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Your wealth deserves better than a spreadsheet. Meet Pantheon Wealth OS™

Your alternative asset command center to track and forecast every investment and asset class in real time.

Only 100 FREE waitlist spots available.

Powered by Pantheon, featured in:

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Break out of your excell, and invest like the top 1%

Most high-income investors managing real estate, syndications, IBC, and other alternative assets are stuck juggling spreadsheets, PDFs, and disjointed tools that were built for Wall Street portfolios—not real ones. Wealth OS brings it all together in one intelligent platform. See a unified view of your entire wealth—real assets included—along with real-time income forecasting, passive cash flow modeling, and AI-powered clarity on every financial decision.

Invest like the top 1% with Wealth OS.

A smartphone screen displaying a goal-tracking app named Wealth OS. The app shows a progress circle indicating 62% complete, with 35 days left until the goal deadline of March 31. The goal is to grow the monthly yield by 5% by the end of Q3, with a goal increase of $2.1k and a current increase of $1.3k. The interface includes tabs for goals filter, a button to add a new goal, and icons at the bottom for dashboard, target, analytics, weather, and profile.

One intelligent dashboard with total asset visibility.

Tracking your 401k is easy. But what about your private equity, real estate, or cash-flowing assets? Pantheon Wealth OS gives you a real-time, high-level view of your entire portfolio, across every asset class. No spreadsheets. No advisor delays.

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Reach financial independence faster with AI and predictive forecasting.

See your freedom number. Hit it faster. Pantheon Wealth OS shows where you are, and how to get where you want to be. Track real-time data, cash flow projections, and run “what if” scenarios to model your freedom timeline. Know exactly how that next rental or tax move impacts goals.

First 100 signups get 6 months FREE

Only 100 Free spots available.

Highlights

  • See your entire net worth — public, private, liquid, and alternative — in one intelligent dashboard.

  • Visualize your future income streams and know exactly when your money starts working for you.

  • Model the tax impact of major moves before you make them — from equity sales to real estate deals.

  • Track performance across private equity, crypto, real assets, and more — without jumping between tabs.

  • Balance risk, cash flow, and long-term growth with real-time insights into how your capital is working.

  • Set targets — from financial independence to legacy goals — and see how every decision moves the needle.

  • Get smarter insights and scenario planning without the spreadsheet grind or advisor delays.

A better investing life.

Your Pantheon Wealth OS Forecast

Three MacBook Pros displaying different financial dashboards and analytics in a dark mode interface.

80%

Increase in time savings from automation, portfolio unification, and strategy modeling with the OS.

What You Have Now

❌ Manual spreadsheets

❌ No visibility into real estate & alternative assets

❌ Guesswork on cash flow

❌ No tax insight

❌ No way to track financial independence

With Pantheon Wealth OS

✅ One simple dashboard

✅ Unified portfolio view

✅ Real-time passive income forecasts

✅ Strategy modeling before year-end

✅ Scenario planning built in

Only 100 FREE signups available

Powered by Pantheon with +$2.6B under management.

“I created this platform because I was sick of trying to make critical investment decisions with half-baked spreadsheets and conflicting advice. This is what I wish I had 10 years ago — and now it’s yours.”

— Dave Wolcott, Founder

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    “My setup is a nasty homegrown spreadsheet and a whiteboard I’m constantly scribbling on. This is next level—10x more sophisticated and reliable.”

    – Adam Sharp

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    “ I’ve got spreadsheets for every single investment—but what I don’t have is the ability to forecast and see where it’s all going. This is going to be a major advantage.”

    – Dennis Santa Paula

  • investor headshot

    “I have a giant Excel spreadsheet where I track all this stuff—but this looks way more helpful, with tools my spreadsheet just doesn’t have.”

    Jonathan Waterman

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Join the waitlist. Get 6 months free.

Founders Circle members get early access to Wealth OS—built for investors serious about financial freedom through alternative assets.

Here’s what you’ll unlock:

✅ 6 months FREE (limited to first 100)
✅ Priority onboarding to set up your dashboard
✅ Referral rewards program access
✅ Bonus tools from Pantheon, including Dave Wolcott’s bestselling book

We’re helping millionaires invest like billionaires. All you have to do is signup.

First 100 signups get 6 MONTHS FREE!