Simplify your finances.
Amplify your future.
Your money, upgraded for the world you live in.
Most financial advice wasn’t built for people like you.
If you work in tech or startups, you already know—your equity, career, and life don’t follow the old playbook.
We get that. Our founder came from tech, not Wall Street, so we built We Financial for people who think differently.
Prefer to manage your own investments? Great. Want us to take the lead? We do that too. You can start with just a few hours of hourly financial planning—no pressure, no commitment.
We also offer thoughtful strategies to help diversify large positions in a single stock—designed specifically for equity-heavy portfolios.
It’s not just about money—it’s about clarity, freedom, and having advice that actually fits your life.
Financial advice for builders, believers, and bold thinkers.
We don’t just manage money—we translate your tech-driven life into smart, personalized financial strategies.
From equity compensation to early retirement, from mindful investing to making a bigger impact, we’ve got your back.
What we help with:
- Equity comp planning (RSUs, ISOs, ESPPs—you name it)
- Early-stage exit or IPO gameplans
- Investment strategies aligned with your values
- International tax optimization (yes, we’ve got expats covered too)
- Debt and savings strategy for high-performance earners
- AI-smart budget creation that actually sticks
We’re not suits.
We’re your financial co-pilot.
WE Financial isn’t just another advisory firm. We’re a collective of advisors, tech nerds, and creative thinkers who left the status quo behind.
We understand your world—because we come from it.
What makes us different:
- Built for tech pros, founders, and remote workers
- Based in the U.S., fluent in global complexity
- Holistic + human-first financial guidance
- No stuffy offices. Just real talk and smart strategy.
- Powered by technology, grounded in empathy
We teach, not preach.
Forget confusing jargon or condescending advice. We break things down so you actually understand your money—and feel confident making big (and small) decisions.
Zero commissions. Zero BS.
We don’t sell products. We don’t earn kickbacks. Our only incentive? Doing what’s best for you. Full stop.
Advice that gets your life.
Whether you just moved to the U.S., you’re on your second startup, or you’re planning a global pivot—our guidance meets you exactly where you are.
We invest in the world you believe in.
Your money shouldn’t go against your values. We prioritize impact-driven, sustainable investments so you can grow wealth and do good at the same time.
Your goals. Your values. No hidden agenda.
No product pushing. No commissions.
Just real, unbiased advice.