Your financial life, connected and continuously optimized.
Kensbrook brings banking, investing, tax, and planning into one place, with an intelligence layer trained on the coordination logic of private banking. Supported by people who actually understand your situation.
You earn well. Your money lives across six accounts, three brokerages, a 401k, vested RSUs, and a checking account that pays nothing. Your CPA does taxes once a year. No one is actually coordinating any of it.
Until now, this level of coordination required eight figures and a private banker with a hundred other clients. Kensbrook makes it accessible to professionals at every level above $200K, and far more responsive at every level above that. Beneath it, an intelligence engine watches your accounts, your tax situation, and your timeline simultaneously, surfacing what a human banker would otherwise miss.
A few examples of what that looks like in practice.
You hold $40,000 in unrealized losses at one brokerage that could offset gains in another. Kensbrook sees both accounts and surfaces the move before year-end.
Before you sell $200,000 of stock, Kensbrook models borrowing against the portfolio instead, and shows you what it saves in tax.
Your income just crossed a threshold. Your Roth conversion window has shifted. Kensbrook tells you before it closes.
Opportunities surfaced the moment they emerge, not at a quarterly review six weeks later.
Every recommendation considers your full picture. Tax, liquidity, time horizon, life stage.
No upsells, no sales pitches, no quarterly outreach disguised as advice. Available when it matters.
Built around six pillars that have historically required a private banker, a wealth advisor, a CPA, and a lawyer to coordinate. Now in one place, intelligently linked.
High-yield cash. Intelligent sweep into Treasuries. Multi-entity support for personal, LLC, and trust accounts in a single dashboard.
Direct indexing, automated tax-loss harvesting, curated access to private markets including venture, private credit, and alternatives.
Equity compensation modeling for RSUs, ISOs, NSOs, and ESPP. Multi-year projections, AMT scenarios, and capital gains coordination across every account you own.
Securities-backed credit, portfolio margin, and a borrow versus sell engine that knows your tax basis. Liquidity without realizing gains you do not need to.
Estate structuring, executive compensation, equity exercise timing, retirement optimization, and charitable giving. Coordinated across decisions that depend on each other.
A dedicated advisor for the moments that matter. Liquidity events, life changes, complex decisions. Same-day response. No call centers.
The point of a platform is what you do with it. Kensbrook surfaces the move, models the tradeoff, and shows you the answer. The work happens before you log in.
No commissions on what we recommend. No products we are paid to push. The economics of the firm and the interests of the client point in the same direction.
Software for the work that benefits from it. People for the decisions that do not. The combination most firms get wrong, in one direction or the other.
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