Every entity, every account, one clear picture
Family wealth spreads across entities, institutions, and generations. era consolidates every bank, brokerage, and card into one connected picture — cleaned, categorised, and watched around the clock — so oversight stops being a quarterly spreadsheet exercise.
Institution-grade oversight, without the institution
era brings the reporting, research, and automation machinery of a large institution to family-scale operations — one data hub, regulated custody, and AI that handles the repetitive work.
All entities, one consolidated view
Connect accounts across every entity through regulated data aggregators and see holdings, cash, and spending in one place — cleaned, categorised, and always current.
Model portfolios, professionally maintained
Curated allocations maintained across risk levels — a disciplined starting point for long-horizon capital.
Research coverage across the portfolio
AI reads market signals and earnings reports and forms investment theories grounded in data — analyst-desk coverage without an analyst desk on payroll.
Custody with a regulated broker
Brokerage and custodial services are provided by Alpaca Securities LLC, a member of FINRA/SIPC — assets sit with a regulated custodian, never with era.
Automations for the busywork
Set rules that run on their own — detect income, categorise spending across entities, trigger transfers, and flag billing anomalies before they become problems.
Permissioned, bank-level security
Data is encrypted, never sold, and never used to train models. Every agent action needs explicit permission, and access can be revoked at any time.
Common questions
Yes. Connect banks, brokerages, and cards across every entity side by side — era keeps them organised whilst showing you the consolidated picture.
Assets in era are held by Alpaca Securities LLC, a member of FINRA/SIPC. era never takes custody of your money.
Yes. Era Financial Advisors LLC is an SEC-registered investment adviser (CRD #334404). Registration doesn't imply a certain level of skill or training, and past performance doesn't guarantee future results.
Never. Your data isn't sold, isn't used for ads, and is never used to train models. Every agent action needs your permission first.
No — era works alongside your existing staff and advisers. It consolidates the data and handles the repetitive monitoring, so the people you trust spend their time on judgement instead of gathering statements.
Bring every entity into one clear picture
Consolidated reporting, regulated custody, and automations that absorb the busywork. Free to start.