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Signals feed Opportunity queue Analytics How it works About

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Every person and account is made up, for illustration only.

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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

Freya Ingram

Mass AffluentAge 40-49Nashville, TNGrowth riskWorks at NvidiaAdvisor Sam Kowalczyk

Net worth

$839.7K

assets minus liabilities

Assets

$1.2M

5 accounts

Liabilities

$344.5K

3 accounts

Take-home pay

$131.9K

last 12 months

Held with your firm 28%Held away 72%

$331,173$853,014

Balance history

HeldHeld awayNet worth

Linked accounts (5)

$1,184,187

Ascensus 401(k)••6403
Linked Jan 13, 2023
Away$499,866
Your Firm Brokerage••7918
Linked Nov 16, 2023
Held$331,173
Merrill IRA••2593
Linked Sep 15, 2025
Away$257,282
Citibank Savings••8581
Linked Oct 20, 2022
Away$84,972
Ally Bank Checking••4568
Linked Aug 30, 2023
Away$10,894

Liabilities (3)

$344,529

U.S. Bank Mortgage••4218
Linked Jan 13, 2023
$340,318
Ally Bank Credit card••4552
Linked May 4, 2024
$4,211
Wells Fargo Auto loan••5839
Linked Jul 2, 2023
$0

Signal timeline (6)

Debt PayoffNov 14New
Freya Ingram paid off their auto loan
Retirement GapNov 7Sent to CRM
Freya Ingram is on pace to miss about $533 of employer match this year
Income ChangeAug 5Sent to CRM
Freya Ingram has a new recurring deposit of $5,650 from Board fees: regional bank
Net Worth DropDec 31, 2025Sent to CRM
Freya Ingram's net worth is down 11% in 30 days
Convertible Held AwaySep 15, 2025Dismissed
Freya Ingram linked a new Merrill IRA account with $270.2K
Net Worth SpikeJul 16, 2025Reviewed
Freya Ingram's net worth is up 23% in 90 days