THE OS FOR MODERN WEALTH
TM
Track every account, trust, entity, property, alternative investment, and document in one place.
Organize your entire financial life, track performance across public and private assets, and unlock AI-powered insights from your wealth data and documents.
NO AUM FEES · NO PER-MEMBER CHARGES
With multiple real estate investments and trusts, plus a deep muni portfolio, keeping it all straight was a challenge. Uploaded all my historical data so I can calculate my MOICs and IRRs. Major time save.
── Tom C. · Retired Commercial Real Estate Investor ──
── The Annise Difference ──
One unified picture. A team of Agents with full context.
Most platforms show you a slice. Most AI sees even less. Annise brings every account, entity, and asset into a single system — then puts a team of specialized Agents to work across your complete financial picture.
i.
The Platform
Your entire financial life, unified in one living system.
Every account, asset, entity, and trust. Every income stream and expense. Banking, brokerage, alternative assets, real estate, and crypto — brought into a single picture. Every value, updated.
ROADMAP
The team keeps growing.
Every Agent learns continuously from your data. New Agents join as we build — here’s what’s next.
── See the Platform ──
So this is what full context looks like.
Every account, asset, transaction, entity, and trust. One source of truth, built for the complexity of modern wealth.
── The Annise Difference ──
One unified picture. A team of Agents with full context.
Most platforms show you a slice. Most AI sees even less. Annise brings every account, entity, and asset into a single system — then puts a team of specialized Agents to work across your complete financial picture.
SINGLE SOURCE OF TRUTH — You invite. Everyone comes to you.
Advisors, trustees, and family all work from the same picture — seeing only what you’ve chosen to share. Granular permissions. No per-member fees.
── See the Platform ──
So this is what full context looks like.
Every account, asset, transaction, entity, and trust. One source of truth, built for the complexity of modern wealth.
── Our True North ──
Your data is yours. Always.
Annise is built with privacy and protection at its core. We never sell, share, or monetize your information. You decide who has access — and to which accounts and holdings. And if you choose to change custodians or advisors, your data stays with you.
Powered by the infrastructure you trust.
Institutional-grade data, custody connections, and engineering — working behind the scenes for you.
BACKED BY
Integrations & Data Partners
See Your Complete Wealth Picture in One Platform.
Brokerage, banking, alternatives, trusts, and real estate
Replace spreadsheets with real-time performance reporting
Track MOICs, IRRs, and capital calls automatically
Invite unlimited advisors, trustees, and family members
No AUM fees. No per-member charges. No Surprises.
Your Wealth. Your Platform. Your Agents.
Your Team.
Our goal: zero work. Your platform, your agents, and your team do the heavy lifting.
Annise connects to 12,000+ financial institutions and uses AI to read your statements and K-1s — standing up your portfolio, private holdings included, from the documents themselves.
And when something gets complex — a direct deal with no schedule, a trust amendment, a bespoke investment — your team is one click away. Not a ticket queue. Not a chatbot. Specialists who know complex portfolios, provide solutions, and get you up and running.
Your Wealth. Your Platform. Your Agents.
Your Team.
Our goal: zero work for you. Your platform, your agents, and your team do the heavy lifting.
Annise connects to 12,000+ financial institutions and uses AI to read your statements and K-1s — standing up your portfolio, private holdings included, from the documents themselves.
And when something gets complex — a direct deal with no schedule, a trust amendment, a bespoke investment — your team is one click away. Not a ticket queue. Not a chatbot. Specialists who know complex portfolios, provide solutions, and get you up and running.
What people are saying about Annise.
We gave Annise a try, we are so glad we did. Now we have all our accounts, assets, alternatives in one place — it’s made keeping track of everything so much easier, especially capital calls. It’s been almost a year using Annise. Not sure how I managed it all before.
── Charles O. Retired AdTech Executive
I’d been looking for a solution for a while when I found Annise. With multiple real estate investments and trusts, plus a deep muni portfolio, keeping it all straight was a challenge. Very happy so far — uploaded all my historical data so I can calculate my MOICs and IRRs. Major time save.
Tom C.
Retired Commercial Real Estate Investor
We’ve been using Annise and have been impressed with the user interface and the visibility across all our accounts. We can now categorize expenses regardless of where they’re transacted — giving us a much clearer sense of our outflows and greatly simplifying our year-end summaries.
Dan H.
Retired Technology Executive
Very happy I came across Annise. After years of spreadsheets, I was ready to try something new. With a large, complex portfolio I expected onboarding to be a challenge — the Annise team was great and got me up and running quickly.
Sam M.
Managing Partner, Private Equity
Frequently Asked Questions
What is Annise?
Annise is an AI-powered Unified Wealth Operating System (UWOS) that brings together your banking, brokerage (including crypto), alternative investments, personal assets, trusts, and accounting into one intelligent platform — delivering family-office-level capabilities and insight without the cost or complexity.
Who is Annise for?
Annise is built for investors, families, and their advisors managing growing or complex wealth. It’s ideal for anyone outgrowing tools like Quicken or spreadsheets and needing a holistic view across public and private assets.
How much does Annise cost?
Annise uses simple, feature-based pricing. Start with unlimited syncing of banking, brokerage, real estate, and alternative assets. Upgrade for advanced features like trusts, deeper analytics, and AI automation. Each tier offers unlimited usage of features (e.g no per member, document ingestion, or other "per usage" charges.)
You can try everything free for 30 days — no credit card required.Does Annise offer a free trial?
Yes. Every account includes a full 30-day free trial with access to all features. At the end, choose a plan that fits your needs or cancel anytime.
How does Annise handle security and privacy?
Your data is always yours — portable, private, and never sold. Annise protects your data with encryption at rest and in transit, two-factor authentication, secure data aggregators (such as Plaid), and strict permissioning and granular permission controls so only authorized people can view specific accounts or assets.
Which accounts and assets can I connect?
You can connect and sync:
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Banking and credit cards
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Brokerage accounts (401(k), IRA, HSA, taxable)
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Crypto accounts (e.g., Coinbase)
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Real estate and private investments
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Private equity, venture, and alternative assets
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Personal property, mortgages, and trusts
Both automated and manual tracking are supported.
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How do advisors or family members access my data?
You control access at a granular level — granting view or edit permissions by trust, entity, and coming soon — account and asset. Invite advisors, trustees, beneficiaries, or family members with precisely defined visibility.
Does Annise work on mobile devices?
Yes. Annise works best on the web for deep analysis and financial management, with quick-access and insights available via iOS, widgets, Apple Watch.
Can Annise help with setup or historical data?
Yes. Annise offers onboarding and basic setup assistance. For more complex historical data, reconciliations, or document ingestion, white-glove support is available as an optional service.
Does Annise offer financial advice?
No. Annise is a technology platform for organizing, understanding and managing your wealth. It does not provide investment, tax, or legal advice.
What makes Annise different from other wealth tools?
Annise is built around how real families manage wealth — across entities, trusts, and generations — not just accounts. It’s designed to replace spreadsheets, reduce fragmentation, and create a single source of truth for complex financial lives. Annise provides:
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Holistic view of wealth
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CFO dashboard including balance sheet, income statement and cash flow
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Real time (updated every 20 min) financial data
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AI enabled agents
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Ability to group assets by trust, manager and advisor
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24/7/365 working for you
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