── WHO WE SERVE • Individuals & Families ──
Your wealth has evolved. Your software hasn't.
Annise gives individuals and families with increasingly complex wealth the infrastructure, intelligence, and clarity of a personal family office — with a team of AI agents working for you 24/7, and a single goal: zero work for you.
── Is Annise for you? ──
Annise is built for you if —
── The Core Problem
Wealth this complex deserves better infrastructure.
Most investors are managing their financial life across four or five disconnected systems — a custodian portal here, a spreadsheet there, a document folder their accountant can't access, a budgeting app that knows nothing about the next capital call.
Each tool does its job. None of them talk to each other. And the person holding it all together — synthesizing, reconciling, translating — is you.
Annise was built to change that by replacing old school, disconnected, and expensive tools.
── Platform Capabilities ──
What Annise gives you.
── The AI Agent Team ──
Your own team of financial experts.
Powered by Ai.
Each agent is built around a distinct domain of your financial life — each one working from your complete wealth picture. Not generic AI. Not a chatbot. A team with full context.
── In Their Words ──
What individuals and families say about Annise.
── Pricing Transparency
No AUM fees. Ever.
Annise runs on a flat monthly subscription — $39.99 to $139.99 depending on the plan you need. No percentage of assets. No per-seat charges. No long-term commitment. Your data remains yours. No surprises as your wealth grows.
The more your portfolio grows, the more Annise saves you — relative to what a traditional family office or AUM-based platform would cost.
