Built by a family,for families like yours.

Over the past 25 years, I've been a serial entrepreneur who has started and sold a handful of companies. Some broke even, some lost money but were a lot of fun, and a few did very well. This journey taught me that building successful businesses requires not just good ideas, but also the right tools to manage complexity as you grow.

As my family's assets grew over the years and our children got older with assets of their own, I found myself searching for software that could help us manage it all effectively. What I discovered was frustrating: simple solutions that were too basic for our needs, complex solutions that were overwhelming, cheap options that delivered little value, and premium platforms with egregious pricing that still didn't solve our core problems.

After selling my last company in 2021, I had some time on my hands and decided to get back to my entrepreneurial roots. Initially, I set out to build a financial management application just for my family. But as I developed the platform, I began to realize there was significant commercial viability for what I was creating and that's how Spiegel Financial was born.

Like many families with growing wealth, we used a patchwork of tools to manage our finances: online banking software, Google Docs, Excel spreadsheets, and countless other solutions. Each one lasted only so long before falling short of what we actually needed.

I never had a good way to track all of my capital calls, and frankly, if something happened to me, my family would face an arduous time trying to locate all of our personal investments, digital assets, and financial commitments scattered across different platforms and documents.

This platform was built to solve all of these real-world problems I experienced firsthand.

While I believe this software can be valuable for many people, I think our target market is individuals and families with $5M to $100M in assets under management who want to keep track of all their wealth in one centralized, secure location.

These are people who, like me, have reached a level of financial complexity where traditional tools simply don't cut it anymore.

I want you to know that I'm not just the CEO of Spiegel Financial - I'm also its most committed user. Every feature we've built, every problem we've solved, and every enhancement we're planning comes from real experience managing substantial family wealth.

We built Spiegel Financial because we needed it. We're sharing it with you because you might need it too.