Our Mission

If you manage your own investments across two or three brokerages, you know the feeling: no single place that shows what you own, how you’re allocated, and whether your money is working as hard as it could. And if you hold concentrated stock positions — from years at one company, say — they’re mostly just sitting there.

Avnia Wealth exists to fix both. We bring every account into one clear view, and we turn the stocks you already own and want to keep into steady income — through conservative covered calls, proposed monthly, with guardrails you set once and every action approved by you.

What We Do

One clear view. Connect your brokerages through SnapTrade — a secure brokerage-integration service — or a CSV upload, and see your allocation, cash, and concentrated positions across every account in a single dashboard.

A monthly income plan. Each month, Avnia proposes covered calls on stocks you own and want to keep — conservative strikes, sized to the guardrails you set — and explains every recommendation in plain English: what you’d earn, what could happen, and why it fits your rules. You approve in one tap and place the trade at your own broker.

Guardrails you set once. Choose which stocks participate, cap how much of your portfolio earns income, and keep full control. Avnia connects read-only and never takes custody of your funds — nothing is bought, sold, or assigned without your approval.

Oversight without effort. Alerts for expiring options, upcoming dividends, concentrated positions, and idle cash — plus plain-English reporting on the income you’ve collected and the yield on your holdings.

How We Protect You

Avnia connects to your brokerages through SnapTrade, using secure, OAuth-style logins — your credentials go to the brokerage, not to us. Connections are read-only: Avnia cannot submit orders or move money. Your data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Every recommendation shows its reasoning, and every action requires your approval.

Who We Serve

Avnia Wealth is built for self-directed investors with wealth spread across multiple brokerage accounts — people who want clarity over complexity and steady income without becoming options traders. No jargon, no trading terminal, no second job.

Why We Built It

Avnia started as a tool its founder built to solve a personal problem: seeing the full picture across several brokerages — and making long-held stocks earn their keep without active trading. It is being shaped into a product for investors who want the same clarity and quiet income.

Avnia provides rule-based, educational recommendations to support your own decisions. It is not a licensed financial advisor and does not provide personalized investment advice.

Get in Touch

Have a question before you get started? Our FAQ covers how Avnia works, security, and pricing. Can’t find what you’re looking for? Reach out through Support and we’ll get back to you, usually within one business day.