Building the modern
home for your investments.
InvestTrax is a software platform that helps entrepreneurs, investors, and business owners understand every asset they own — and make smarter financial decisions.
Led by operators, engineers, and builders.
Frankie Haddad
Founder, CEO & Majority Owner
Frankie Haddad is the Founder, CEO, and Majority Owner of InvestTrax. He oversees the company's vision, strategy, operations, and long-term growth, ensuring the platform delivers real value while staying fast, secure, and scalable as the business expands.
A tracker built out of necessity.
InvestTrax started with a simple observation: entrepreneurs were managing serious money across spreadsheets, notes, and disconnected apps. We set out to build one calm, organized place to see every investment — from a rental property to a share of stock — with the same clarity a great operator brings to their business.
Make financial clarity effortless.
Give every entrepreneur and investor the tools to organize their finances, measure real returns, and make confident decisions — without spreadsheets and without noise.
A universal home for private and public assets.
One platform where a business owner can track their company, their portfolio, and their cash flow — with the analytics and forecasting that were once reserved for institutions.
Because good software changes behavior.
When people can see their finances clearly, they act on them. Clean design and honest numbers help investors stay disciplined, entrepreneurs stay informed, and long-term wealth actually get built.
A short company history.
The Idea
Frankie identified a gap: entrepreneurs had no simple way to track every investment in one place.
First Prototype
Early builds validated the core ROI engine with a small group of business owners and investors.
Public Launch
InvestTrax launched publicly with manual tracking, live market data, and an AI-powered assistant.
Future Vision
Expanding into deeper analytics, forecasting, and tools that help operators grow long-term wealth.
How we work.
Clarity
Complex finances made simple, visual, and honest.
Trust
Security and accuracy are non-negotiable.
Craft
We obsess over the details others overlook.
Ownership
We build for people who take their finances seriously.
Serious software for serious investors.
Try InvestTrax and see every investment you own in one place.