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Digital wealth management

Know exactly where your money is headed.

Fathom pairs a human advisor with a live, data-driven view of your entire portfolio — so you always know your number, not just your balance.

Portfolio value
$482,110↑ 14.2%
202120222023202420252026
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The problem

Most people can tell you their salary. Almost no one can tell you their net worth trajectory — or what a decade of small decisions is quietly compounding into.

The process

Four pages of the ledger, opened one at a time.

01
Onboarding

Tell us where you stand.

Link accounts or enter balances manually. Fathom builds a single, honest snapshot of everything you own and owe — no rounding, no hiding fees in the fine print.

02
Strategy

Meet your advisor.

A licensed human, not a chatbot, reviews your goals and risk tolerance, then proposes an allocation you can actually understand and question.

03
Automation

Let compounding work.

Contributions, rebalancing, and tax-loss harvesting run quietly in the background, tuned to the plan your advisor built with you.

04
Clarity

Watch your number grow.

One live figure — your projected net worth — updates as your life and markets change, so you always know where you're headed.

The signature tool

Find your number.

Drag the sliders. Watch two decades of compounding draw itself in real time.

Projected value in 20 years
$0
$0
You contribute
$0
Growth earned

Illustrative only, based on your inputs and a fixed 20-year horizon compounded monthly. Not a guarantee of future performance — actual returns will vary and investing involves risk, including loss of principal.

Numbers, not adjectives.

Illustrative figures for a fictional wealth platform. These are design examples, not actual client outcomes.

11.4%
Avg. annual return, 5yr
0.31%
All-in advisory fee
14200+
Households managed
97%
Client retention, 3yr

Fathom vs. category average

Sample comparison chart for this interface concept; no real portfolio performance is represented.

Portrait of a Fathom senior wealth advisor

Behind the algorithm

A person picks up the phone.

Every Fathom client is paired with a CFP®-certified advisor who knows their plan by name, not by ticket number. The software handles the arithmetic. The advisor handles you.

"Clients don't need more dashboards. They need someone who'll tell them the truth about their plan and pick up the phone when markets get scary." — Marisol Chen, Head of Advisory, Fathom

In their words

Trusted with the number that matters.

"I finally have one number I trust instead of six spreadsheets that never agree with each other."

Priya R.Client since 2022

"My advisor talked me out of panic-selling in a rough quarter. That call alone paid for years of fees."

David O.Client since 2021

"The projection tool is the first thing that's made compounding feel real instead of theoretical."

Ana M.Client since 2023

"Fees are actually lower than my old robo-advisor, and I get a human who returns emails same day."

Jonathan K.Client since 2020

"Onboarding took nine minutes. My old advisor took three meetings just to open an account."

Lena W.Client since 2024

Example trust badges · concept only

SEC Registered RIA
SIPC Insured up to $500k
256-bit Encryption
CFP® Certified Advisors

Your plan starts here

$0

That's what steady, unglamorous compounding could look like for you. See the real version, free.

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Illustrative finance concept — no advisory services are offered here. Or email us directly at contact@parksoju.site

INTERACTIVE CONCEPT

See the idea. Make it yours.

This is a website design demo by ParkSoju. Sample brands, figures, testimonials and offers are illustrative. Accounts, payments and live bookings are not connected.

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