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Getting Started

Link Accounts

Link Your Accounts

Step 1

Linking your accounts is simple and secure. You'll click the add accounts button, and enter the name of your institution or URL in the search bar.

Organize

Link Accounts

Connect Via Web

Step 2

Our Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments.

Analyze

Link Accounts

Private and Directed Investments

Step 3

All of your assets and liabilities are brought into one secure platform. Link real estate, private equity, and hedge funds to create a comprehensive view or your wealth.

Step 1: Register Here
Step 2: Risk Profile Questionnaire
Step 2: Link Your Accounts

Address

The Balboa Building

735 State Street, Suite 516

Santa Barbara, California 93101

 

Contact Us

(O) 805.880.WING

(F) 443.269.0458

Email Us

Disclosures

Outwing Private Wealth Management is an Registered Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Outwing Wealth and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Outwing offers advisory services independent of Arete. Neither firm is affiliated.

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