HELM is the personal-OS for solo HNW operators. One view across every account — brokerage, retirement, crypto, real estate, private investments, business cash flow. Manual-first (no Plaid). AI-powered weekly insights on allocation drift, tax-loss opportunities, and goal trajectory. Banker-grade reports for every quarter. Not an investment advisor. Better.
Kubera ships balances. Monarch ships budgeting. Personal Capital pitches you managed money. HELM ships operator-grade intelligence: vesting tracker, real estate deep dive, tax brain, scenario modeling, AI Q&A over your own data, banker-grade quarterly reports. None of which exist anywhere else for the solo HNW operator.
HELM is not a registered investment advisor, broker-dealer, fiduciary, CPA, tax advisor, or insurance agent. HELM does not provide individualized investment, tax, legal, or insurance advice. Insights and reports are educational summaries of data you provide. Consult a licensed advisor before acting on any pattern surfaced by HELM. Past performance is not indicative of future results.