── 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was born from the frustrations of experienced investors and family wealth practitioners who saw how fragmented and outdated the tools for managing complex wealth had become.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.

The tools for modern wealth are fragmented and outdated.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.