Portfolio clarity
See holdings, valuations, performance history, and investment activity without piecing together separate records.
A clearer way to invest
Put your financial future in one view.
Invest Haun helps you bring investments, financial accounts, goals, documents, and professional guidance together—so every decision starts with a clearer picture.
Registration is free. Identity verification and product eligibility may be required before investing.
Financial overview
One connected view
Investor support
Guidance when needed
Secure onboardingIdentity and account verification
Clear reportingPortfolio and transaction visibility
Goal-led planningProgress connected to your priorities
Advisor accessPlans, recommendations, and messages
Built around the investor
More than a place to view a balance.
Your dashboard brings the information behind your financial decisions together, with secure workflows for every important action.
Financial picture
Record bank, cash, crypto, property, business, retirement, and other accounts in one organized workspace.
Guided decisions
Review advisor plans and recommendations, schedule conversations, and keep important communication together.
Goals that stay visible
Turn long-term ambitions into trackable targets and follow your progress as your financial picture changes.
Controlled funding
Submit supported deposit requests with transaction references and payment proof, then follow each review status.
Documents and reports
Keep private documents, account records, and printable financial reports available from your authenticated portal.
Our team
Expertise behind every part of the investor experience.
Invest Haun brings financial guidance, client operations, portfolio oversight, and secure technology together around the needs of each investor.
Meet the Invest Haun team
Katie Haun
Founder & CEO
Diogo Monica
General Partner
Chris Ahn
Partner
Breck Stodghill
Partner
Mark Beylin
Senior AssociateYOUR FINANCIAL POSITION
Built to make the whole picture easier to understand.
Everything in context
Know what you own, what you owe, and what comes next.
Good decisions depend on good information. Invest Haun connects portfolio activity with the rest of your financial life.
- Track assets and liabilitiesBuild a current view of net worth and the commitments affecting it.
- Understand cash flowRecord income sources, expenses, and account activity in a structured way.
- Follow investments over timeReview holdings, purchase details, valuations, and eligible redemption requests.
- Keep advice connectedReceive plans and recommendations in the same environment as your financial records.
How it works
From registration to an informed portfolio.
A clear onboarding path helps protect the platform and gives you the information needed to make considered choices.
Create your account
Register with your details, create secure credentials, and verify your email.
Complete your profile
Provide identity and financial information so your account can be reviewed.
Review opportunities
Compare active products, risk levels, terms, fees, and available guidance.
Track your progress
Follow funding, holdings, portfolio value, goals, statements, and updates.
Security with purpose
Protection at the moments that matter.
Security is woven into account access and sensitive financial workflows—not added as an afterthought.
- Verified account accessEmail verification, secure sessions, password recovery controls, and optional two-factor authentication.
- Sensitive-action checksPIN and one-time-code confirmation help protect important account changes.
- Private information handlingSensitive account numbers are encrypted and masked in normal views.
- Traceable operationsKey administrative and financial actions retain reviewable history.
Investor reminder
Protect your access as carefully as your capital.
Use only official Invest Haun pages, choose a unique password, enable added security where available, and never share your password, PIN, one-time code, private key, or recovery information.
Read investor essentialsStart with a clearer view
Bring your investing journey into focus.
Create your secure client account, complete your profile, and explore the opportunities available to you.