Private Wealth Intelligence

Your wealth is institutional.
Your software should be too.

Chief knows your full financial picture — every account, advisor, and open question — and surfaces what matters before you think to ask. Via Telegram, SMS, or email. No dashboards to log into.

No commitment
Reviewed personally
Reply within 5 business days
JR
Jacob Radke — Founder
Wealth manager overseeing $190M across 200 households. Built Chief because no product existed that was good enough.
9:41
C
Chief
● active
Monday, 7:04 AM
Three things for your week.

1. Moorhead closing confirmed May 12 — wire instructions from title co. are in your email.

2. Q2 estimated tax due in 12 days. $186K. Enough in checking — no action needed.

3. Minneapolis fund decision window closes June 1. You haven't responded to their deck.
7:04 AM
Forward the Minneapolis deck to my email
7:06 AM
Done.
7:06 AM
Reply to Chief…
$5M+
Minimum net worth
to qualify
12
Asset classes consolidated
in a single view
1
Conversation to map
your full financial picture
0
Advisory conflicts
of interest
What Chief does

One conversation.
Complete picture.

01
Every asset,
unified.
Real estate, equities, alternatives, fixed income, and cash — consolidated into a single, always-current balance sheet. Not a snapshot. A living instrument.
02
Cash flow you
can act on.
Monthly inflows, outflows, and upcoming obligations across all sources — surfaced automatically. Your liquidity runway is always visible.
03
Your team,
coordinated.
Wealth manager, CPA, estate attorney, insurance advisor — one directory with contact history and context. Chief is the hub so you don't have to be.
JR
Jacob Radke
Founder & Wealth Manager
$190M
Assets overseen
200
Households served
"At a certain wealth level, you stop being a person with money and start being an institution. No product serves this tier correctly."
I've spent years watching clients — smart, successful people — manage their financial lives in spreadsheets, email threads, and disconnected apps. They had CPAs, advisors, attorneys, real estate holdings. Yet no single instrument showed them the full picture. Chief is the product I wish existed for every household I work with.
Who it's for

Built for one tier.
Specifically.

Net Worth
$5M – $50M
Above consumer finance. Below the $1M/year single-family office. The tier where complexity is real and no product has ever been built correctly.
Structure
Multiple asset classes
Real estate, private business stakes, trusts, LLCs, brokerage accounts, and deal flow. Wealth that can't be tracked in a single app.
Team
Already has advisors
CPA, financial advisor, estate attorney. Chief doesn't replace them — it becomes the coordination layer between them, with you in control.
Early access
Request your
invitation.

Chief is in private beta. Each new member is reviewed personally. If you qualify, you'll hear back within 5 business days.

No commitment· Reviewed personally· Reply within 5 business days

By invitation. $5M–$50M net worth. iPhone.