A Common Problem
Financial tools forget we're people with relationships
The result?
- Important documents scattered everywhere
- Feeling alone with money worries when family could help
- The "money talk" gets pushed off again
Sabal's Solution
Bring together people, information, and insights
The result?
- One secure place for everything that matters
- Tailor what you share with family or financial professionals
- Regular conversations that avoid surprises
Designed for Interconnected Families
Powerful Yet Easy To Use
See your complete financial picture in one view – with privacy controls that let you share exactly what you want with family members and advisors.
Key Features
Net Worth Tracking
One view that tracks all your assets, liabilities, and investments over time.
Connect to over 12,000 financial institutions automatically or add accounts manually.
Dual-Key Storage
Safely store wills, medical directives, financial records, notes, and passwords in your workspace's vault.
Each item is encrypted with a unique key, providing two layers of security while allowing selective sharing.
Smart Checklists
Break down your todo-list into managable steps that tap into your workspace data and our financial experience.
Assign tasks to workspace members to track progress together. Pick a template from our library or create your own.
Contact Management
Organize your financial network in one secure, easily accessible place.
Store essential contact information for doctors, lawyers, and financial advisors with notes for sharing.
Customized Insights
Transform complex financial data into clear, actionable visualizations tailored to each person's needs and permissions.
See spending by category, investments by sector, and personalized reports all from one account.
Your Family's Information is Safe With Us
We protect your family's sensitive information using the same encryption and security measures used by financial institutions and recommended by government security experts.
- We encrypt your data
- We require multi-factor authentication
- We never sell your information
Join the First Families Managing Wealth Together
Sign up now to get exclusive early access to Sabal's collaborative wealth platform. Early members receive their first month completely free and the opportunity to provide feedback on what we features we'll add!
Common Questions
No, Sabal never stores your sign-in information for financial institutions.
When you connect an account, we use secure, industry-standard practices to establish a read-only connection. Your credentials are transmitted securely to the institution but are not stored by Sabal or our connection partners. This way, we can provide up-to-date information about your accounts without compromising your security or privacy.
Learn more about how Plaid handes your financial data on their website.
We use multiple layers of protection, including AES-256 encryption for stored data and TLS 1.2+ protocols for data in transit. All workspace access requires two factors of authentication and we use isolated data storage to keep your information private and secure.
Each item stored in your workspace vault (files, notes, passwords) is encrypted with a unique key following a practice called “envelope encryption.” This means that even if someone were to gain access to the stored vault conent, they would not be able to read the data without each encryption key.
Sabal runs a Vulnerability Disclosure Program that defines how security professionals can contact Sabal in the event they find an issue and how Sabal will respond.
No. When connecting to your institutions, we receive limited, view-only access to the accounts you choose. Neither Sabal nor our partners can move money or see full account numbers.
No, not necessarily. Workspace permissions are customizable, giving you full control over what each person can see and do:
- You decide what each workspace member can see and do.
- Permissions can be tailored to balance transparency with privacy, based on each workspace member’s role.
- You can easily add or remove members or adjust their permissions at any time within the app.
Yes. Our Financial Check-In feature highlights important changes and unusual activity, making it easier to catch potential issues quickly.
We do not currently have alerting functionality.
Each institution updates at a different rate, but we’ll process every update we’re provided. Most connected accounts update daily, with some updating four times a day.
Manual accounts are updated as often as you’d like.
Don’t worry about limits - Sabal is designed to grow with your family’s needs. Invite as many people and connect as many accounts as you’d like.
Free Wealth Management Resources
Curated tools and guides for for protecting your finances and working with others to build wealth.
Credit Freeze Checklist
A comprehensive guide to freezing your credit reports to prevent identity theft
- Step-by-step process for freezing credit at all three bureaus
- Tracking worksheet for freeze confirmations and PINs
- Instructions for temporarily lifting a freeze when needed
Your Parents' Finances: What's Your Role?
Figure out how to best support your parents' financial health based on thier situation and comfort level
Have you initiated end-of-life planning conversations with your parents?
Are your parents susceptible to financial fraud or exploitation?
Credit Alert Checklist
A guide to placing fraud alerts when you suspect potential identity theft
- Understanding the various types of fraud alerts
- Direct contact information for all three credit bureaus
- Supplemental identity theft recovery procedures
Wealth Words
A collection of terms and phrases essential to wealth management
Power of Attorney (POA)
Legal document that authorizes a designated individual to act on another's behalf in financial or legal matters.
Representative Payee
Individual appointed to receive and manage government benefits for someone unable to manage their own funds.
Meet the Founder
I'm Allen, the founder of Sabal Finance. After years building financial products, I couldn't find a tool that let me manage my finances, help my parents plan their retirement, and support older family members from fraud with appropriate privacy.
Finance involves numbers and emotions. I built Sabal to help with both: keeping families on the same page, while providing privacy and insights.
With you every step of the way,
Allen Sanford