Built for You
Financial intelligence,
tailored to your world
Helm adapts to your financial complexity. Whether you hold RSUs, manage angel portfolios, or just want Bloomberg without the price tag.
Engineers
RSU tracking, concentration alerts, multi-account sync
You optimize systems for a living. Helm applies that same rigor to your portfolio with automated monitoring and intelligence.
Founders
Equity events, angel investments, daily briefs
You raised capital for your company. Helm raises the bar on managing your personal finances with zero active management.
Self-Directed Investors
500+ ticker analysis, portfolio tracking, tax intelligence
Bloomberg-grade analysis without the Bloomberg price. AI-powered verdicts, real-time data, and actionable insights.
High-Net-Worth Individuals
Multi-account aggregation, personalized intelligence
Your advisor charges 1% AUM. Helm gives you institutional-grade analysis at a fraction of the cost.
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