My First Million
The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.
Automated Wealth Tracking for High-Net-Worth Individuals
For: Successful entrepreneurs with multiple accounts and complex asset allocation
The Problem
High-net-worth individuals have complex portfolios across multiple accounts, asset classes, and platforms, making it difficult to get accurate real-time overview of allocation and performance.
The Solution
Secure, automated platform that aggregates all financial accounts, calculates real allocations, tracks performance against goals, and provides quarterly portfolio review templates for peer feedback.
Why Now?
More entrepreneurs achieving exits, increased complexity of investment options, growing demand for financial transparency tools, improved API access to financial institutions.
Build MVP in 7 Days
Simple account aggregation for major brokerages
Basic allocation pie charts and percentages
Manual data entry backup for complex assets
PDF export for portfolio review sharing
Basic goal tracking against target allocations
How to Validate
Revenue Model
SaaS subscription $500-2000/month for comprehensive tracking, plus premium consulting/review services.
Competitive Moat
Network effects from peer review features, superior data visualization, specialized focus on entrepreneur needs vs generic wealth management.