Wealth Dashboard for Complex Portfolios

The greatest gift you leave behind is not money. It is clarity for those you love.

LegacyTrackr brings your entire financial life into one place so your family can understand what exists and what to do.

Private Equity·Real Estate·Trusts & LLCs·Public Equities·Operating Businesses·Royalties & Minerals

The Problem

Nobody else sees the full picture.

Right now, you are the only person who could step in and make sense of everything.

Not your spouse. Not your advisor. Not your attorney.

If something happened, they would be starting from zero. Piecing together accounts, entities, and documents under pressure.

And in that moment, this stops being about organization. It becomes about whether they can act without confusion.

The Platform

The full picture, already in one place.

LegacyTrackr brings every asset class, entity structure, and critical document into a single dashboard. See your full allocation, track what matters, and know the complete picture exists somewhere secure, structured, and accessible beyond a single file or device.

LegacyTrackr

Allocation 6 asset classes

Real Estate 35%

Private Equity 25%

Public Equities 18%

Operating Business 12%

Royalties 6%

Personal Property 4%

Entities

Family Trust Holdings LLC Properties LP +4 more

How It Works

Three steps to a complete picture.

Add your assets.

Every asset class: liquid investments, real estate, private equity, operating businesses, personal property, royalties. Add as much or as little detail as you want. Our onboarding team helps with the heavy lifting.

Organize your structure.

Document your entities (trusts, LLCs, LPs, foundations) and which assets they hold. See the full ownership picture in one view.

Control access.

Invite a spouse, business partner, advisor, or family member. Set permissions for each person. You decide who sees what, and you can change it anytime.

Beyond Organization

Document your playbook. Share it on your terms.

Right now, you know where everything is. You know who manages what, which entities hold which assets, and where the documents are. That knowledge has real value: to your family, your partners, and your advisors.

LegacyTrackr makes sure that knowledge lives somewhere accessible, not just in your head. So when anyone needs it, for tax season, estate planning, a liquidity event, or a transition, it's there.

"I realized that 20+ investments, multiple entities, and real estate across two states all made perfect sense to me. But only to me. If my family, my attorney, or my accountant ever needed the full picture, they'd be starting from zero."

Steve McKeever, Founder

Founding Member Pricing

One plan. Full access. White-glove onboarding.

No tiers. No feature gating. Every founding member gets the complete platform with dedicated onboarding support.

Founding Member

$2,500/year

or $250/month

Full platform access: every asset class, entity, and document type

White-glove onboarding (2.5 hours included)

Invite family members, partners, or advisors with role-based permissions

Encrypted and secure. Your data is never sold or shared.

Get Started

Have a referral code? Apply it at checkout.

Your complete financial picture.
Organized. Accessible. Secure.

Get started in minutes. Our team will help you get everything set up.