About Us
Annise was born from the frustrations of experienced investors and family wealth practitioners who saw firsthand how fragmented and outdated the tools for managing increasingly complex wealth had become. Our global team of experienced entrepreneurs bring together decades of hands-on experience — not just in building companies, but in actually managing investments, entities, and family structures ourselves. We designed Annise to bring together banking, investments, property, income, and accounting into one intelligent, purpose-built platform — the first comprehensive expense and wealth management solution, a Unified Wealth Operating System (UWOS). We built what we wished we had — a system that’s powerful enough for seasoned investors, yet intuitive enough for the next generation. Whether you’re managing your individual family's wealth, and/or wealth across trusts, LLCs, or multiple family members, Annise brings clarity, control, and simplicity to your entire financial universe.
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Why we do it
Before Annise, there was no easy-to-use, holistic, investor-focused expense and wealth management solution available - especially for those whose lives are becoming a little more financially complex. Typically, transaction data is housed in an advisor platform (or multiple advisor platforms), and numerous spreadsheets are needed to track partnership investments. Then access to different trustees and beneficiaries needs to be provided through multiple custodians, along with physical folders containing trust and estate documents, all in an attempt to keep advisors fully informed so they can provide holistic advice. Additionally, numerous reports need to be printed out to help communicate to family and other stakeholders . Annise enables a family office approach to managing wealth without the overhead of legacy software and the expense of traditional family office infrastructure.
How we do it
Annise allows you to sync, input, or upload your bank accounts, brokerage accounts, and quarterly LP statements. Once assets and securities are uploaded, Annise enriches your securities data with its security-specific metadata to provide in-depth analytics and forecasting. As transactions start coming in, Annise continuously categorizes each transaction, allows for updates and reconciliation, and provides insights and opportunities in real time. You can establish trust entities and assign specific assets to understand income and asset allocation for each trust and individual owner. Add managers of multiple assets and advisors of multiple asset classes to track performance. Invite trustees, beneficiaries, family, and advisors to access specific assets, trusts or the family office as a whole -- ensuring appropriate access to data and shared understanding of your portfolio. Annise’s navigation is simple, intuitive and powerful in the sense that it allows for looking at data at many different levels. Filters allow you to group certain assets, accounts and/or trusts for different views. Finally, all of it is built on a robust general ledger.
In addition, Annise utilizes AI throughout the platform including AI-enabled workflows to allow for automated processing and reconciliation of statements and documents, along with AI agents that assess geopolitical risk, help you determine your effective tax rate, deliver analysis for individual securities and identify insights and opportunities across your portfolio.
Why We're Different
Annise is first and foremost investor-focused. If your portfolio resides within an RIA software platform or multiple custodians, your data is not portable and your RIA might not have access to your whole portfolio, limiting their effectiveness. Budgeting software does a great job of helping you categorize and budget for income and expense, but leaves out a lot of the transaction types and analytics needed to properly manage public and private securities. Trading software is focused on getting you to trade. They don’t do anything to integrate private assets and most don’t offer expense management. Asset-specific software is great in the sense that it provides in-depth transaction data and appropriate analytics but doesn’t consolidate your banking and brokerage accounts. Annise brings all of this together in one easy-to-use consolidated platform to help you holistically manage your wealth no matter where you are on your wealth journey.
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
Our Team
Our Values
Security & Privacy
Your data is yours — always. Annise protects your data with encryption at rest and in transit, two-factor authentication and strict permissioning and access controls so you can manage your wealth with confidence and peace of mind.
Holistic View
All your assets, entities, documents, and relationships in one place. Annise provides a complete picture of your financial life so decisions are faster, smarter, and better informed.
Collaboration
We help everyone work from a single source of truth—families, advisors, accountants, estate attorneys. One platform, shared access, smarter decisions.
AI Optimization
We use AI to eliminate the busywork— reconciliation, document extraction, categorization — and to deliver real-time insights and opportunities across your portfolio.
Investor / Family First
Every feature exists to serve investors and families first. We design and build with a practitioner's eye, simplifying complexity, and prioritizing what is of value to you.
Transparency & Control
You should know exactly where your data lives and who can access it and when. Annise gives you full visibility, permission control, at the family office, trust, account, and asset level.