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Feed Queue Analytics How it works About

All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

Built by Gerard KaszaHow it works About

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Client profile · synthetic

Aria Vance

HNWAge 60-69Chicago, ILModerate riskRetiredAdvisor Elena Brandt

Net worth

$6M

assets minus liabilities

Assets

$6.1M

6 accounts

Liabilities

$43.7K

2 accounts

Retirement income

$183.7K

last 12 months

Held with your firm 59%Held away 41%

$3,607,118$2,480,262

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$6,087,381

Your Firm Brokerage••2324
Linked May 4, 2023
Held$3,097,341
E*TRADE Brokerage••6924
Linked Dec 15, 2023
Away$1,776,086
Charles Schwab Brokerage••7681
Linked Nov 14
Away$549,552
Your Firm IRA••2238
Linked Jun 18, 2023
Held$509,777
Capital One Savings••8166
Linked Aug 21, 2024
Away$137,310
Capital One Checking••8394
Linked Jan 27, 2024
Away$17,314

Liabilities (2)

$43,706

Capital One Auto loan••6995
Linked Apr 19, 2023
$35,060
Capital One Credit card••6469
Linked Jun 2, 2023
$8,646

Signal timeline (5)

Convertible Held AwayNov 14New
Aria Vance linked a new Charles Schwab brokerage account with $549.6K
Income ChangeNov 5New
Aria Vance has a new recurring deposit of $14,950 from Rental income: Oak St property
Net Worth SpikeAug 2Reviewed
Aria Vance's net worth is up 27% in 30 days
Large Inflow / OutflowJul 31Dismissed
Aria Vance received $1.1M into their Your Firm brokerage account
Spending ShiftOct 26, 2025Reviewed
Aria Vance's dining spending is up 92% over the last 3 months