The real estate planning platform for financial advisors
Your clients’ biggest asset, finally in the plan.
Cash flow, equity, and tax exposure for every property. Translated into planning language, before every meeting.
“I would have loved to have had Leveridge yesterday when I was sitting with those clients. What I came up with was actually $30,000 off.”
Andrew Mancuso, CFP®, EA
Mancuso Wealth Management
Your planning software was never built around real estate.
Real estate has never had a home in the financial plan.
For investments there’s Altruist. For tax there’s Holistiplan. For real estate in the financial plan, advisors have had nothing built for how they plan.
“
For my investments, I have Altruist. For tax, I have Holistiplan. But real estate? I don’t have a specific anything.
Jay Boekeloo, CFP® · High Note Financial
The work exists. The workflow doesn’t.
Without a workflow built for planners, every real estate conversation falls back on spreadsheets and estimation. The gap has never been expertise. It’s always been the workflow.
“
This would take me hours to come up with a spreadsheet for.
Bryan Molinar, CFP®, CIMA® · Atlas Legacy
The question no advisor can answer.
It’s the question every advisor with rental property clients eventually faces. Without the data in planning terms, the honest answer has always been a guess.
“
Are the properties really working for him or against him?
Brandon Morenz, BFA™, AAMS® · PacificView Wealth Management
Two meetings. One workflow.
eMoney, RightCapital, and MoneyGuidePro were built to consume real estate data, not to generate it. Leveridge generates it. Cash flow, equity, and tax exposure for every property, in the language the rest of the plan already speaks.
01
Upload the tax return
AI reads the tax return, extracts every property's income, expenses, and depreciation, and builds the portfolio automatically. No manual entry. No spreadsheet setup.
02
See what every property is actually doing
Cash flow, equity, tax exposure, and what's worth discussing. Every property side by side. Not just for clients asking about real estate. For every client who owns property, in every review. Go deeper on any property to model a hold, sale, or exchange against the client's goals.
03
Advise. Update the plan.
You walk in. Not with a guess. With the strategy comparison and what each option means for the plan. You bring the relationship and the judgment. Then a per-property Transfer Sheet feeds the numbers back into eMoney, RightCapital, or MoneyGuidePro, so the plan reflects reality, not estimates.
01
Upload the tax return
AI reads the tax return, extracts every property's income, expenses, and depreciation, and builds the portfolio automatically. No manual entry. No spreadsheet setup.
02
See what every property is actually doing
Cash flow, equity, tax exposure, and what's worth discussing. Every property side by side. Not just for clients asking about real estate. For every client who owns property, in every review. Go deeper on any property to model a hold, sale, or exchange against the client's goals.
03
Advise. Update the plan.
You walk in. Not with a guess. With the strategy comparison and what each option means for the plan. You bring the relationship and the judgment. Then a per-property Transfer Sheet feeds the numbers back into eMoney, RightCapital, or MoneyGuidePro, so the plan reflects reality, not estimates.
“What Holistiplan is to tax planning, that’s what Leveridge is to real estate planning. In a good way.”
Mando Sallavanti, CFP® · Freedom Path Wealth
“This elevates what 99.5% of advisors do today when it comes to real estate planning.”
Levi Anderson, CFP®, CPWA®, EA
“Leveridge speaks English. Unlike some of this other software.”
Margaret M. Koosa, CEPA · The Alchemists
“Working with small business owners almost always involves real estate. This finally gives me a way to show them what they actually have, not just what it looks like on paper.”
Evan Hammond · Sage Street Wealth
“Traditional planning tools tend to oversimplify real estate. In practice, rents, expenses, and financing all behave differently, which is why more detailed analysis is so important.”
Alain Brito, BFA™ · PacificView Wealth Management
The Category
What Holistiplan did for tax, Leveridge does for real estate.
Holistiplan made tax planning accessible to every advisor. Leveridge does the same for real estate, bringing it inside the financial plan where it belongs.
The Distinction
Starts from the financial plan. Not the asset.
Every other tool starts from the property and presents it in real estate investor terms. Leveridge starts from the tax return and translates it into the language advisors already use.
The Outcome
The advisor who sees the full picture.
When real estate shows up alongside investments and tax, the advisor speaks to the full picture. That changes the client relationship, the planning conversation, and the practice.
Your clients’ data is safe. Here’s exactly how.
Tax returns deleted within 60 seconds of processing
We extract what we need from your client’s tax return and delete the PDF within 60 seconds of completion. Nothing is ever stored in our systems after processing.
8,192
AI never trains on client data
We process data through a zero-retention AI infrastructure. The model has no access to your clients’ information between sessions. Nothing you upload is ever used to train AI models.
0%
You own 100% of your clients’ data
We never sell it, share it, or use it for anything beyond operating the platform. Your clients’ data belongs to your firm. Period.
Three things are true right now. None of them will last.
01
The conversations are already happening.
Sales, exchanges, downsizing, inheritance. Your clients are making these decisions now, with or without you.
02
The category isn’t claimed yet.
Most advisors aren’t having this conversation. Not because they lack expertise, but because no workflow has ever been built for the way they work. Advisors who build this into their practice now set the standard others will follow.
03
Real estate planning is here.
For decades, tools existed for real estate but none translated them into financial planning terms. Leveridge does. For the first time, this conversation belongs in the plan.
Waiting is no longer neutral.
Advisors who build this into their practice now will set the standard. The ones who wait will adapt to someone else’s playbook.
Built by people who’ve been in that meeting.
We spent years sitting across from clients, helping them with real estate decisions without a single planning tool built for the job. The expertise was there. The workflow wasn’t. We built Leveridge because we believe real estate deserves the same rigor inside the financial plan that investments and tax already have.
Ali Moallem, CFP®
CEO & Co-Founder
Former Private Wealth Advisor who led with real estate planning because those conversations built the strongest client relationships. He founded Leveridge to give every independent advisor the same approach.
Rick Sanchez
COO & Co-Founder
Former mortgage professional with a decade working alongside financial advisors on high-stakes real estate decisions. He’s seen this gap from both sides of the table.
Davis Hesler
Founding Engineer
Former Staff Software Engineer at a digital financial planning platform, where he built financial simulation engines used in live advisor workflows. He knows what it takes to build tools advisors actually trust.
Founding cohort · 47 spots remaining
Build real estate planning into your practice before your peers do.
A limited cohort of financial advisors and planners building real estate planning into their practice from the ground up. You’re not just getting the tool. You’re shaping what it becomes.
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