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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 Quintero

Mass AffluentAge 40-49Chicago, ILGrowth riskWorks at SalesforceAdvisor Sam Kowalczyk

Net worth

$911.5K

assets minus liabilities

Assets

$1.2M

8 accounts

Liabilities

$254.6K

3 accounts

Take-home pay

$164.1K

last 12 months

Held with your firm 53%Held away 47%

$620,347$545,750

Balance history

HeldHeld awayNet worth

Linked accounts (8)

$1,166,097

Your Firm Brokerage••3624
Linked Jul 5, 2023
Held$620,347
Voya 401(k)••4429
Linked Aug 15, 2024
Away$186,623
Charles Schwab Brokerage••4504
Linked Jan 10, 2024
Away$146,762
JPMorgan Chase Savings••9167
Linked Oct 12, 2024
Away$115,661
Edward Jones 529 plan••6688
Linked Jan 26, 2024
Away$34,852
Voya HSA••1622
Linked Apr 4, 2024
Away$30,997
JPMorgan Chase Checking••1227
Linked Sep 1, 2023
Away$28,996
Principal 401(k)••4984
Linked Oct 28
Away$1,859

Liabilities (3)

$254,632

Capital One Mortgage••7800
Linked Nov 25, 2022
$238,792
JPMorgan Chase Credit card••4211
Linked Sep 13, 2022
$7,999
Citibank Auto loan••5504
Linked Nov 8, 2023
$7,841

Signal timeline (1)

Employer ChangeNov 14New
Mateo Quintero moved from Pfizer to Salesforce, pay up 24%