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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

Nora Brennan

UHNWAge 40-49Denver, COModerate riskWorks at NetflixAdvisor Elena Brandt

Net worth

$19.4M

assets minus liabilities

Assets

$20.9M

7 accounts

Liabilities

$1.4M

3 accounts

Take-home pay

$1.1M

last 12 months

Held with your firm 26%Held away 74%

$5,494,529$15,394,347

Balance history

HeldHeld awayNet worth

Linked accounts (7)

$20,888,876

John Hancock 401(k)••3752
Linked Jun 14, 2022
Away$10,137,992
Charles Schwab Money market••7929
Linked Sep 13, 2023
Away$3,475,038
Your Firm Brokerage••4554
Linked Mar 18, 2023
Held$2,442,195
Your Firm Trust••2740
Linked Jun 29, 2022
Held$2,034,890
Ally Bank Savings••4282
Linked Dec 17, 2023
Away$1,606,580
Your Firm IRA••8655
Linked Jan 7, 2024
Held$1,017,445
Ally Bank Checking••1800
Linked Feb 25, 2024
Away$174,738

Liabilities (3)

$1,438,990

Bank of America Mortgage••8194
Linked Jun 28, 2023
$1,365,196
Ally Bank Credit card••3160
Linked Sep 4, 2023
$73,794
U.S. Bank Auto loan••4623
Linked Jun 18, 2023
$0

Signal timeline (2)

Debt PayoffNov 13New
Nora Brennan paid off their auto loan
Spending ShiftOct 29Reviewed
Nora Brennan's shopping spending is up 50% over the last 3 months