Discover YourHidden Wealth
Automatically locate forgotten 401(k) accounts from previous employers and manage your entire portfolio in one powerful dashboard. Take control of your financial future today.
Everything You Need to Manage Your Financial Future
From discovering lost assets to comprehensive portfolio management, our platform provides all the tools you need for financial success.
Automated 401(k) Discovery
Our advanced search technology scans comprehensive databases to locate forgotten retirement accounts from your employment history.
Portfolio Dashboard
View all your financial accounts in one place with detailed asset allocation, performance tracking, and actionable insights.
Retirement Planning Tools
Advanced calculators and projections help you understand your retirement readiness and optimize your savings strategy.
IRA Transfer Assistance
Expert guidance through the rollover process to consolidate accounts and reduce fees while maintaining tax advantages.
Bank-Level Security
Your financial data is protected with enterprise-grade encryption and security measures trusted by major institutions.
Expert Consultations
Schedule one-on-one sessions with certified financial advisors to discuss your unique situation and goals.
How Odyssey Money Works
Our streamlined process makes it easy to discover, consolidate, and manage your retirement assets.
Sign Up & Connect
Create your account and securely connect your financial institutions using bank-level encryption.
Automated Search
Our AI scans databases using your employment history to find forgotten 401(k) and retirement accounts.
Consolidate Assets
Get expert guidance to roll over accounts, reduce fees, and optimize your retirement portfolio structure.
Manage & Grow
Use our comprehensive dashboard to track performance, plan for retirement, and make informed decisions.
Sign Up & Connect
Create your account and securely connect your financial institutions using bank-level encryption.
Automated Search
Our AI scans databases using your employment history to find forgotten 401(k) and retirement accounts.
Consolidate Assets
Get expert guidance to roll over accounts, reduce fees, and optimize your retirement portfolio structure.
Manage & Grow
Use our comprehensive dashboard to track performance, plan for retirement, and make informed decisions.
Choose Your Plan
Start with a free search to discover forgotten accounts, then upgrade for complete portfolio management.
Free Search
Perfect for discovering if you have forgotten accounts
- Basic 401(k) search
- Account discovery preview
- Employer history tracking
- Email support
Professional
Complete financial management and detailed results
- Comprehensive 401(k) search
- Detailed account information
- Portfolio dashboard
- Retirement calculators
- Plaid account connections
- IRA transfer guidance
- Priority support
Enterprise
Advanced features for serious portfolio management
- Everything in Professional
- Expert financial consultations
- Advanced portfolio analytics
- Tax optimization tools
- Dedicated account manager
- Custom reporting
- White-glove service
All plans include bank-level security and data encryption. Cancel anytime.