Formation Money is the best-in-class personal finance dashboard for self-directed high-net-worth households — people who'd rather manage their own money than hand it to a wealth manager. Its AI, AURA, turns a complex financial life across many custodians and entities (trusts, LLCs, equity comp, K-1s, multi-state tax) into one clear, cited picture you can act on yourself. Education-only — it never gives personalized advice or moves your money.
