A privacy-first portfolio tracker for investors to view all holdings in one dashboard.
Product memo
Long-term investors often struggle to consolidate investment data across multiple brokerages and spreadsheets. Glance Wealth solves this by offering a unified dashboard for tracking holdings, dividends, and performance. It emphasizes privacy-first data handling and a clean user experience, distinguishing itself from tools focused on active trading.
For who
Long-term investors tracking multiple portfolios
Solves what
Consolidating investment data from various brokers into a single view.
- Unified portfolio view
- Privacy-focused design
- Performance analytics
In their own words
See your entire portfolio at a glance.
Track investments across brokerages, portfolios, and asset classes in one private, beautifully clear dashboard.
Commercial cues
Model
free only
Free tier
No
Trial
No
Pricing Strategy
Glance Wealth offers a free tier; paid plan details are not publicly priced.
- • Privacy-first data handling acts as a key differentiator.
- • A unified portfolio view drives sign-ups from fragmented users.
- • Free tier lowers testing friction.
Operator context
Operating setup
Founded
May 2026
Platform
Web app
Audience
Consumers
Social footprint
Builder Strategy
- Strategy Type
- Niche Specialist
- Stage
- Pre Revenue
- Effort
- Solo Buildable
About Glance Expand
Glance Wealth provides a dedicated portfolio tracking product for long-term investors managing assets across various brokerages. It addresses the common pain point of fragmented investment data by consolidating holdings, dividends, and performance into a single, private dashboard.
The product's emphasis on privacy-first data handling and a clean user interface positions it as a straightforward alternative to more complex trading-focused platforms. This approach aims to build a trusted user base by offering a core utility without any cost.