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Best wealth trackers for trusts and companies

Checked on August 20, 2026

Short answer

Almost nothing on the market treats money inside a trust or a company differently from money in your pocket, which is the difference that changes the answer. WealthScout puts an owner on every asset and models the tax of getting money out of that owner. Kubera Black adds ownership tags without the tax. Everything else here treats a balance as a balance.

This is the narrowest of the categories and the one with the fewest real entries. Most wealth tools were built around an account, then had a household drawn around it, so the question of who legally owns an asset never came up.

It matters because it changes the number. Money held in a company is not money you can spend, and finding out what it costs to move it into your hands is often the difference between a retirement date that holds and one that does not.

The options, ranked by fit

  1. 1

    WealthScout

    $99 a year USDchecked August 20, 2026

    The pick for: Households whose assets sit across people, trusts, companies and retirement structures, and who need the tax of extraction counted.

    Records shares, property, cash, debt, retirement accounts, income and spending against the owner of each asset, then projects their value over time, calculating tax on returns while assets are held and again when money is paid out to a person.

    Strong at

    • Share and crypto prices update automatically, so your net worth reflects current market values without a bank connection.
    • An owner on every asset, including trusts, companies and retirement structures.
    • Projections use the figures you already track, so you do not retype them.
    • Thirteen countries with local tax treatment.
    • Reports and projections use the same dated figures, so they cannot disagree.

    Where it stops

    • No bank or broker connections. Broker files are imported and checked before they post.
    • No tax returns and no jurisdiction tax reports.
    • Opens to the public country by country.
    WealthScout pricing
  2. 2

    Kubera

    $250 a year USDchecked August 20, 2026

    The pick for: Anyone whose priority is breadth of asset coverage and live links, and who is content to tag ownership rather than model its tax.

    Broad asset coverage and multi-currency net worth, kept current by links to banks, brokers and crypto accounts.

    Strong at

    • Very wide asset coverage, including hard to price items.
    • Account links in many countries.
    • A beneficiary handover tool.

    Where it stops

    • It records a balance without recording who owns the asset.
    • It cannot project your net worth into the future.
    • No budgeting, and no free plan.
    Kubera pricingKubera vs WealthScout
  3. 3

    CompiledSanity

    $7 once USDchecked August 20, 2026

    The pick for: People who want to build the entity logic themselves and own the file.

    A comprehensive personal wealth spreadsheet covering net worth, property, shares, debt and retirement, bought once and owned.

    Strong at

    • Bought once, owned forever, updates included.
    • Every formula is open to change.
    • Covers a lot of ground for a few dollars.

    Where it stops

    • A sheet of formulas cannot hold multiple entities and their tax.
    • Rules change every year and the sheet does not.
    • You maintain it.
    AUD $10 once, converted on August 19, 2026CompiledSanity pricingCompiledSanity vs WealthScout
  4. 4

    ProjectionLab

    $129 a year USDchecked August 20, 2026

    Best for: Planners who want the widest range of forecast tests and will type the figures in.

    A dedicated planning tool with deep scenario work, Monte Carlo and past market runs, and a clear interface for building a retirement plan.

    Strong at

    • The broadest set of plan tests of anything here.
    • Strong scenario comparison and charting.
    • Detailed personal tax modelling inside the plan.

    Where it stops

    • Every value is entered and maintained by hand, so the plan becomes out of date between updates.
    • It keeps no ledger of trades, property costs or debt.
    • It does not model an entity's own tax or what extraction costs.
    ProjectionLab pricingProjectionLab vs WealthScout
  5. 5

    Finary

    $64 a year USDchecked August 20, 2026

    Best for: European investors who want linked accounts and a clean total.

    Linked accounts and a well-made net worth view, strongest in Europe.

    Strong at

    • Strong account connection coverage in Europe.
    • A clear, well-designed net worth view.
    • A usable free plan.

    Where it stops

    • Absent on ownership and on entities.
    • No real forecasting.
    • Coverage thins outside Europe.
    EUR 54.99 a year, converted on August 19, 2026Finary pricingFinary vs WealthScout
  6. 6

    PocketSmith

    $85 a year USDchecked August 20, 2026

    Best for: People who want to forecast the bank balance week by week.

    Cash, budgets and cashflow forecasting driven by bank feeds.

    Strong at

    • Genuinely good cashflow forecasting.
    • Bank feeds in several countries.
    • Budgets and categories done properly.

    Where it stops

    • Cashflow forecasting is not balance sheet projection.
    • No ownership model and no extraction tax.
    • Investments are shallow next to a real portfolio tool.
    AUD $9.99 a month, billed annually, converted on August 19, 2026PocketSmith plansPocketSmith vs WealthScout

Questions people ask

Which tool models tax on money taken out of a trust or company?
WealthScout. It models tax while assets sit with their owner and again when value reaches a person, and sizes a withdrawal to deliver the net amount actually needed. None of the others on this page do this.
Is Kubera Black worth it for multi-entity wealth?
It adds ownership tags and nested portfolios at $2,500 a year. If what you want is a very broad, current balance sheet with ownership labelled, it does that. It does not forecast, and it does not model entity tax.
Can a spreadsheet handle this?
For a while. The limit is that entity tax rules and thresholds change every year across every country you hold assets in, and a sheet of formulas does not change with them.

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Sources for this page

WealthScout wrote this page on August 20, 2026from each product’s own public pricing and feature pages. Prices are shown in US dollars, converted where the product charges in another currency. Products change what they charge and what they do. WealthScout has no link to any product named here, and product names belong to their owners.