OSTRY
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NEW How Ostry works with late-stage equity holders

Your capital,
managed with
a steady hand

Join Ostry See why
The considered wealth advisor,
built for a faster decade
Assets Under Management$2.4B
All-in Advisory Fee0.38%
Awards Won7
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Our Difference

Service you'd expect from a family office—unhurried, available, and to the minute

  • Competitive all-in advisory fee of 0.38%.
  • A dedicated wealth team that answers in minutes, not days.
  • Full-service advisory, from concentrated equity to estate planning.
  • “One tap” access to your whole balance sheet, with 360° visibility.

Award-winning firm,
built to compound

We build our own strategies across seven asset classes, then run them with the same team that answers your call.

See our offerings

Ostry Flagship
Large Cap Growth

+

Ostry Ledger
Small Cap Value

+
Pricing

We work hard to keep our
fees simple and very low

OSTRY
0.38%Annual Fee
500$Minimum
  • Dedicated wealth team
  • Professional management
  • Same-hour service
  • Real-time transparency
Become a client
Traditional wealth advisor
>1%Annual Fee
500,000$Minimum
  • Dedicated advisor team
  • Professional management
  • Same-hour service
  • Real-time transparency
iSee Disclosures

Handling high-stakes money decisions for our clients

A city street at night with wet pavement and reflected light — photo by Shuvo Haque on Pexels

We helped a Kestrel Data engineer turn a 25% RSU concentration into a debt-free diversification plan

He came to us with most of his net worth sitting in a single line on one brokerage statement.

How we help startup employees

Rohan

Kestrel Data engineer
RSU diversification

Camille

Technology executive
Yield optimization

Odell

Newly married
Account consolidation
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We left the big banks to manage your capital

Meet the team
Colleagues reviewing work together around a laptop — photo by Alena Darmel on Pexels

Our quietly simple app keeps you close to the numbers

Download app
11:11●●●
$1,847,320.00
Portrait of an Ostry wealth adviser — photo by Ben Khatry on Pexels 1:12
Welcome back, Nadia.
Let's run a performance sweep of your accounts
Chat with your wealth team
Call: 10:00am, Mar 4th, 2026
Home

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Our Thinking

2026 Annual Investor Letter

Nine financial moves to make before year-end

Succession planning: protecting your business and your family

Explore resources

Your wealth must not sit out the next decade

The next tailwind of economic progress is already underway. That is precisely where Ostry comes in.

Our manifesto
Internet Era
2000s
Mobile Era
2010s
Machine Era
Now

A world of wealth awaits

Become a client