How would you like to work with Aure?
Wealth and Tax Management
One place for your investments, cash, taxes, real estate, and business. One fixed annual fee.
Zero AUM Fees
Fiduciary
Asset Custody at Schwab
Your Wealth. Your Rules. Full Transparency.
Grow
Dedicated advisor-managed portfolios.
Customized to your risk tolerance & goals
Strategic, tax-efficient asset allocation
Household coverage across all accounts
Preserve
Integrated tax + investment strategy.
Tax-smart management of cash reserves
Opportunistic tax loss harvesting
Tax strategies across your household
Protect
Risk management.
Options overlay to manage stock concentration
Insurance and estate planning coordination
Tax notice and audit support
A better model for your wealth
Traditional advisor (~1%) and robo-advisor (~0.25%-0.50%) fee figures are industry averages based on NerdWallet, "How Much Does a Financial Advisor Cost in 2026?"
Confidence across your financial life
Aaratee Rao, Founder
- •40 Under 40 Honoree, Silicon Valley
- •Featured in Forbes
- •Former Managing Director, JPMorgan
Aure is inspired by the Latin word for gold.
Aure is a financial company bringing wealth management, tax, and technology together for high-income households.
Aure began as a personal frustration with how disconnected wealth and tax management are. I have spent my career at the intersection of tech and finance in Silicon Valley, and I know firsthand how complex financial life can become for high-income households. High taxes, real estate, concentrated wealth in employer stock, and different federal and state tax rules can create a lot to manage.
After more than 20 years working across leading tech companies and top U.S. financial firms, I found myself managing an increasingly complex personal financial life. I wanted an integrated solution that connected wealth, tax, cash, and investment decisions without lock-ups, percentage-based advisory fees, or hidden agendas.
Without control of your finances, stress and uncertainty can build quickly. We believe managing your financial life should be simpler and more transparent. So, we created Aure.
We're here to give you the clarity and control to build the life you want for you and your family.
Streamline your
wealth and tax management
Tax Efficient
Invest in U.S. Treasury bills that are exempt from state income taxes, potentially improving after-tax returns for residents of high-tax states.
High Liquidity
Highly liquid with one-day settlement, giving you quick access to your funds when you need them.
T-Bill Laddering
A personalized T-bill laddering strategy aimed at potentially higher average yields while preserving liquidity.
Get clarity and control with an integrated financial platform
Tax Summary & Projections at a Glance
See your personalized tax plan, filing status, quarterly estimates, all on your dashboard so you can stay ahead of underpayment penalties.
- Tax planning tailored to your unique financial situation and state residency
- Quarterly federal and state tax estimates to help you avoid penalties
- Federal and state return filing and representation in case of audit
Full Visibility Into Your Investments
See your holdings, T-Bills, asset allocation, quarterly performance & risk analysis, and quarterly fees charged, all on your dashboard, anytime.
- Year-round licensed fiduciary support for the entire household
- Review portfolio performance, risk, liquidity, and tax opportunities
- Track covered calls, cash-secured puts, and Solo 401(k) accounts
Business Compliance Hub
Your dashboard highlights upcoming deadlines so you never miss a filing. Securely store compliance documents in one place, and easily upload and track business receipts and invoices.
- Business entity filing deadlines tracked
- Compliance documents including EIN, Articles stored securely
- Upload receipts and categorize business expenses
Rental Management, Simplified
View and track property-level data on your dashboard, and stay organized for Schedule E. Securely store depreciation schedules and lease documents in one place, and easily upload and track rental receipts and invoices.
- Upload receipts & categorize rental expenses by property
- Documents including lease, depreciation schedules stored securely
- Schedule E and 1099-NEC ready records
Personal & Business Spend, in One View
Connect your personal and business cards to automatically organize spending by category, and understand where your money goes across personal and business expenses.
- Connect personal and business cards into one categorized view
- See everyday transactions tagged personal or business for Schedule C and E
- Review 90-day spending to size your T-bill cash reserve
Images are provided to demonstrate platform features and are for illustrative purposes only. They should not be relied upon as investment, tax, or legal advice.
Why Aure
Your Portfolio Grows. Your Fee Doesn’t.
Your advisory fee should not keep increasing simply because your portfolio grows. Aure charges a transparent flat annual fee, giving you access to integrated wealth and tax management without a traditional percentage-of-assets fee.
Wealth + Taxes, Managed Together
Investment management, tax planning, and tax filing should not operate in separate silos. We coordinate them with your cash, retirement, concentrated stock and options strategies, business, and real estate so financial decisions can be evaluated together, including their tax impact.
Fiduciary & Regulated
As a licensed fiduciary, we are legally and ethically obligated to act in our clients' best interests at all times. No commissions, no hidden incentives, just unbiased advice aligned with your goals. Our planning is designed around the complexities many high earners face.
Secure by Design
Your assets are held with Charles Schwab, a leading independent custodian. We use bank-level security practices, including multi-factor authentication and 256-bit AES encryption, to safeguard your data both in transit and at rest. We never sell your data, and Aure never uses your personal financial data to train AI models.
Ready for advice built around your life?
Talk to a licensed fiduciary advisor about your wealth and tax strategy.