We're building the private bank of advice.
For 200 years, the world's wealthy have had personal accountants. LedgrDesk brings that same intimacy and intelligence to anyone who wants their money to work harder.
$2.1B+
Tax savings unlocked
12000+
Active clients
850+
Vetted advisors
38
Countries served
A private CFO for the next 100 million.
The Catalyst
In 2024, our founders watched their parents pay $30,000 in avoidable estate taxes. The advice existed — they just didn't have access to it.
The Sketch
That same night, LedgrDesk was sketched on a napkin. A platform to connect founders, professionals, and families with a vetted network of elite CPAs and CFAs.
The North Star
Our belief is simple: every person should have an advisor who knows their name, their numbers, and their dreams.
Clarity Over Jargon
We translate complex finance into plain language. Always.
Trust By Design
Every advisor, every transaction, every byte — verified and audited.
Human First
Software is the wrapper. Real conversations create real outcomes.
Compound Advice
Small, recurring decisions create generational wealth.
A note from our founder.
When we started LedgrDesk, we asked a simple question: Why is world-class financial advice reserved for the ultra-wealthy?
The answer was a mix of fragmented data, misaligned incentives, and a heavy reliance on manual processes. We knew technology could bridge that gap. By combining elite advisors with intelligent software, we could democratize access to the same strategies used by family offices.
Today, LedgrDesk isn't just a platform; it's a movement towards financial clarity. We are committed to ensuring that your hard-earned money works just as hard for you, guided by experts who genuinely care about your outcomes.
Mahesh
Co-founder & CEO
Operators, advisors, builders.
Amelia Rhodes
Co-founder & CEO — Ex-Goldman Sachs · Stanford GSB
David Chen
Co-founder & CTO — Ex-Stripe · MIT
Priya Nair
Head of Advisor Network — Ex-PwC Partner · 18 yrs
Lukas Berg
Head of Design — Ex-Linear · Ex-Robinhood
