Wealth Management
Builtfor What You’ve Built
A wealth management platform built for investors who expect more — and the advisors who deliver it.
A glimpse of what’s inside. Simulated data for illustration.
Portfolio — Analyze holdings, run attribution, detect drift, optimize allocations
Trading — Generate trade proposals, select tax lots, route orders
Tax — Find harvesting opportunities, check wash sales, estimate alpha
CRM — Score prospects, draft outreach, prep meeting briefs
Compliance — Review trades, flag risks, generate audit reports
Planning — Model scenarios, build financial plans, draft IPS documents
I also monitor your book 24/7 and surface opportunities proactively. What would you like to start with?
1. Chen Trust drifted 2.8% — rebalance recommended
2. TLH opportunity: VOO → SPLG, est. $42K savings
3. Nakamura review at 2PM — prep ready
4. New prospect: $12M, referred by Blackwell
All 186 households monitored. No compliance flags.
“Stirlingshire was built from the ground up to provide both clients and advisors with institutional-grade technology, operational support, and economic alignment, enabling us to deliver an exceptional experience to high-net-worth clients and the advisors that service them. Our goal is simple: build outcomes that are better for clients, better for advisors.”— Steven Woods, Founder/CEO
Built for Both Sides of Wealth
Complete Visibility Into Your Wealth
Real-time portfolio analytics, performance attribution, tax planning, family office consolidation, secure messaging, document vault, goal tracking, and a personal AI assistant — the transparency your wealth deserves.
For AdvisorsThe Platform Your Practice Deserves
AI portfolio construction, institutional execution strategies, automated rebalancing, direct indexing, built-in CRM with AI outreach, telephony, compliance supervision, and 15 automated report types — your entire practice, one login.
OpportunitiesJoin Stirlingshire as an Advisor
100% payout, zero platform fees, and an AI-native operating stack built for elite practices. Compare earnings, meet the team, and see what a move to Stirlingshire looks like.
Experience the Platform
No obligation. No sales pitch. See the platform for yourself.