Real estate planning for financial advisors
Your clients’ biggest asset doesn’t have to be your biggest blind spot.
Real estate, finally in the plan. And you’re the advisor who brought it there.
“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
Real estate is clients’ biggest asset. Advisors have no tool for it.
Real estate has never had a home in the financial plan.
For investments there’s Altruist. For tax there’s Holistiplan. For real estate inside the financial plan, the category has never had a dedicated tool.
“
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 dedicated workflow or data, every real estate conversation falls back on estimation. The gap has never been expertise. It has always been tooling.
“
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 one, 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
Real estate, through a financial planning lens.
Not a real estate tool. A planning workflow that translates your client’s real estate into financial planning language. So you know what’s happening across the portfolio, and what to do about it.
Two meetings. One workflow.
Here's how it works.
“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
“The fact is that I haven’t spent a ton of time in this area of planning. I haven’t used it as a value proposition for our clients just because I haven’t had the tools to properly do it.”
Evan Hammond · Sage Street Wealth
“Our planning software just combines rents and expenses and assumes they move together. In reality, it doesn’t work that way.”
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.
It’s not the Excel sheet your client emails you. It’s not a tool that starts from the property. AI reads the tax return and works outward from the plan, in the language advisors already use.
The Outcome
The advisor clients can’t afford to leave.
In a market where every advisory practice looks increasingly the same, you become the advisor who speaks to the full picture across investments, tax, and real estate — and the one prospects call first.
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 AWS Bedrock with zero data retention. Claude, the AI model we use, 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 a planning-first workflow never existed. That gap is still open.
03
We exist now.
For decades, real estate planning was too slow to model and too complex to integrate. AI changed that. The barrier is gone. First movers build the practice around it. They become the advisor clients can’t afford to leave and prospects call first. Everyone else plays catch-up.
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 at major financial institutions. He’s built Leveridge from the inside, as the advisor who needed it first.
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
Co-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.
Early access
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. Capacity is real, not manufactured.
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