Mobena

7 Total Employees
Year Founded: 2023
Mobena is an after-tax wealth planning platform for complex families and the advisors who serve them. It connects income-tax, estate-planning, and wealth-projection analysis in one model spanning individuals, trusts, partnerships, and their assets. The platform is designed for family offices, registered investment advisors, CPA firms, and integration partners, helping them evaluate the tax and wealth effects of decisions before implementation.