Solutions
For Individual Investors
Scale your operations and better measure investment performance.
For Family Offices
Use Clockwork® to impress your stakeholders and evolve your portfolio operations.
For Funds and Intermediaries
Impress your LPs and drive ongoing engagement and participation.
Company
About Us
We improve investment decisions by loving what we do.
Join Us
We are a team of dedicated humans and our devoted pets.
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Solutions

For Individual Investors
Scale your operations and better measure investment performance.
For Family Offices
Use Clockwork® to impress your stakeholders and evolve your portfolio operations.
For Funds and Intermediaries
Impress your LPs and drive ongoing engagement and participation.

Company

About Us
We improve investment decisions by loving what we do.
Join Us
We are a team of dedicated humans and our devoted pets.
Pricing
Blog
Sign InGet a Demo

Charlottesville | NYC | Mexico City | Montevideo

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HealthWallet
Key People

Erich Nichols

General Counsel

Patricia Coplon

CFO

Thomas Wagner

CEO

James McLendon

CTO

Ryan Coplon

President

Demetrius Johnson

COO

Description
Health Wallet provides a consolidated platform for existing digital health services.
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