What is Wealth OS Management?
Wealth OS Management is an all-in-one Notion system designed to help you efficiently track, manage, and grow your personal and investment wealth.
Problem
Users manually track personal and investment wealth through spreadsheets or fragmented tools, leading to inefficient consolidation, lack of real-time insights, and difficulty in growth optimization.
Solution
A Notion-based all-in-one wealth management system that enables users to track expenses, monitor investments, set financial goals, and generate reports within a customizable dashboard (e.g., net worth tracking, portfolio analysis templates).
Customers
Individual investors, personal finance enthusiasts, freelancers, and professionals seeking centralized control over their finances.
Unique Features
Leverages Notion’s flexibility for customizable wealth tracking, integrates budgeting with investment performance analytics, and provides pre-built templates for tax optimization and goal setting.
User Comments
Simplifies complex financial data into actionable insights
Saves hours previously spent on manual updates
Customizable for diverse investment portfolios
User-friendly for non-finance experts
Lacks direct bank sync but compensates with adaptability
Traction
Launched on Product Hunt in 2024; exact revenue/user metrics unconfirmed but comparable Notion finance templates generate $10k-$50k MRR. Founder’s X (Twitter) has 1.2k followers.
Market Size
The global personal finance software market is projected to reach $1.5 billion by 2026 (Statista, 2023).
