📢 Disclaimer: Content may contain affiliate links or sponsored content — I will never work with a brand that I don't personally use or believe in.
Kubera auto-tracks your family’s net worth across currencies and accounts, analyzes your portfolio, and plans future scenarios. My wife and I use this tool as part of our monthly money review.
Simplifies expense tracking and budgeting with easy bank integrations across 17 countries, even including crypto accounts.
My go-to international brokerage. Founded in 1977, Interactive Brokers is an American multinational brokerage (Nasdaq: IBKR)—and one of the largest in the world. It serves customers from over 200 countries, providing access to products in 150+ markets and 27 currencies worldwide.
When asked about brokerages, I generally recommend Interactive Brokers for expats and people living overseas. Here's why: trusted platform, broad selection of stocks and funds, easier to move abroad with your account, and low fees.
Finchat is my go-to investment research tool. Imagine talking to a friend who knows everything about publicly traded companies. That's Finchat. It's an AI-powered financial guru in your pocket that can answer your questions in plain English. It leverages data on global equities including 40,000 stocks and funds with 35 years of historical financials.
Comprehensive suite of portfolio analysis tools that helps you compare and analyze portfolios and investment products. I personally use the backtest asset allocation tool to compare portfolios.
Wise is one of my preferred online money transfer services due to its low and transparent fees, broad network (50+ currencies), and simple UX.
Instarem is another solid online money transfer service with low and transparent fees and fast transfers. Depending on the route, it sometimes offers the most competitive exchange rates on the market (better than Wise).
SafetyWing Nomad Health is my health insurance. It's a comprehensive health insurance plan designed for expats, remote workers, and digital nomads. Coverage that works in 175+ countries, solid benefits, dependent/family plans, and simple claims process.
This service is run by my personal tax preparer, Stephen. File your US taxes confidently by getting personalized, expert guidance from his expat tax team.
Over the years, I have worked with Stephen on my expat tax filings and consulted with him on numerous tax questions ranging from equity as a tech worker to business entity structuring. Him and his team are excellent at what they do.
Mercury powers Money Abroad's main business bank account. We love using it for our checking and savings accounts, automated transfers (to setup Profit First), physical and virtual debit cards, domestic and international wires, and integrations. Plus, no monthly fees.
Wise Business is my go-to account for paying international vendors and service providers. I love using it for international transfers due to its low fees, fast transfer times, and versatility (over 50 currencies offered). As a bonus, it also offers helpful features like team management and expense tracking.
Carry Finance is my Self-Directed Solo 401k provider. I use their platform to manage my Solo 401k tax-advantaged accounts and investments as an LLC business owner. What I've appreciated about Carry is its simple user experience, flexibility to invest in a variety of asset classes, and useful educational resources on taxes for business owners.
My US business virtual mailbox. Stable provides you with a permanent street address in a premium location and the ability to manage your physical mail online. My favorite aspect of Stable is its versatile functionality - including scanning, forwarding, shredding and deposit checks.
OpenPhone is a voice over Internet protocol (VoIP) service that allows you to make unlimited calls and texts for a low price — without using any minutes from your phone plan. It is trusted by top brands like YCombinator, Stanford University, and Deel. In terms of functionality, it offers native apps for mobile and desktop, team collaboration features, and integrations with popular tools. A great option for SMBs and startups looking for a modern and affordable phone system.
Doola is my go-to LLC formation service. My wife incorporated her US LLC as an international founder, and it was a smooth experience. Founded in 2020, Doola is a newer entrant, but it's grown rapidly due to providing a simple and cost-effective incorporation service for remote businesses, startups, and freelancers.
My go-to project management and docs tool. Notion is an all-in-one workspace for notes, tasks, projects, wikis, and databases—with a powerful AI right inside your docs to accelerate your productivity.
Notion can be used for a variety of purposes, including personal organization, team collaboration, and project management. It's designed to be customizable to your specific needs.
Webflow is Money Abroad's website builder and host platform. Webflow enables us to design, build, and launch responsive webpages visually, without writing code. It also provides useful web design tools, including a visual editor and CMS.
Beehiiv is Money Abroad's newsletter platform. I chose their all-in-one solution because it has an easy-to-use interface, powerful features (like automations, API, and data), built-in growth and monetization capabilities, and responsive customer support.
At Money Abroad, we registered our domain with Namecheap. For the past decade, Namecheap has been my trusted, go-to partner for domain registration. Going from idea to implementation is quick, easy, and affordable. Every time I start a new venture, I like to invest in a custom branded domain. I have purchased dozens (and counting), many using Namecheap.
