Now serving members in 40 countries

Private wealth,
quietly reimagined.

A members-only platform that brings investing, banking, and advisory into one effortless, beautiful experience — built for those who expect more.

$4.2B
Assets advised
4.9★
Member rating
0.00%
Hidden fees
Portfolio value
$1,284,920
▲ 14.2%
A
Aurélia Index
Core holding
$640k
P
Private Credit
8.4% yield
$320k
+$182k
this year
AAA
risk rated
The platform

Everything, in harmony.

Six pillars of a complete financial life — designed to feel like a single, serene surface.

💎

Wealth management

Tailored portfolios managed by humans and refined by algorithms.

🏦

Private banking

Premium accounts, global transfers, and a metal card that opens doors.

📈

Direct investing

Stocks, funds, and private markets — commission-free.

🛡️

Protection

Insurance and estate planning, handled with discretion.

🤝

Advisory

A dedicated adviser on call, whenever life shifts.

🌍

Concierge

From travel to tax — your time, given back.

Advisory

Guidance that listens.

Grow with intention

Diversified strategies built around your goals, not the market's noise.

  • ✦ Goal-based portfolios
  • ✦ Access to private markets
  • ✦ Tax-smart rebalancing

Protect what matters

Downside-aware planning so a bad year never becomes a bad decade.

  • ✦ Risk-managed allocation
  • ✦ Insurance integration
  • ✦ Liquidity reserves

Transfer with grace

Estate and legacy planning that keeps wealth — and harmony — in the family.

  • ✦ Trust structuring
  • ✦ Generational planning
  • ✦ Philanthropy advisory
A
Products

Crafted to delight

💳

The Aurélia Card

Solid metal, no fees, and rewards that feel like gifts.

📱

The App

Your whole financial life, beautifully at a glance.

🏛️

Private Vault

Multi-currency accounts with white-glove support.

Why members stay

The Aurélia difference

🤍

Human first

Real advisers, always reachable.

🔐

Total discretion

Privacy held sacred.

✨

No hidden fees

One transparent rate.

🌐

Borderless

Bank in 30 currencies.

0
Countries served
0
Assets advised
0
Member retention
0
Concierge
Member stories

Lives, elevated

🏡
The Okonkwo Family
Generational wealth plan across three countries.
⛵
Maya R.
Founder · liquidity event
🎨
The Vance Trust
Philanthropy
🌿
Aria K.
Early retirement
🏛️
Sterling Estate
Succession
In their words

Quietly recommended

"It feels less like a bank and more like a trusted friend who happens to be brilliant with money."

IM
Isabelle MoreauMember since 2019

"The app is so calm. For the first time, my finances don't cause anxiety — they bring clarity."

DC
David ChenMember since 2021

"My adviser knows my family by name. That kind of care is rare now."

PG
Priya GuptaMember since 2020
Membership

Choose your tier

Essential
$0/mo

Banking and investing, beautifully done.

  • ✦ Premium account
  • ✦ Commission-free investing
  • ✦ The Aurélia Card
Get started
Private
$45/mo

A dedicated adviser and full advisory.

  • ✦ Everything in Essential
  • ✦ Dedicated adviser
  • ✦ Private markets access
  • ✦ Concierge
Become Private
Family Office
Bespoke

For complex, multi-generational wealth.

  • ✦ Full family office
  • ✦ Estate & tax planning
  • ✦ 24/7 global team
Enquire
FAQ

Questions, answered

Essential membership is open to all. Private and Family Office tiers are by application, tailored to your needs.

Assets are held with regulated custodians and protected up to statutory limits, with bank-grade security throughout.

Always. Private members have a named adviser; everyone reaches a human, never a bot.

The Journal

Notes on wealth & life

Investing

The quiet power of patience

6 min read
Legacy

Passing on more than money

5 min read
Living

Wealth as freedom

4 min read
The House

People you can trust

CV

Claire Vance

Founder · CEO
JR

James Reyes

Chief Investment Officer
SO

Sofia Okonkwo

Head of Advisory
AK

Amara Khan

Head of Member Care
Become a member

Begin the conversation.

Request an invitation and we'll arrange a private consultation — no obligation, complete discretion.