About
Our mission
Our mission is to empower families to confidently navigate and manage their wealth, ensuring a lasting legacy for future generations. We strive to simplify the complexities of estate management through our interface, providing accessible tools and resources that promote transparency, collaboration, and informed decision-making. By leveraging technology and fostering a user-centric approach, we aim to revolutionise the way families preserve and grow their financial assets.
Our Vision
To revolutionise family estate wealth management, empowering families to secure their financial legacies with confidence, while providing a seamless user experience.
- Years of Experience
- 2
- Team Members
- 4
- Past Projects
- 12
- Cups of Coffee
- 999+
Our Values
01
User-Centric Empowerment
At Inheritly, we believe in placing our users at the center of everything we do. Our platform is designed to empower families, ensuring they feel confident and well-equipped to manage their wealth. We aim to provide a seamless experience that caters to the unique needs of each family, fostering a sense of ownership and control over their financial legacies.
02
Simplifying Complexity
The world of estate management can be intricate and overwhelming. Our commitment is to break down these complexities, offering tools and resources that make the process straightforward and comprehensible. By simplifying the intricate, we aspire to make wealth management accessible to all, regardless of their financial expertise.
03
Transparency and Collaboration
We champion transparency in every aspect of our service. Our platform is designed to promote open collaboration among family members, ensuring everyone is informed and on the same page. By providing clear, transparent tools and resources, we ensure that families can make informed decisions that align with their collective goals.
04
Innovation for Legacy Preservation
Legacy is about more than just wealth — it's about the impact and memories left behind for future generations. We're committed to continuous innovation, ensuring that our platform not only preserves financial assets but also fosters a lasting legacy. By merging cutting-edge technology with a deep understanding of our users' needs, we aim to set new standards in family estate wealth management.
Meet our team
Max Whitehead
Co-Founder & Full Stack Engineer
Santiago Ospina Idrobo
Co-Founder & Full Stack Engineer
Michael Whitehead
Founding Member
George Ware
Founding Member