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For founders, business owners, and investors

Your wealth is bigger than a portfolio.

See everything you own in one place, invest on your terms, and have real people in your corner. One flat fee that stays flat as your wealth grows.

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Assets Tracked

$150M+

Investors

1,000+

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

So we built the opposite.

The IndustryThe old way: They take a % of your wealth
eccuityWith eccuity: One flat fee. Not a % of your wealth
The IndustryThe old way: They restrict your choices
eccuityWith eccuity: Invest in what you want
The IndustryThe old way: They win even when you lose
eccuityWith eccuity: We succeed when you do
The IndustryThe old way: They hide fees in fine print
eccuityWith eccuity: See every cost upfront

The platform

See it. Shape it. Stress-test it.

Net wealth

Know your true net wealth.

Bring every asset, account, and liability into one live view, even the ones you don't hold with us, and see your real net wealth as a single number. Watch it grow over time. The full feature, free for anyone.

See your net wealth for free
Know your true net wealth.

Trackers

Stop guessing what to buy.

Track the real 13F holdings of the world's biggest investors, like the Warren Buffett tracker, or follow proven passive staples like the Barefoot Investor and Dave Ramsey trackers. Build your own from scratch and automate the buys.

Explore trackers
Stop guessing what to buy.

AI assistant + analyst team

Quick answers, deep research.

Ask the built-in assistant your everyday questions. When a call really matters, bring in your AI analyst team: an all-star panel of trained analysts that pulls the question apart, runs multiple validated approaches, and returns unbiased, principle-based views, purely from an economic standpoint.

Meet the analyst team

For research and education only. Our AI gives general, unbiased analysis and never personalised or individual advice. Nothing here is financial advice; speak to a licensed adviser before you act.

Quick answers, deep research.

Keep your money moving

Earn up to 3.15% while you decide what's next.

Earn interest on the cash balance in your eccuity account, and make sure that your money is always moving. The rate is quoted per year and subject to change.

eccuity Private(USD Savings, p.a., subject to change)
3.15%
eccuity Free(USD Savings, p.a., subject to change)
2.75%
Online Platforms(Sharesies Save NZD Savings, p.a., subject to change)
2.30%
Banks(Foreign Currency Account USD Savings, p.a., subject to change)
1.65%

SIPC-covered to $75M

Securities held in your name with a regulated custodian, protected by SIPC up to $500k plus excess coverage up to USD $75M (custodian failure, not market loss).

Easy to Access

Request a withdrawal at any time.

Earn Passively

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

Learn More

How your assets are safeguarded

In your name. SIPC-covered to $75M.

Your cash and securities are held by a regulated custodian, Alpaca Securities LLC (member FINRA/SIPC). SIPC protects up to USD $500,000 (including USD $250,000 for cash), and Alpaca's excess coverage adds up to USD $75 million in securities and USD $75 million in cash per customer (USD $250 million aggregate). This applies if the broker-dealer fails; it does not protect against market losses. If eccuity disappeared tomorrow, your assets would still be yours.

How your funds are protected→

Multi Factor Authentication
Registered Financial Service Provider
Third party custodian
SIPC + excess coverage 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, every year. eccuity starts free and tops out at $1,200 a year, billed annually. Same tools. 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.

Learn more

Ways to Wealth Podcast

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

Success stories to learn from.

Learn more

Expert guidance

Talk to real experts who understand your situation.

Available on Pro and Private plans.

Learn more

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 wealth 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 cash and securities are held in your name by a regulated custodian (Alpaca, member FINRA/SIPC). SIPC protects up to USD $500,000 (including USD $250,000 for cash), with excess coverage adding up to USD $75 million in securities and USD $75 million in cash per customer. This applies if the broker-dealer fails, not against market losses. 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 run from $100 to $1,200 a year billed annually, or $10 to $125 a month billed monthly. For comparison, a traditional advisor charging 1% on $500K takes $5,000 a year, every year, and the bill grows as your wealth does.
Cryptocurrency is held in secure custodial wallets managed by regulated custody partners with strong 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.

Get started free

SIPC protected · Regulated custodians · Free to start · No lock-in

eccuity Insights

Sharper thinking on wealth.

Markets, tax, business, and long-term wealth. Plain language, no fluff, written by people who actually invest. Free.

  • Learn what has been moving global markets, and what hasn’t.
  • Tax and structuring ideas built for NZ founders and investors.
  • Unsubscribe at any time. We never share your details.

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