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.
── 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.
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.
── 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.
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.
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 CRE 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, PE
── 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
i.
PLATFORM
Connects to 12,000+ institutions, with every account encrypted in transit & at rest.
ii.
AGENTS
Read your statements & K-1s, then map every account, entity & trust.
iii.
TEAM
Specialists who handle the complex cases & 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.
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.
COMMON QUESTIONS
Your questions, answered.
Still have questions? Our team understands complex portfolios.
Annise is an AI-powered unified wealth intelligence system 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.
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.
Most wealth tools show you accounts. Annise is built around how families actually hold wealth: across entities, trusts & generations. It replaces spreadsheets & scattered portals with a single source of truth, then puts a team of specialized AI Agents to work across your complete financial picture.
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Organized the way you own it. Group assets by trust, entity, manager & advisor.
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CFO-level reporting. Balance sheet, income statement & cash flow, not just net worth.
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Always current. Values across banking, brokerage, alternatives, real estate & crypto update every 20 minutes.
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Agents with full context. Five specialized Agents (Back Office, Budget, Portfolio, Tax & Estate) work across your entire picture. Not generic AI. Not a chatbot.
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Your whole team, one platform. Invite unlimited advisors, trustees & family members, with granular permissions.
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Transparent pricing. No AUM fees. No per-seat charges.
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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.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.
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. Independent SOC2 Type II audit of our security controls completed and ongoing.
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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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.
Yes. Annise works best on the web for deep analysis and financial management, with quick-access and insights available via iOS, widgets, Apple Watch.
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.
No. Annise is a technology platform for organizing, understanding and managing your wealth. It does not provide investment, tax, or legal advice.
─── The OS for Modern Wealth™ ───
Fragmented wealth leads
to fragmented advice.
Give your balance sheet full context.
Banking, brokerage, alts, real estate, entities, and trusts — scattered across spreadsheets, portals, and advisors. Annise unifies your complete financial picture into one live system, where specialized AI Agents give you and your team the context needed to make smart decisions.
No credit card required. Cancel anytime.
No AUM fees · No per-seat charges · No surprises