Search results: wealth management

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  Family Office Platform – 10 Year Financial Model

  10-year financial model for a family office platform providing forecasts, scenario analysis, and insights to support long-term wealth management and planning.

  financial modelstartupwealth managementasset managementrisk-management

  117Discussadd_shopping_cart

  $129.00 $90.30

  by Profit Vision
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  Financial mananagement system (2024 version)

  Fully fledged financial management package for private investors and small financial service businesses.

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  1,247Discussadd_shopping_cart

  free

  by Domenico Cristarella
• 

  RIA / Wealth-Management Practice Acquisition & SBA Underwriting Financial Model

  Underwrite an RIA book the way a lender will: AUM roll-forward, retention, market-drawdown and an SBA DSCR gate - broker's 2.2x-revenue price vs cash-flow.

  financial modelwealth managementrecurring revenuedscrbusiness valuation

  44Discussadd_shopping_cart

  $99.00

  by ProformaWorks
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  Personal Wealth Toolkit — 7 Investor-Grade Excel Models (Real Estate, Portfolio, Dividends, Retirement, FIRE, Net Worth,

  Seven investor-grade Excel models covering the full personal wealth stack — 58% off versus buying individually.

  real estatefinancial planningwealth managementexcel modelsretirement planning

  30Discussadd_shopping_cart

  $149.00

  by Frank Casile
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  Personal Finance Toolkit

  Manage and control your personal finance to stay wealthy

  financepersonal financewealth managementincome planincome chart

  2,511Discussadd_shopping_cart

  free

  by David Connaughton
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  Portfolio Optimization Excel Model with Harry Markowitz's Modern Portfolio Theory

  Find the efficient frontier of optimal portfolios, the Capital Allocation Line, tangent portfolio and more

  investmentpersonal financewealth managementoptimizationportfolio

  8,5827add_shopping_cart

  $5.00

  by Jhett Koo
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  Track Wealth - Wealth - Asset - Debt - Tax - Investment - Net Worth

  Wealth Tracker - Wealth Tracker - Asset Tracker - Debt Tracker - Tax Tracker - Investment Tracker - Net Worth Tracker - Net Worth Calculator

  monthly budgetfinancial trackermoney trackernet worth calculatordebt payoff planner

  49Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Personal CFO System 2026 | Monthly Budget Tracker + Financial Runway Calculator | CFO-Grade Excel Template

  Control your money with a CFO-level Excel system: track, analyze, and plan your finances—no subscriptions, just clarity.

  financial planningpersonal finance trackerfinance dashboardexpense trackerfinance spreadsheet

  191Discussadd_shopping_cart

  $30.00

  by Optima Toolkits
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  Fintech Mobile App Financial Model

  A comprehensive editable, 3-statement MS Excel spreadsheet for tracking Fintech Mobile App finances.

  financefinancial modelfinancial modelingexcelapp

  350Discussadd_shopping_cart

  $90.00

  by AllFinancialModels
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  Ameriprise Financial Complete Fundamental Analysis Excel Model

  Formula Based Excel Model for Fundamental analysis of Ameriprise Shares

  fundamental analysisstock marketsbillion dollar valuationus markets nyse nasdaq

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  $4.00

  by Billion Dollar Valuation - US Markets
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  Charles Schwab Complete Fundamental Analysis Excel Model

  Formula Based Excel Model for Fundamental analysis of Charles Schwab Shares

  fundamental analysisstock marketsbillion dollar valuationus markets nyse nasdaq

  81Discussadd_shopping_cart

  $4.00

  by Billion Dollar Valuation - US Markets
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  Ameriprise Financial Valuation Excel Model: Complete DCF Valuation with Forecasted Financial Statements

  Completely editable and formula-based Valuation Excel Model for Ameriprise Financial Shares

  fcfffinancial modelinvestingdcf valuationvaluation excel model

  156Discussadd_shopping_cart

  $5.50

  by Billion Dollar Valuation - US Markets
• 

  Charles Schwab Valuation Excel Model: Complete DCF Valuation with Forecasted Financial Statements

  Completely editable and formula-based Valuation Excel Model for Charles Schwab Shares

  fcfffinancial modelinvestingdcf valuationvaluation excel model

  187Discussadd_shopping_cart

  $5.50

  by Billion Dollar Valuation - US Markets
• 

  Bajaj Finance Shares Complete Fundamental Analysis

  Fundamental Analysis in Microsoft Excel of Bajaj Finance Shares

  excel modelsfundamental analysisbillion dollar valuationshares analysisbajaj finance shares

  148Discussadd_shopping_cart

  $3.50

  by Valuation
• 

  Fintech & Neobank Financial Model — 10 Years | Interchange, NIM, Lending, Regulatory Capital | Excel

  Institutional fintech model: 10-year revenue, lending, regulatory capital, and DCF. 9 sheets, KPIs, and bilingual. Built for neobanks and challenger banks.

  fintech financial modelneobank financial modelinterchange revenue modelnet interest margin modelbanking startup excel

  67Discussadd_shopping_cart

  $75.00

  by Finanzas de Acero
• 

  Dashboard for Personal Finance Management

  All-in-One Personal Finance Dashboard in Excel Comprehensive Budgeting, Wealth Planning & Financial Analytics System

  exceltemplatespersonalfinancedashboardexcelbudgetplannerwealthplanningtoolsmoneymanagementsystem

  800Discussadd_shopping_cart

  $10.00

  by Alessandro Patruno
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