For Financial Advisors & Wealth Managers
Missing assets are liability. Millions go unclaimed each year.
Families often struggle to locate accounts, investments, pensions, insurance, and digital assets spread across dozens of institutions. Assets get overlooked and advisors don’t have total visibility. Perpetua helps ensure nothing gets missed.
James R. Morrison
Estate Overview
How Perpetua supports your practice
Authorize Access
The executor, surviving family member, trustee, or other authorized representative securely connects an email account they are permitted to access.
Find Financial Relationships
Perpetua surfaces signs of financial relationships across banks, brokerages, retirement providers, insurance, employers, benefits, utilities, subscriptions, and more.
Review in One Place
Potential institutions, accounts, and obligations are grouped so the family can investigate them efficiently instead of searching blindly.
Bring Findings to You
The client shares relevant results with their advisor, who can verify the broader financial picture and recommend the right next steps.
The accounts outside your aggregation tools.
Perpetua helps firms identify the accounts and institutions connected to an estate, then organizes the work required to settle it. We collect only the data needed to provide the service and delete it when it is no longer needed. Our platform undergoes annual, independent security reviews.
106 To Review · 49 Settled
- Fidelity NetBenefitsFinancialSettled
- Navy Federal Credit UnionFinancialSettled
- TIAA PensionFinancialReview
- MetLife Group LifeInsuranceSettled
- Con EdisonUtilitiesSettled
- Extra Space StorageUtilitiesSettled
- GoDaddy DomainsSubscriptionsReview
- AncestrySubscriptionsSettled
- TikTokSocialReview
Our platform
Asset Discovery
Help clients identify accounts and institutions that sit outside your firm, their financial plan, or existing aggregation tools.
Guided Inventory
Once assets are identified and verified, help clients decide whether to retitle, transfer, consolidate, invest, or coordinate with the family's broader plan.
Generational Continuity
Guide spouses and heirs through settlement, and turn the hardest moment into the reason the next generation stays.
We thought we had the full picture. Perpetua helped us find accounts we'd never heard of, and gave us a much better starting point for what came next.
Security & Compliance
Estate information requires careful treatment. Perpetua is designed to limit unnecessary access while helping authorized representatives find the information they need. We only request what’s needed to complete a task, retain data no longer than required, and never sell or share client information with third parties.
Our platform undergoes annual independent assessments conducted by third-party auditors to verify the strength of our privacy and security practices. We update this list as each certification is completed.
- CASA Tier 2Certified
- SOC 2 Type IIUnderway
- GDPRAligned
Be the advisor who helps families find everything.
Whether you are an independent advisor or part of a larger firm, we tailor Perpetua to your workflow.