Ascend
Get it on the App Store App Store
Net worth, not budgeting · Made for iPhone

Ascend shows what you are worth. Not what you spent on coffee.

Bring brokerage accounts, manually entered bank and retirement balances, property, debt, and self-custody crypto into one private dashboard on your iPhone. Then see what changed, what deserves attention, and what your choices could mean next.

Read-only where connected No crypto keys Your data is never sold
Sample portfolio Nothing here is real
Ascend $579,820
Net worth $579,820 ▲ $12,820 · 2.3% past 30 days
Assets$967,8205 accounts
Liabilities$388,0001 account

Allocation

Real Estate$610,000 · 63%
Brokerage$184,320 · 19%
Retirement$97,450 · 10%
Crypto$63,210 · 7%
What changedSince yesterday

Fidelity +$650 · Main Wallet −$320

🎉 All-time high

Trend

17 observations
$0A useful Free tier
11Supported crypto networks
15Free Ask Ascend messages / month
0Private keys ever needed

Watch Ascend

A clearer picture.
In under a minute.

Take a quick tour of the iPhone app, then see the idea that started it all.

The product · 53 seconds

See Ascend in action.

Your net worth, your holdings, and the context in your daily briefings.

Watch the demo on YouTube

Videos show a fictional sample portfolio. Some features require a Pro subscription. Login required.

The full picture

One calm home for a complicated financial life.

Connect eligible brokerages with Pro, add bank and unsupported retirement balances manually, and read supported crypto wallets by public address on either tier.

01

Automatic brokerage sync with Pro

Pro connects eligible brokerage accounts through SnapTrade. Check the in-app institution list for current coverage; support varies by institution and account type. Connections are read-only. Ascend does not see your brokerage password and cannot trade or move money.

Pro · automatic
02

Everything else still counts

Add bank balances, unsupported retirement accounts, cash, debts, and private assets manually on either tier. Track property with an FHFA index-based estimate or your own value. An estimate is not an appraisal; review it when your circumstances change.

Free · manual
03

Crypto without custody

Paste a public wallet address. Ascend reads supported on-chain balances without an exchange login, seed phrase, or private key. Coverage varies by network and protocol.

Free · keyless

Briefings

Know what deserves attention. Skip the rest.

Ascend turns a noisy market into a short, portfolio-aware workspace. Facts stay distinct from analysis, and ideas on your Pro Watchlist—up to 10 stocks you don’t own—stay out of your net-worth math.

Ascend Context for what you own
Today Calendar Watchlist Pro Reports
Your daily brief

What deserves attention

Aug 12
13Aug
Earnings · after close

Microsoft reports tomorrow

A confirmed date tied to a portfolio holding.

Owned
14Aug
Dividend · ex-date

Apple dividend approaching

Amount and timing, without a generated narrative.

Fact
✓Now
Verified outcome

Guidance updated after results

What the company said, linked back to primary evidence.

New
Today

A short list, not another feed.

Owned positions lead. The surface stays intentionally bounded so “important” keeps its meaning.

Calendar

Your stock calendar, next 90 days.

Sourced earnings, dividends, and catalysts for holdings and, with Pro, your Watchlist—with visible provenance and honest empty states.

Reports

Depth when you want it.

Weekly Rundown, stock research, X Signal, podcast summaries, and Month in review in one library you can browse and revisit.

Ask Ascend

Ask questions about your money. Get answers grounded in your dashboard.

Ask Ascend can explain changes, concentration, performance, and planning inputs using the data available in your account. It is read-only: it cannot trade, transfer, rebalance, or modify anything.

  • ✓15 questions a month on Free
  • ✓Unlimited messages on the smarter model with Pro
  • ✓Pro decision tools for projection, tax, and performance questions

AI output can be incomplete or wrong. Informational only—not financial, investment, legal, or tax advice.

✦
Ask AscendRead-only portfolio copilot
15 left
What changed in my net worth this month?
✦

Your net worth increased $12,820 this month.

  1. Brokerage: +$9,480, led by MSFT and NVDA.
  2. Home equity: +$3,100 from your latest estimate.
  3. Crypto: −$1,240, mostly ETH.
Based on the accounts and snapshots available in Ascend.
Where am I concentrated?Am I beating the market?
Ask about your portfolio…↑

Investing + Plan

Look backward honestly. Look forward with humility.

Deposits can flatter a portfolio and forecasts can imply too much certainty. Ascend labels the assumptions and separates measured performance from illustrative planning.

Time-weighted return

Your return vs. the market

Pro
Your portfolio+18.4%
S&P 500+14.1%
+4.3 pts
Your portfolioS&P 500
Retirement outlook

Chance it lasts to 95

78%
500 market scenarios1 scenario free
Adjust accounts One-time goals Compare scenarios Pro Taxes & Roth Pro
How you compare78th percentileFor U.S. households ages 40–44
25thMedian75thTop

Estimated from the Federal Reserve’s 2022 Survey of Consumer Finances. A rough benchmark for context—not a ranking, target, or prediction.

Trust & Security

Your money stays where it is. Your data stays yours.

Ascend is an information layer, not a money-moving app. Its access is deliberately narrow, its claims are qualified, and its controls are meant to be understood—not buried.

Read the full security model
01

Read-only by design

Supported connections provide account data only. Ascend cannot trade, transfer, or move money.

02

No crypto keys

Wallet tracking uses public addresses. Ascend never asks for a seed phrase or private key.

03

Protected access data

Sensitive financial records are encrypted at rest, with encryption keys protected separately. iPhone sign-in tokens use secure device storage.

04

Controls that belong to you

Use an optional device lock where supported, export your data, disconnect sources, or delete the account.

05

Never sold

Your financial data is used to provide Ascend. It is not sold to advertisers or data brokers.

Simple pricing

Start free. Upgrade for automation and deeper intelligence.

Manual accounts and keyless crypto stay useful on Free. Pro adds automatic brokerage sync, portfolio reports, stock research, and deeper planning.

FreeThe whole number
$0
  • ✓Manual accounts, assets, debts, real estate, and retirement balances
  • ✓Up to 50 keyless crypto wallets across supported networks
  • ✓Net-worth history and basic retirement projection
  • ✓One saved Plan scenario
  • ✓15 Ask Ascend messages per month
  • ✓One free Weekly Rundown taste
  • —Automatic brokerage sync is not included
Get it on the App Store
Complete Ascend
ProAutomation + intelligence
$12.99/mo

$99/year · save 36%

  • ✓Automatic brokerage sync through SnapTrade
  • ✓Unlimited Ask Ascend messages on the smarter model
  • ✓Returns vs. the market and per-holding attribution
  • ✓Weekly Rundown, X Signal, and podcast summaries
  • ✓Up to 30 stock research generations per month
  • ✓10-stock Watchlist with dates and briefings
  • ✓Save up to 20 Plan scenarios, compare, and model taxes and Roth conversions
Get it on the App Store

U.S. reference pricing. Your local App Store price and any eligible introductory offers are shown in the app before purchase. AI features are subject to availability and usage safeguards.

Straight answers

Questions worth asking before you trust a finance app.

Explore the iPhone app features on this page, or email hello@ascendwealth.app.

What connects automatically?

Automatic brokerage sync through SnapTrade requires Pro. Check the connection picker for eligible institutions and account types. Bank balances and unsupported retirement accounts are entered manually on both tiers. Public-address crypto tracking is included on Free.

Which crypto networks are supported?

Ascend currently supports 11 networks: Bitcoin, Ethereum, Arbitrum, Robinhood Chain, Optimism, Base, Polygon, BNB Chain, Avalanche, Solana, and Hypercore. Coverage depth varies. BNB Chain uses a curated token list, and some DeFi or long-tail positions may not be valued.

Does Ascend need my wallet keys?

No. Wallet tracking uses public addresses only. Ascend never asks for a seed phrase, private key, or exchange API key, and it cannot sign a transaction or move crypto.

What can Ask Ascend do?

It can explain the data available in your dashboard, answer portfolio questions, and—on Pro—use decision tools for planning and performance. It cannot trade, transfer, rebalance, or change account data. Its output is informational and may be incomplete or wrong.

What happens if I cancel Pro?

Canceling stops renewal; Pro remains available until your paid access ends. When your account returns to Free, automatic brokerage sync and other paid features stop. Your last-synced data, manual accounts, and history remain available, and you can still unlink retained connections. Manage an App Store subscription in your Apple subscription settings.

When and where can I download Ascend?

Ascend is available on the App Store for iPhone. Create your account and sign in through the app. Ascend does not offer a browser or Android app; this website is a product guide with illustrative data.

Your whole picture

Your whole net worth. On iPhone.

Available on the App Store. Create your account and sign in through the iPhone app.

Get it on the App Store Explore the iPhone app