One comprehensive view of your entire financial picture. Equities crypto, real estate, PE investments—unified in one private portfolio manager. Get started at:
Joined August 2025
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Spiegel Financial retweeted
$MELI just became the first company IN THE WORLD to record 30 consecutive quarters of 30%+ revenue growth.
X Money is real money.
Payouts. Fees. Withdrawals. Spends.
If it isn’t in your wealth OS, your books are incomplete.
Spiegel imports X Money activity.
Then you categorize every line — same system as bank + card.
First wealth platform to do it end-to-end.
You'll honestly wish you signed up earlier. DM us for more information or walk through.
Importing X Money is step one.
Categorizing it is the unlock:
• revenue vs transfer
• platform fees
• payouts vs personal spend
• tags / entities / reports
Same taxonomy as the rest of your life. Only Spiegel Financial will give you total insight to your entire portfolio and financial goals
DM us for more information or a demo
If you’re getting paid on X — ads, subscriptions, creator revenue — that cash is real wealth.
Most “portfolio apps” stop at brokerages.
We import X Money, categorize it, and put it next to everything else you own and spend.
First to ship it. Because creator + operator balance sheets shouldn’t have a blind spot.
Use the code XMONEY for 50% off your first year.f
@nikitabier @XMoney
Your X Money payouts and spends shouldn’t live in a CSV black hole.
Import → categorize → report.
We’re first. No one else does this for serious wealth tracking. Track your @XMoney account along side all of your other accounts, private & public equities and your entire crypto portfolio.
You'll wish you had signed up earlier.
Use code XMONEY for 50% off your first year.
Rule number one of investing: don't let the market be irrational longer than you can be solvent!!!!
BREAKING: Situational Awareness, the hedge fund of ex-OpenAI employee Leopold Aschenbrenner, is being forced to unwind all public stock positions after steep losses
The fund exited all of their public investments through one trade with another major hedge fund, with prime brokers like BofA, Goldman and JPMorgan working with the fund as it sought to meet margin requirements
Your X Money payouts and spends shouldn’t live in a CSV black hole.
Import → categorize → report.
We’re first. No one else does this for serious wealth tracking. Track your rewards and APY in real time.
You'll wish you had signed up earlier
Use code XMONEY for 50% off
We are the first wealth platform that imports your X Money activity — and lets you categorize every line the same way you categorize bank, card, and brokerage cash.
One ledger. Full picture. Including @XMoney
You’ll wish you had signed up earlier.
Use code XMONEY for 50% off your first year.
Updating Private Equity NAVs feels like a part-time job. Email alert hits, then it's Carta login, 2FA dance, hunt for the statement, download... and then what? Manual entry into your spreadsheet while hoping the valuation sticks.
With Spiegel Financial, those statements flow straight into the portal — automatically updating your full position across the dashboard.
You'll wonder why you waited.
Many HNWI still track AUM in massive Excel files. The hidden cost? One broken formula or manual price update can cascade errors across private holdings, real estate, and alternatives—turning monthly reviews into error hunts.
You’ll wish you had signed up earlier.
"What's my total real estate exposure across all entities?" Most people would need a week and three phone calls to answer that. Our users just ask — and get the answer in seconds. That's Spiegel Financial.
You'll wish you signed up earlier.
Counterintuitive for many family offices: the more diverse your public/private mix, the greater the drag from manual reporting. What feels like 'control' in spreadsheets is often invisible error accumulation.
You'll wish you had signed up sooner.
Every quarter, the same ritual: dig through emails for capital account statements, retype numbers into a spreadsheet, hope you didn't miss a capital call. We ingest your PE statements and keep your positions current — automatically.
You'll wish you signed up earlier.
Brokerage here. Private equity there. Crypto on three exchanges. Real estate in a spreadsheet from 2019. Spiegel Financial pulls it all into one view, updated automatically. Stop being your own back office.
You'll wish you signed up earlier.
From years observing high-net-worth portfolios: the biggest surprise isn't market volatility—it's how overlooked document linkages (cap tables, side letters, LP agreements) create blind spots during secondaries or fundraising.
You need to have a centralized vault for everything finance related.
Your CPA needs the K-1s. Your attorney needs the trust docs. Your brother needs visibility on the family real estate. With Spiegel Financial, you share exactly what each person needs — nothing more. No email attachments, no "can you resend that?"
You'll wish you signed up earlier.
Most HNWI underestimate how private market holdings fragment their view of true net worth. A single venture or PE position might sit siloed for years, with valuations updated sporadically—while public assets move daily. The real edge comes from systems that unify these timelines without manual reconciliation.
Your parents' medical directives, investment deals, property docs, account access — do you know where any of it is? When something happens, you won't have time to go hunting. Get them on Spiegel Financial now, so everything's in one place before you need it.
You'll wish you signed up earlier.
Your brokerage app shows today’s equity moves. It doesn’t show how those moves interact with your private market commitments, real estate valuations, or overall net worth trajectory. Searching for a wealth management tool that aggregates public and private assets into one secure, spouse-friendly portal changes the conversation from fragmented numbers to actionable household intelligence.