how the same portfolio would be taxed differently.

Is my financial data safe?

Your data lives in an encrypted Postgres database hosted on Supabase in Frankfurt. Connections use HTTPS with HSTS. We never sell your data and never use it to train AI models. Some features do send data to service providers to work — the AI assistant sends portfolio context to Anthropic when you use it, the automatic Monitor AI brief does the same only after you switch it on (it is off by default), opt-in digests go through Resend or Telegram — and the privacy policy lists every provider, what it receives, and when. You can export your full dataset to JSON or delete your account at any time.

Do I have to connect my exchanges?

No. Every feature works with manual entry. Exchange integrations are a convenience, not a requirement. Many users prefer manual entry for sensitive accounts and integrations for high-velocity trading wallets.

Can I try it without signing up?

Yes. There is a read-only demo mode preloaded with realistic sample data. Click 'Try the demo' on the sign-in page to explore the full dashboard without creating an account.

What's on the roadmap?

The Telegram bot (daily digests plus natural-language portfolio queries), relocation modeling, the second brain, the physical-presence tracker and MCP access for your own AI agent are already live. Next up: paid-tier billing, Apple sign-in, and family-office / multi-seat accounts.

Your wealth, your world — one briefing.

Track every asset, build your second brain, and let Sovereign brief you on what actually moves them. Start free.

Start free →Try the live demo