HenryFi
INVESTOR DEMO · CONFIDENTIAL247 advisors waitlisted
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HENRY profile:

Our singular focus

We are Credit Karma for the mass affluent — own the wealth intelligence layer for 15M HENRYs, monetize through the advisor & institutional lead gen marketplace. $7.1B exit blueprint. Same playbook. Bigger market.

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Screen 1 of 7 — Client side

You earn $340K. You feel broke. You're not alone.

30 million Americans are in this gap — income above $200K, wealth below where it should be. Every consumer fintech is built for $50K. Every wealth manager wants $5M. HENRYs have neither. We built the first product specifically for the gap.

~13M

US HENRY households

$21T

mass affluent AUM

$285K

avg HENRY income

  • RSU & equity vesting tracker with real-time tax impact
  • Net worth dashboard across all accounts — updated daily
  • Stress Lab: model layoff + market crash scenarios simultaneously
  • HENRY AI with full financial context — not generic chatbot advice
  • Alternative investment readiness score — know when you're ready for VC, then PE, then hedge fund access¹

¹ Qualified purchaser: $5M+ in investments (Investment Company Act §3(c)(7)). Accredited-investor floor (RIA tier): $1M net worth ex-primary residence, or $200K / $300K joint income. Same legal framework applies across VC, PE, and HF; practical net-worth bars differ (top hedge funds typically $25M+ or institutional-only).

Open live dashboard
Senior SWE · San Francisco

Household net worth

$714,200

+$84K this year

Goals

Home down payment68%
RSU tax reserve45%
Emergency fund91%

Alt Investment Readiness Score

7.8/10

Emergency fund ✓ · Debt ratio optimized ✓ · Ready for VC / PE access

HENRY AI

"Your Q3 RSU vest is $180K. Given your 37% marginal rate, I recommend setting aside $67K now and selling 40% to diversify. Want me to model the after-tax scenarios?"

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