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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

Mateo Osei

Mass AffluentAge 40-49San Diego, CAModerate riskWorks at Delta Air LinesAdvisor Dana Whitfield

Net worth

$311.2K

assets minus liabilities

Assets

$630.1K

6 accounts

Liabilities

$318.8K

3 accounts

Take-home pay

$86.7K

last 12 months

Held with your firm 52%Held away 48%

$330,357$299,714

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$630,071

Ascensus 401(k)••7547
Linked Mar 30, 2024
Away$244,183
Your Firm Brokerage••2863
Linked Mar 11, 2023
Held$218,435
Your Firm IRA••8532
Linked Nov 10, 2023
Held$111,923
Wells Fargo Savings••1841
Linked Jul 26, 2022
Away$41,335
Wells Fargo Checking••3432
Linked Sep 11, 2024
Away$13,122
Empower 401(k)••6245
Linked Oct 31
Away$1,074

Liabilities (3)

$318,837

Citibank Mortgage••6746
Linked Dec 14, 2023
$310,237
U.S. Bank Auto loan••4317
Linked Aug 28, 2022
$5,725
Wells Fargo Credit card••5883
Linked Jun 28, 2023
$2,875

Signal timeline (1)

Employer ChangeNov 14New
Mateo Osei moved from Salesforce to Delta Air Lines, pay up 13%