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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

Esme Fontaine

Mass AffluentAge 50-59Seattle, WAModerate riskWorks at Delta Air LinesAdvisor Dana Whitfield

Net worth

$1.3M

assets minus liabilities

Assets

$1.5M

8 accounts

Liabilities

$218.7K

2 accounts

Take-home pay

$85.6K

last 12 months

Held with your firm 23%Held away 77%

$355,998$1,165,900

Balance history

HeldHeld awayNet worth

Linked accounts (8)

$1,521,897

John Hancock 401(k)••8532
Linked Dec 21, 2023
Away$457,342
Coinbase Crypto••7655
Linked Jun 21, 2024
Away$384,066
E*TRADE IRA••5208
Linked Nov 25, 2023
Away$264,905
Your Firm Brokerage••4243
Linked Mar 29, 2023
Held$205,108
Your Firm IRA••9501
Linked Jan 22, 2024
Held$150,890
Bank of America Savings••8809
Linked Jan 25, 2024
Away$48,630
U.S. Bank Checking••4470
Linked Dec 3, 2022
Away$9,863
Empower 401(k)••7561
Linked Oct 10
Away$1,093

Liabilities (2)

$218,736

Capital One Mortgage••5699
Linked Jul 22, 2023
$215,061
U.S. Bank Credit card••5354
Linked Jan 10, 2023
$3,675

Signal timeline (2)

Crypto ActivityNov 10Sent to CRM
Esme Fontaine bought $92.2K of Ethereum
Employer ChangeOct 24Reviewed
Esme Fontaine moved from Target to Delta Air Lines, pay up 13%