Founder
Peter Rosseau
Peter has worked in finance operations for the last 5 years, also operates a venture capital fund, and lives outside of Washington, DC.
About
We built Tablewealth to give you control over your financial life.
Tablewealth is a startup dedicated to personal finance, wherever you do it: Excel, Google Sheets, a native app, or an app you build yourself.
Team
Tablewealth's team lives in San Francisco, Dallas, Nashville, and Washington DC.
We operate entirely remotely, but we often get together in these cities to plan and collaborate live. Let us know if you're around, and we'd love to get coffee.
Head of Operations & Customer Success
Dan Faber
Dan has worked in financial technology for 10 years and lives in Dallas, TX.
Why Tablewealth
Personal finance should work wherever you do, however you want to.
Your financial life does not live in one format
Some work belongs in a dashboard. Some work belongs in a spreadsheet. Some work belongs in a custom tool. Tablewealth is built so the same connected financial data can support each of those surfaces.
Spreadsheets are still where people think
Excel and Google Sheets are flexible, familiar, and easy to adapt. Instead of replacing them, Tablewealth makes them more useful by keeping balances, holdings, transactions, and workflows connected.
Control matters as much as convenience
Personal finance software should help you understand and use your own data without forcing you into one product opinion. Tablewealth is designed around user-controlled sources, exports, APIs, and app workflows.