Too complex for the apps · Too small for the desks

The family office,
compiled to software.

The ultra-wealthy get a staffed office: reconciled books, tax counsel, scenario planning, private access. Everyone else gets an app that syncs a balance. Truary compiles the office into software — for the three million families who earned the complexity but not the staff.

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Private preview
Now onboarding ten founding households

Reconciliation-first — by design Every account tied to a source statement Every transaction reconciled, not assumed Duplicate charges caught before they compound 0 numbers on faith

The ultra-wealthy never had better instincts. They had better machinery.

What their office runs for them, Truary runs for you.

Concentration Exchange funds, collars, glide paths — designed by their desk. The same menu, priced against your lots and your constraints.
Tax strategy CPA and counsel model lots, recapture, and safe harbor year-round. Your engines run nightly, on your actual basis.
Scenario planning A CIO models exits, acquisitions, and entity changes with funding sources. The Strategy Studio composes yours — every move names where the money comes from.
Books Staff reconcile every account to statements. Truary does — and shows its work on every number.

The methods were never secret. The machinery was. Request an invitation and bring your statements.