Mobena is the first integrated income tax, estate planning, and wealth management platform built for complex families.

Features

• Models income tax for an entire family, for any period of time, including complex assets
• Calculates income tax the way that CPAs do, with real tax calculations
• Accurately models grantor and non-grantor trusts

Who’s it for?

Family offices, UCNW, and advisors serving these families.

Headquartered in Baltimore, MD. Founded in 2023.