Opening your financial home...
A unified platform for your complete financial life —
and the professionals who help you manage it.
Human expertise. Digital delivery. Both.
One picture. Always current. Built for the way you actually live.
The frame
The industry doesn't have a planning problem.
It has an architecture problem.
Built for practitioners.
By practitioners.
Aligned from day one.
Not bolted on later.
A practice.
Not a plan. Not a tool.
Who this is for
For breakaways & independents
Human expertise and digital delivery, wired together. Aligned incentives, and a standard that scales with you.
Schedule a demoFor business owners
Complete business and personal insurance coverage review and placement — powered by 02m Risk.
Review your coverageYour clients access their financial picture through Grounded Wealth — the client-facing side of the platform.
Visit Grounded WealthShared Trust
Nothing else needed.
Not built on one advisor.
Not dependent on one relationship.
Built to last.
What matters.
Shared Trust
Get started
Schedule a conversation to see how Grounded One can work for your practice.
Schedule a demoYou don't need another tool.
You don't need another vendor.
You need a practice.
Build the practice. Carry the standard.