Join the FundVision waitlist
We're inviting new users in small batches so each one gets a thoughtful onboarding. Drop your email and we'll reach out when your spot opens.
Currently invitation-only. We'll never share your email.
What early access looks like
You aren't just getting a login. You get a hands-on onboarding from us.
A short conversation
Once we reach your spot in line, we set up a 30-minute call to understand your portfolio and walk you through the platform.
Help getting set up
We help you import your first investments, connect any accounts you want synced, and organize everything the way you'll actually want to use it.
Direct access to us
Early users get a private channel to ask questions, request features, and shape how the product evolves.
Who we're looking for first
We're prioritizing people where FundVision can replace a real workflow today, not someday. If any of these sound like you, we'd love to talk.
- Investors managing complex portfolios across multiple asset classes
- Anyone juggling investments in spreadsheets that have outgrown their usefulness
- People priced out of enterprise platforms like Addepar
- Multi-generational families or households who want shared visibility without giving up control
Common questions
When will I get access?
We are onboarding new users a few at a time so we can give each one real attention. Expect to hear from us within a few weeks of joining the list.
How much will it cost?
Pricing is a transparent flat fee — not a percentage of assets. Final pricing is set during early access; we will share it with you before you commit.
Is my financial data safe?
Yes. Your data lives in an encrypted database, account connections run through Plaid (the same infrastructure your bank uses), and we never sell or share information.
Can I bring my advisor?
Absolutely. FundVision works alongside your advisor, accountant, or estate attorney — they can have their own profile with the access you choose.
What if my situation is complicated?
Complicated is the norm. PE commitments, trusts, real estate, family members or advisors with different visibility rules — that is exactly what we built this for.
Ready when you are
Add your email and we'll reach out as soon as a spot opens up.