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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.
