About EptaWealth
We are a London-based startup solving a problem that every investor faces but few tools address: knowing how your wealth is actually performing across everything you own.
Why We Exist
We built EptaWealth because we could not find a single tool that answered a simple question: how am I actually doing?
Every portfolio tracker we tried showed us current values and percentage changes. None of them accounted for the money we had deposited, withdrawn, or received as income. The numbers looked right but told the wrong story. A portfolio showing a 15% gain might actually be a 35% gain once you factor in the dividends received and the cash withdrawn along the way. Or it might be a 5% gain because most of the "growth" was just new money deposited.
Worse, no tool tracked everything. Stock trackers ignored our savings accounts. Crypto apps could not handle our stocks. Nobody tracked precious metals or real estate alongside the rest. We were left with five different apps, five different methodologies, and no way to compare performance across our entire wealth.
So we built the tool we wanted to use ourselves.
What We Do
EptaWealth tracks capital flows — every dollar, pound, euro, or yen that moves in and out of your investments. Every purchase is an inflow. Every sale is an outflow. Every dividend, interest payment, and staking reward is income. This consistent framework applies across every asset class we support.
The result is true return calculations that account for the full reality of how you invest — not just a snapshot of what your holdings happen to be worth today. We call our core metrics Epta Value and Epta Gain: the total lifetime value extracted from each investment and your overall portfolio profit after accounting for every flow.
We currently support five asset classes — stocks, cryptocurrency, fiat and savings, precious metals, and real estate — with an "Other" category coming soon for everything else: art, wine, watches, collectibles, classic cars, memorabilia. If it has value, you should be able to track it.
Our Mission
Give every investor clarity on their true wealth performance so they can make better decisions with confidence.
Our Approach
Capital flows first. Every transaction is tracked as money moving in, out, or generating income — consistently across every asset class.
Our Belief
You cannot optimise what you cannot see. Complete, accurate tracking is the foundation of smart wealth management.
Why “Epta”?
Epta (ἑπτά) is the Greek word for seven. We chose it deliberately.
In Greek tradition, seven represents completeness and perfection. The ancient world had seven wonders. The Pythagoreans considered seven the "sacred number" — a symbol of wholeness and harmony. It appears across cultures as the number that signifies a complete cycle: seven days in a week, seven notes in a musical scale, seven colours in a rainbow.
For us, seven reflects what we are building: a complete view of your wealth. Not one vertical. Not two or three asset classes. The whole picture. Our platform is designed to track every category of asset that makes up a modern investor's wealth — and the name is a reminder that partial tracking gives you partial answers.
There is also a practical connection. Seven maps closely to the breadth of asset classes we aim to cover: stocks, crypto, savings, precious metals, real estate, and the upcoming "Other" category for alternative assets — with room to grow. The name is a promise of completeness.
The Problem We Solve
Wealth tracking sounds simple. It is not. The complexity comes from three places:
1. Fragmented tools
Your stocks are on one platform, crypto on another, savings at a bank, metals with a dealer, property on a spreadsheet. Each shows performance differently. None gives you the total. You end up making allocation decisions with half the picture.
2. Misleading returns
Most trackers compare current value to purchase price and call it a return. They ignore deposits, withdrawals, dividends, and reinvested income. The number looks right but tells the wrong story. You deserve accurate numbers.
3. No cross-asset comparison
Even if you track everything, comparing a stock return calculated one way with a crypto return calculated another way is meaningless. You need one methodology across all asset classes to make genuine comparisons.
EptaWealth solves all three. One platform, accurate flow-based returns, consistent methodology across every asset you own. We are a small team tackling a complex problem because we believe everyone deserves to understand their true wealth performance — not just the people who can afford a financial advisor.
Join Us on the Journey
We are in beta, building in the open, and looking for investors who want better insight into their wealth. If that sounds like you, we would love to have you.
Join the Beta Waitlist