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For founders & investors

Your wealth is bigger than a portfolio.

Better decisions across career, business, investments, tax, and long-term wealth. Expert advice. Modern platform.

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Assets Tracked

$150M+

Investors

1,000+

The wealth industry wasn't built for people like you.

They take a % of your wealth

They restrict your choices

They’re not aligned with you

Fees hidden in fine print

What you get with eccuity.

Flat fee

Not a % of your wealth

Your choices

Invest in what you want

Full alignment

We succeed when you do

Zero hidden fees

See every cost upfront

Full picture

See everything you own. One screen.

Every asset class. Every account. Real-time performance, allocation breakdowns, and net worth tracking. No more spreadsheets.

Discover our features
See everything you own. One screen.

Strategies

Create your own, or follow the best.

Build your own modelled portfolio strategy with custom rules, or subscribe to Pro Strategies, Passive Strategies, eccuity Strategies, and community-built strategies — all in one place.

Explore strategies
Create your own, or follow the best.

Your AI analyst team

AI that challenges you, not just agrees with you.

Our AI agents are trained across multiple disciplines — macro, technical, fundamental, and behavioural. They debate each other and stress-test different views so you make sharper decisions, not comfortable ones.

Meet the agents
AI that challenges you, not just agrees with you.

Keep your money moving

Make your money work for you

Earn interest on the cash balance in your eccuity account, and make sure that your money is always moving.

eccuity Private
(USD Savings)
3.15%
eccuity Invest
(USD Savings)
2.75%
Banks
(Foreign Currency Account USD Savings)
1.65%
Online Platforms
(Shares Save NZD Savings)
2.00%

Fully Insured

Protect up to USD $75 million through enhanced SIPC insurance.

Easy to Access

Request a withdrawal at any time.

Earn Passively

Maintain USD savings with competitive interest rates. No active management required.

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Your wealth is protected

We don't hold your money. You do.

Custodial model. You own your investments directly. They're held by regulated third party custodians and covered by SIPC insurance.

Multi Factor Authentication
Registered Financial Service Provider
Third party custodian
Insurance covering clients up to $75m

Flat membership. No percentage.

The more you grow, the better the deal.

A traditional advisor charges 1% on $1M — that's $10,000 a year. eccuity starts free and tops out at $1,200. Same tools. Better rates. Full control.

Free

Free

$0/yr

Start here

Plus

Plus

$100/yr

Active investors

Pro

Pro

$250/yr

Serious investors

Private

Private

$1,200/yr

Founders & HNW

Compare all plansGet started free

All plans include SIPC protection. Save 20% with annual billing. No lock-in.

We walk with you

You're not on your own.

Blog

Articles and guides on investing, tax, and building wealth in New Zealand.

Written by real people.

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Ways to Wealth Podcast

150+ interviews with top business leaders, investors and entrepreneurs.

Success stories to learn from.

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Expert advice

Talk to real advisors who know your name and understand your situation.

Available on Pro and Private plans.

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Questions people ask

eccuity is a wealth platform for founders, business owners, and investors. You can trade US stocks, ETFs, and crypto, track your full net worth across every asset class, and earn competitive yields on uninvested cash. Free to start.
A wealth manager takes a percentage of your money every year, restricts what you can invest in, and makes decisions for you. eccuity charges a flat membership fee, lets you choose every investment, and gives you full control and transparency.
Your securities are protected by SIPC up to $500,000, with expanded coverage up to $75 million. Assets are held by regulated third party custodians. We never hold your money directly.
Yes. eccuity supports individual, trust, and company accounts. We also offer an Investment Company service for tax-efficient investing at 28%.
US-listed stocks, ETFs, and cryptocurrency. You can also track NZ shares, property, private equity, and other assets on your dashboard.
Free to start. Paid plans from $10 to $125 per month with increasing benefits. A traditional advisor charges 1% of your assets. On $500K, that's $5,000 a year. eccuity Private is $1,500. Save 20% with annual billing.
Cryptocurrency is held in secure custodial wallets managed by regulated custody partners with industry-leading security practices.
eccuity was built in New Zealand by Charlie Meaden over 6 years. The team includes experienced operators in technology, finance, and governance. We're a registered financial service provider.

You built something great

Do the same with your wealth.

A trusted partner. Fair pricing. Real alignment. No hidden fees. That's it.

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