About Everything Capital

Our mission and what we built

Our Mission

Everything Capital was built to give you a single, clear view of your entire financial life. Personal finance has become fragmented across a dozen apps — one for banking, one for investing, one for budgeting, one for taxes, one for your property. Each one sees only a sliver of the picture, so none of them can give you real guidance.

We believe the best financial decisions come from seeing everything at once: how your spending affects your savings, how your investments affect your net worth, how your property and taxes fit into the whole. That is what Everything Capital does — one secure connection, one dashboard, your complete financial life.

What Everything Capital Does

Everything Capital unifies cash flow tracking, investment portfolios, savings goals, real estate equity, alternative investments, and tax organization in one AI-powered dashboard. A single Plaid link connects your bank accounts, credit cards, and brokerage accounts securely — we never store your credentials, and you can disconnect any account at any time.

An AI financial advisor looks at your full picture and gives personalized guidance. You can track net worth over time, spot cash flow patterns, monitor holdings and dividends, set and track savings goals, manage rental properties, log collectibles, and organize your tax documents — all without switching apps.

What We Value

Privacy First

Bank-grade encryption, row-level access control, and zero data selling. Disconnect any account instantly.

One Connection

A single secure Plaid link unifies your banks, cards, brokerages, and wallets — no separate setups.

AI-Powered Insight

An AI advisor looks at your full financial picture and gives personalized guidance toward your goals.

Complete Picture

Net worth, cash flow, investments, real estate, alternatives, and taxes — all in one dashboard.