Heritance connects wealth management firms to the next generation of their clients — years before any transfer event happens.
When a client passes away, their children face a decision. Stay with the advisor their parents trusted for decades. Or start fresh somewhere new. Right now, 70% choose to leave. Not because the advisor failed. Not because the firm did anything wrong. Because the relationship with the next generation was never built.
transferring between generations over the next 25 years
of heirs leave their parents' financial advisor after a transfer event
platforms built specifically to connect firms with the next generation — until now
Heritance works for both the advisor and the heir — connecting them years before a transfer event makes that connection urgent.
Every morning, Heritance tells your advisors exactly who needs attention, why, and what to do about it. No guesswork. No spreadsheets. Just clarity.
Heritance runs in the background — tracking heir engagement, flagging at-risk relationships, and sending automated nudges so nothing slips through the cracks.
When a transfer event happens, the relationship is already there. The heir knows the firm. The advisor knows the heir. The 70% statistic was never going to apply.
When a client joins a firm, their family gets invited to Heritance. The heir creates a profile and begins their own relationship with the firm — before they inherit a single dollar.
A personalised future wealth simulator shows heirs what their financial future could look like — at 1, 2, 5, and 10 years — across different portfolio risk levels. Education that feels relevant, not generic.
Heirs build a direct relationship with the firm on their own terms. By the time wealth transfers, they're not a stranger walking through the door. They're already home.
Your clients trust you with their legacy. Now you can protect it — for generations.
Heritance isn't here to replace advisors. We're here to make them twice as effective.
The advisor who knows the children wins the assets.
Your financial future is closer than you think. Heritance helps you understand it — on your terms.
Inheriting wealth is one of life's most significant moments. Heritance makes sure you're ready for it.
Right now, generational wealth transfer is managed by gut feel. An advisor might say "I've met the kids a few times, I think we're good." But there's no system that measures it. No platform that prevents it. No connection that starts early enough to matter. Heritance changes that. Not by replacing the human relationship between advisor and heir. But by creating the conditions for that relationship to exist — years before it becomes urgent.
The best time to build a relationship with the next generation was ten years ago. The second best time is today.
Advisors spend decades building relationships. Heritance makes sure those relationships outlast them.
We're working with a select group of wealth management firms for our early access programme. The firms that act today will retain the relationships of tomorrow.
I'm Connor, a 21 year old finance student who noticed a problem nobody was systematically solving. Trillions in wealth are transferring between generations and the industry is navigating it on gut feel. I built Heritance to change that — not just for firms, but for the next generation who deserve a relationship with the people managing their future. We're just getting started.
— Connor Boulware, Founder
We're working with a select group of wealth management firms for our early access programme. Leave your details and we'll be in touch.
We'll be in touch soon. You're in good company.