Institutional Wealth Intelligence for Modern Portfolios
MELD consolidates your equities, crypto, and alternative assets into one real-time dashboard, delivering clarity without the spreadsheet clutter.
- Institutional-grade data
- Unified asset tracking
- Real-time risk analysis
Zero-latency sync with 12,000+ financial institutions and crypto liquidity venues.
MELD interfaces directly with verified banking networks and institutional custodians via read-only, end-to-end encrypted protocols.
SnapTrade
Equities & Options
Real-time holdings aggregation, automated trade settlement feeds, and unified balance streaming.
Plaid
Banking & Brokerages
Direct investment account parsing with tokenized credentials and sub-second asset reconciliation.
MX
Institutional Wealth
Cleansed transaction feeds, automatic corporate action handling, and high-precision asset categorization.
Finicity
Retirement & 401(k)
Institutional pensions, vested stock plans, and employer-sponsored 401(k) portfolio synchronizations.
Coinbase Prime
Digital Assets
Institutional spot execution data, cold storage verifications, and cross-venue liquidity feeds.
Binance
Global Liquidity
High-frequency balance tracking, cross-currency pairs normalization, and automated FX conversion.
Strict Read-Only Enforcement Protocol
Zero money-movement permissions. Tokenized cryptographic handshakes backed by AES-256 bit encryption at rest and TLS 1.3 in transit.
Zero-latency valuation infrastructure
Eliminate spreadsheet lag. Meld processes high-frequency feeds, foreign exchange rates, and multi-asset lots to keep your total portfolio synchronized within a single millisecond.
Sub-millisecond valuation feeds
Stream tick-level pricing across global exchanges and crypto liquidity pools without layout shift or dropped ticks.
Automated multi-currency FX engine
Convert cross-border equities and foreign cash into your selected base reporting currency in real time.
Cross-platform portfolio normalization
Reconcile disparate brokerage lots, transaction timestamps, and corporate actions into a unified schema.
1{2 "portfolio_id": "port_94827f2a",3 "base_currency": "USD",4 "total_net_worth": 1428950.40,5 "day_delta_usd": 14820.50,6 "day_delta_pct": 1.05,7 "telemetry": {8 "engine_latency_ms": 0.42,9 "active_nodes": 4,10 "feed_status": "SYNCHRONIZED"11 },12 "positions": [13 {14 "symbol": "NVDA",15 "allocation_pct": 18.4,16 "unrealized_gain_usd": 42100.0017 },18 {19 "symbol": "BTC/USD",20 "allocation_pct": 12.1,21 "unrealized_gain_usd": 18900.2022 }23 ]24}Unified Intelligence. Institutional Scale.
MELD aggregates your entire financial life into one synchronized feed, delivering real-time portfolio insights without the complexity of spreadsheets.
Real-time data ingestion across all linked brokerage and crypto accounts.
Institutional-grade connectivity for equities, crypto, and alternatives.
Aggregated portfolio value protected by AES-256 encryption standards.
Comprehensive coverage of global brokerages, banks, and digital wallets.
Unified Feed
Consolidated multi-asset data streams
Bank-Grade Security
SOC 2 and GLBA compliant architecture
Instant Sync
Forced background webhook updates
A direct pipeline from institutional desks to your screen.
Every connection is read-only and tokenized at ingestion. Your credentials never touch our servers, and trading execution is physically disabled at the protocol layer.
Zero Custodial Footprint & Scope Guarantees
Cryptographically enforced read-only pipelines with immutable audit logs.
Institutional intelligence replaces manual spreadsheet drag
Consolidate your multi-brokerage holdings, detect hidden ETF overlaps, and stream live yield telemetry without fragile formulas.
Architecture, telemetry, and portfolio analysis metrics
Ready to replace disconnected files with one synchronized ledger?
Connect your first brokerage account in under two minutes with tokenized read-only access.
Engineered for high-conviction portfolio intelligence.
Discover how multi-asset allocators and syndicate leads streamline operations with zero-latency portfolio telemetry.
Marcus Vance
Managing Partner, Aethelgard Capital
“Consolidating 14 distinct custodial accounts, private syndicate stakes, and liquid crypto into a unified real-time telemetry stream cut our daily reporting overhead from four hours to instant oversight.”
Elena Rostova
Chief Investment Officer, Vanguardia Family Office
“The concentration risk detector flagged an unintentional 22% exposure to single-name tech across three separate index ETFs. That alone prevented severe drawdown during the Q3 correction.”
Devon Chen
Principal & Angel Syndicate Lead, Apex Syndicate
“Zero-latency read-only syncs with biometric verification gave our LP advisory board complete confidence. It delivers sovereign-grade transparency without spreadsheets or custodial compromise.”
Institutional security by design
Read-only protocols, SOC2 Type II certified, AES-256 encryption at rest and in transit.
Consolidate Your Entire Portfolio Into One View
Eliminate fragmentation. MELD aggregates your equities, crypto, retirement, and cash into a single, real-time dashboard for institutional-grade portfolio intelligence.
Unified View
All assets in one feed.
Read-Only Security
Zero risk to capital.
Real-Time Data
Live market telemetry.