Know Your Wealth, Secure Your Future
We're building the most transparent investment tracking platform in the world. No hidden fees, no conflicts of interest—just powerful tools to help you understand and grow your wealth.
Democratizing Investment Intelligence
InvestKit was founded on a simple principle: Everyone deserves access to professional-grade portfolio analytics, regardless of their net worth.
Transparency First
We don't sell your data, push financial products, or hide behind complex fee structures. Our business model is simple: you pay us, we serve you.
Security Obsessed
Bank-level encryption, SOC 2 Type II compliance, and regular third-party audits. Your financial data is treated with the highest security standards.
Community Driven
We listen to our users. Over 80% of our features come from direct user feedback. Your voice shapes our roadmap.
Born from Frustration
InvestKit started in 2019 when our founder, Sarah Chen, realized she was spending hours every month updating spreadsheets to track her investment portfolio across five different brokerages.
The existing tools were either too expensive, too complicated, or tried to sell her financial products she didn't need. She wanted something simple: just show me my numbers.
What started as a weekend project grew into InvestKit—now trusted by over 150,000 investors managing more than $42 billion in assets.
Built by Investors, for Investors
Our team combines expertise in finance, technology, and design to build the best portfolio tracking experience.
Sarah Chen
Founder & CEO
Former Goldman Sachs VP. Stanford MBA. 15+ years in fintech.
Michael Rodriguez
CTO
Ex-Stripe engineer. Built data infrastructure at scale.
Emma Thompson
Head of Compliance
Former SEC attorney. JD from Harvard Law.
David Kim
Head of Product
Ex-Robinhood PM. Built features used by millions.
Licensed & Regulated
We operate under the highest regulatory standards to protect your interests.
SEC Registered
CRD #192847
InvestKit is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). This means we're held to fiduciary standards and must always act in your best interest.
SOC 2 Type II
Certified 2024
Our security controls, processes, and data handling practices are independently audited and certified to meet SOC 2 Type II standards.
SIPC Insured
Up to $500,000
While we don't hold your assets, all connected brokerages are SIPC members, providing insurance protection for your securities.
GDPR & CCPA
Fully Compliant
We comply with global data protection regulations including GDPR and CCPA, giving you full control over your personal data.
What Drives Us
01
Users First, Always
Every decision we make starts with one question: "Is this what's best for our users?" Not investors, not advertisers—users.
02
Radical Transparency
We publish our pricing, our methodology, and our limitations openly. If something goes wrong, we tell you immediately.
03
Build for the Long Term
We're not chasing growth at all costs. We're building a sustainable business that will serve investors for decades.
Join 150,000+ Investors
Experience the most transparent investment tracking platform. Free forever with our basic plan.