Financial intelligence, tailored to your world
Helm adapts to your financial complexity. Whether you hold RSUs, manage angel portfolios, or just want one place to see everything.
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
AI-powered stock analysis, real-time data, and actionable insights for every position you own.
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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