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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

Maya Nakamura

HNWAge 60-69Tampa, FLModerate riskWorks at MicrosoftAdvisor Elena Brandt

Net worth

$2.4M

assets minus liabilities

Assets

$3.6M

6 accounts

Liabilities

$1.2M

3 accounts

Take-home pay

$432.4K

last 12 months

Held with your firm 34%Held away 66%

$1,214,451$2,353,085

Balance history

HeldHeld awayNet worth

Linked accounts (6)

$3,567,536

Empower 401(k)••3959
Linked Sep 19, 2022
Away$1,710,495
Your Firm Brokerage••5341
Linked Feb 7, 2023
Held$842,657
Your Firm IRA••8141
Linked Nov 1, 2022
Held$371,794
John Hancock 401(k)••9521
Linked Aug 4
Away$294,148
Wells Fargo Savings••9235
Linked Jul 29, 2023
Away$284,378
Ally Bank Checking••4258
Linked Jun 28, 2023
Away$64,063

Liabilities (3)

$1,158,376

Ally Bank Mortgage••1580
Linked Feb 26, 2023
$1,141,507
Ally Bank Credit card••4795
Linked Jul 2, 2024
$16,868
Citibank Auto loan••8267
Linked Feb 13, 2024
$0

Signal timeline (4)

Debt PayoffNov 14New
Maya Nakamura paid off their auto loan
401(k) RolloverNov 2Reviewed
Maya Nakamura's Nike 401(k) has had no contributions for 90 days
Tax EventMay 20Sent to CRM
Maya Nakamura sold $147.6K of securities, about $90.9K in gains
Net Worth SpikeJul 20, 2025Dismissed
Maya Nakamura's net worth is up 21% in 90 days