About Fractr

Built for the investor who is ready to manage their wealth with institutional-grade intelligence — on their own terms.

Whether you've always managed your own money or you're just realizing the tools available to you never matched the complexity of what you've built — Fractr is the intelligence layer that changes that. Stocks, ETFs, retirement accounts, real estate, crypto — your complete financial picture, finally in one place.

Our story

The gap nobody was filling.

Something is changing in how people think about their wealth. A generation of investors built real portfolios on their own terms — not because professional guidance isn't valuable, but because the tools became accessible, the information became available, and the confidence followed. Self-directed investing stopped being a workaround. It became a choice.

What hasn't kept pace is the intelligence layer. The institutional-grade analysis, the scenario modeling, the tax treatment breakdowns, the cash flow projections — those never got built for the self-directed investor. And as wealth grew more complex — stock options vesting, businesses being sold, retirement approaching, crypto positions sitting alongside traditional portfolios with no unified picture — the gap between what investors needed and what existed kept widening.

Most platforms still treat crypto as a sidecar — a separate world disconnected from the rest of your financial life. Most wirehouses won't touch it. Most advisors don't understand it. But for a significant and growing segment of investors, digital assets are a real and meaningful part of their net worth. Fractr sees the whole picture. Traditional accounts, retirement funds, and crypto positions — unified, analyzed, and intelligently surfaced together.

Fractr is the company that builds the intelligence layer the self-directed investor always deserved. Not a replacement for the guidance you might want — a foundation of clarity that makes every financial decision better informed.

Three gaps the market left open.

The self-directed investor has been underserved at every turn. Not because the tools don't exist — but because nobody built them for this specific person.

Institutional tools were gated

Portfolio intelligence, tax treatment analysis, scenario modeling, Monte Carlo simulations — these exist at the largest financial institutions. Their clients access them through expensive relationships. Everyone else gets a generic calculator that treats a $2M portfolio the same as a $20,000 one.

Crypto got left out of the picture

For millions of investors, digital assets are a real and meaningful part of their net worth. But most platforms treat crypto as a sidecar — disconnected from the rest of your financial life. Most advisors won't touch it. Most tools don't account for it. Fractr sees it all together.

Complexity arrived without a roadmap

Building wealth is learnable. Managing the complexity that comes with real wealth — retirement income sequencing, tax optimization, estate planning, business exits, digital asset positions — is a different challenge entirely. Most investors hit that wall without any tools built for them.

What we believe

The principles Fractr is built on.

01

Control is not something to be managed away

The self-directed investor earned the right to make their own decisions. Fractr is built to enhance that autonomy — not replace it. We give you the picture. Every decision stays yours.

02

Intelligence and advice are fundamentally different things

Showing you that your equity allocation is 78% versus a typical 55% for your age bracket is intelligence. Telling you to sell your tech stocks is advice. Fractr does the former exclusively — and we think that distinction matters deeply.

03

Your money should stay exactly where it is

Fractr connects to your existing accounts through read-only access. We never move, transfer, or manage your assets. Your Schwab account stays at Schwab. Your Fidelity account stays at Fidelity. Fractr just makes you smarter about all of it.

04

The complexity of wealth should not require a six-figure relationship

The tools to understand your retirement trajectory, your tax treatment, your withdrawal sequence, and your estate picture should not cost $20,000 a year. They should cost $99 a month. That is the entire premise of Fractr.

05

Timing matters more than most tools acknowledge

When the market drops 10%, a generic alert does nothing. A personalized analysis of your specific portfolio, in the context of your goals and timeline, delivered before you have to ask — that changes behavior. That is what Fractr delivers at the exact moment it matters.

Nothing else is built like this.

There are robo-advisors for mass market investors. There are advisor tools for wirehouses. There are generic AI chatbots. None of them are built for the self-directed investor with real wealth who wants to stay in control.

Fractr
Traditional advisor
Robo-advisor
You stay in control
Read-only, no asset management
Works with existing accounts
Institutional-grade analysis
Scenario and cash flow modeling
Tax treatment intelligence
Personalized market moment alerts
Flat subscription pricing
On-demand human expert access
The Fractr promise

What you can always expect from us.

We never touch your money

Read-only access. Always. Your assets stay exactly where they are — we only read the data. We will never request write access, never execute a trade, never move a dollar.

We never sell your data

Your financial data is yours. We do not sell it, share it with third parties for marketing, or use it to build advertising profiles. Full stop.

We are always clear about what we are

Fractr is a financial intelligence platform. We are not a registered investment advisor. Everything we surface is data, analysis, and context — never personalized advice. We will always be explicit about that distinction.

We build for your autonomy, not your dependency

Our goal is to make you a more confident, better-informed investor — not to make you dependent on us. If Fractr is doing its job, you leave every session feeling more in control, not less.

"The hardest financial moment isn't building wealth. It's knowing when you have enough — and trusting your plan to last."
The Fractr Thesis

Ready to see what institutional intelligence feels like?

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Fractr is a financial data aggregation and intelligence platform. Fractr is not a registered investment advisor and does not provide investment advice, portfolio management, or personalized financial recommendations. All content, analytics, projections, and scenario models are for informational and educational purposes only and do not constitute financial, tax, or legal advice. Account connections are read-only — Fractr never moves, transfers, or manages your assets.