Opening your financial home...
Beta — Grounded One is currently in beta and available to founding members. Apply for early access
For CPA Firms
One platform where you and your clients' financial advisors see the same picture. No more email chains. No more PDF attachments. No more “can you send me the updated...”
Grounded One is a unified client experience for the professionals who serve wealthy households — advisors, CPAs, and estate attorneys working from the same live source of truth.
The problem
Your client's financial advisor has one set of numbers. You have another. The estate attorney has a third. Every meeting starts with 15 minutes of reconciliation before any real planning can happen.
The email chains. The PDF attachments. The “I thought we updated that” moments. The spreadsheets that don't quite match. This isn't collaboration — it's coordination theater.
The problem isn't the people. It's the architecture.
The solution
Grounded One gives you a live view of your clients' complete financial picture — the same view their financial advisor sees, the same view their estate attorney sees.
Assets, liabilities, entities, trusts, insurance, tax documents — all connected and current. No more asking for updated statements.
Collaborate with your clients' other professionals in real time. Notes, documents, and planning scenarios — all in one place.
Changes made by the advisor or estate attorney are reflected immediately. No version confusion. No stale data.
What you get
Assets, entities, trusts, insurance policies, estate documents — all organized and accessible. See everything your client owns and owes.
Scenario modeling, estimated payments, entity optimization — built for the way you actually work with high-net-worth clients.
Direct communication with your clients' financial advisor and estate attorney. Notes and decisions stay with the client record.
Tax returns, K-1s, estimates, and planning memos — shared securely with the right parties. No more email attachments.
How it works
When a financial advisor on Grounded Wealth has a shared client, they can invite you to collaborate. You get access to that client's unified view at no cost.
Bring your firm onto Grounded One as a professional partner. Onboard your clients and their advisors. Become the hub of the unified experience.
Get started
Share your email and we'll reach out to discuss how Grounded One can work for your firm.