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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

Rafael Wakefield

HNWAge 30-39San Diego, CAConservative riskWorks at AdobeAdvisor Sam Kowalczyk

Net worth

$3.6M

assets minus liabilities

Assets

$4.5M

6 accounts

Liabilities

$968.8K

3 accounts

Take-home pay

$331.4K

last 12 months

Held with your firm 39%Held away 61%

$1,759,187$2,770,757

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$4,529,945

Your Firm Brokerage••1393
Linked Dec 19, 2023
Held$1,759,187
Interactive Brokers Brokerage••5672
Linked Nov 12
Away$1,598,084
Empower 401(k)••2079
Linked Feb 11, 2023
Away$572,084
Ally Bank Savings••1591
Linked Jan 16, 2023
Away$309,248
Merrill Brokerage••7311
Linked Jul 4, 2022
Away$243,179
Ally Bank Checking••7562
Linked Aug 22, 2023
Away$48,162

Liabilities (3)

$968,807

U.S. Bank Mortgage••2883
Linked Jul 2, 2022
$858,159
Ally Bank Student loan••3773
Linked Jul 20, 2024
$96,811
Ally Bank Credit card••3048
Linked Aug 21, 2023
$13,837

Signal timeline (5)

Net Worth DropNov 14New
Rafael Wakefield's net worth is down 30% in 30 days
Wallet Share ChangeNov 14New
Rafael Wakefield's share of assets with your firm went from 69% to 39%
Large Inflow / OutflowNov 13New
$837.7K left Rafael Wakefield's Your Firm brokerage account
Convertible Held AwayNov 12New
Rafael Wakefield linked a new Interactive Brokers brokerage account with $1.6M
Large Inflow / OutflowApr 14Sent to CRM
Rafael Wakefield moved $276.8K from Merrill brokerage account to Your Firm brokerage account