Visualize Your Wealth.
Organize Your Legacy.
The only platform that turns family wealth complexity into clarity. See your complete ownership structure, centralize documents, and keep your family and advisors in sync.
The Problem with Family Wealth Today
The wealthier the family, the harder it is to keep track of everything. Sound familiar?
Scattered Documentation
Formation docs, tax returns, trust agreements spread across file servers, email, and filing cabinets. Nothing in one place.
Invisible Relationships
Complex ownership chains buried in spreadsheets. Who owns what, through which entity? Nobody has the full picture.
No Single Source of Truth
Advisors, family members, and trustees all working from different versions of the facts. Costly mistakes follow.
MT Roots Brings It All Together
One platform to map, manage, and protect your family's wealth structure.
Interactive Wealth Map
Visualize your complete ownership structure as an interactive graph. Color-coded by entity type, zoomable, explorable.
Entity Management
Trusts, LLCs, holding companies, real estate, brokerage accounts -- all organized hierarchically with jurisdiction, EIN, and status tracking.
Document Vault
Upload and categorize formation papers, tax returns, insurance policies, agreements. Secure storage with signed access links.
Governance Tracking
Assign tasks tied to specific entities. Track annual reviews, filing deadlines, trustee approvals.
Team Collaboration
Multi-user access with role-based security. Owners, admins, and members each see what they need.
Built for Privacy
Multi-tenant isolation, row-level database security, self-hosted option. Your data stays yours.
From Desktop to Every Device
MT Roots starts as a powerful desktop application built for the complexity of family wealth. Web and mobile clients are on the roadmap -- so your family and advisors can access what they need, wherever they are.
Desktop
Available NowWeb
Coming SoonMobile
Coming SoonBuilt for Those Who Build Wealth
MT Roots serves the people who manage complex wealth structures every day.
Family Offices
Manage multi-generational structures, coordinate trustees, and maintain compliance across dozens of entities.
Financial Advisors
Give clients a clear view of their wealth architecture. Collaborate on governance without sharing spreadsheets.
High-Net-Worth Families
Finally understand your own wealth structure. Track what matters. Keep your family aligned.
11
Entity Types Supported
25MB
Document Storage per File
Bank-Grade
Security
Multi
Platform Roadmap
Get Early Access
MT Roots is currently in private beta. Join the waitlist for early access and product updates.