Works everywhere
Real Estate
Proof of funds for
purchases, pre-approvals, and earnest money verification.
Private Deals
Accredited investor verification for 506(b) and 506(c) offerings.
Clubs & Communities
Verified net worth for Tiger21, r/fatfire, YPO, and other HNW
groups.
Credit Applications
Comprehensive financial snapshot stronger than a single bank
statement.
Working with CPAs
Send your CPA a link instead of a folder. They write the letter in
hours, not weeks.
Immigration
Golden visa and residency applications with comprehensive wealth
documentation.
Why not a bank statement?
CPA LETTER
BANK STATEMENT
PROOF OF WEALTH
Time
1-2 weeks
1-2 days
Instant
Cost
$300-500
Free
Included
Assets shown
Varies
One
All
Data source
Client-provided
Client-provided
Institutional API
Can be faked
Yes
Easily
No
The process just got simpler
In March 2025, SEC staff outlined a clearer path for accredited
investor verification in certain high-minimum 506(c) offerings.
In some deals, issuers may be able to rely on written
investor representations and the size of the investment instead of tax
returns or a CPA letter.
Details