── ABOUT • ANNISE
The OS for Modern Wealth.
Annise was born from the frustrations of experienced investors and family wealth practitioners who saw how fragmented and outdated the tools for managing complex wealth had become.
We designed Annise to bring banking, brokerage, alternatives, real estate, crypto, income, and expense into one intelligent, purpose-built platform — the first Unified Wealth Operating System.
We built what we wished we had — powerful enough for seasoned investors, intuitive enough for the next generation, and accessible to more families.
Founded
By investors, for investors
Global team of entrepreneurs and family-wealth practitioners.
Built On
Decades of hands-on experience
Investors, operators and advisors who have lived the problem firsthand.
Platform
Unified Wealth Operating System
Banking, investments, property, income and expense in one system.
Principle
Clarity. Control. Simplicity.
For individuals, trusts, LLCs, and multi-generational families.
What do I get in my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan, stay on the platform with limited functionality and advertising, or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Just syncing brokerage accounts is fee, when you start to add alternative assets, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
Does Annise charge for Support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historic data to properly calculate MOICs / iRRs or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historic data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.
Frequently Asked Questions
The tools for modern wealth are fragmented and outdated.
Before Annise, there was no easy-to-use, holistic, investor-focused wealth and expense management solution — especially for those whose lives are becoming a little more financially complex.
Transaction data is typically housed in advisor platforms, with spreadsheets tracking partnership investments, multiple custodians managing different trusts, and physical folders holding estate documents — all to keep advisors informed enough to provide holistic advice.
Annise enables a family office approach to managing wealth without the overhead of legacy software or the expense of traditional family office infrastructure.
Sync, enrich, and unify — then let AI do the busywork.
Annise lets you sync, input, or upload bank accounts, brokerage accounts, and quarterly LP statements. Once assets are loaded, Annise enriches your securities data with security-specific metadata to provide in-depth analytics and forecasting. As transactions come in, Annise continuously categorizes, allows for reconciliation, and surfaces insights and opportunities in real time. You can establish trust entities, assign specific assets to understand income and allocation for each trust and individual owner, and invite trustees, beneficiaries, family, and advisors with appropriate permissions.
AI agents handle processing and reconciliation of statements and documents, assess geopolitical risk, determine your effective tax rate, deliver security-level analysis, and identify insights across your portfolio.
First and foremost, investor-focused and independent.
If your portfolio resides inside an RIA platform or multiple custodians, your data isn't portable and your RIA may not see your whole portfolio. Budgeting software handles categorization well but leaves out the transaction types and analytics needed to properly manage public and private securities.
Trading software gets you to trade. Asset-specific software gives great depth but doesn't consolidate banking and brokerage. Annise brings all of this together in one easy-to-use consolidated platform — so you can holistically manage your wealth no matter where you are on your wealth journey.
── The Team ──
Built by people who’ve managed it themselves.
One platform for your entire wealth picture.
Annise is an easy-to-use wealth and expense management solution, powered by a team of AI agents, that helps you and your advisors manage your assets and net investments — saving you time, money, and ensuring you always have the latest insights and opportunities across your portfolio.
── Our Values ──
Six principles, one operating system.
Start your journey
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