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Crestfolio

Crestfolio unifies personal, business, real estate, and family accounts into a single net worth view, keeping each entity separate underneath.

Model market crashes, job loss, and other what-ifs against your plan, with side-by-side net worth projections over 30 years.

Cost / License

  • Subscription
  • Proprietary

Application type

Platforms

  • Online
Every entity you own in one place: personal, LLCs, and rental properties, each tracked separately and switchable in a click.
Retirement readiness, 401(k) match optimization, and withdrawal strategies, modeled across your full financial picture.
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Crestfolio information

  • Developed by

    Unknown

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $8 and $70 per month.

  • Alternatives

    3 alternatives listed

  • Badge

    Get an embeddable badge for Crestfolio

  • Supported Languages

    • English

AlternativeTo Category

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Crestfolio was added to AlternativeTo by mattg700 on and this page was last updated .

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What is Crestfolio?

Crestfolio is a multi-entity finance platform for people who manage money across multiple entities. If you have a W-2 job plus an LLC plus a rental property, your finances live in three or four systems that were never designed to talk to each other. Crestfolio keeps each entity separate so the books stay clean and liability protection holds, then rolls everything up into a single net worth view.

Built for the 2-5 entity operator: consultants with an S-corp, landlords with property LLCs, families running a side business alongside their day jobs. Connect bank accounts, upload statements for AI parsing, track properties and holdings, track your personal and family investments and see the complete picture across every entity you own.