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── The OS for Modern Wealth™ ──
Your personal family office.
One flat subscription.
No AUM fees. No per-member charges. No surprises.
Unlimited members across every plan — family, advisors, trustees, beneficiaries. Granular permissions. No per-seat fees. Ever.
── Compare plans ──
Everything included, by plan
── Document Intelligence ──
Annise reads the documents your financial life runs on.
From K-1s to capital call notices, trust documents to tax returns — upload once and Annise handles the rest.
Most wealth platforms ask you to enter data manually. Annise reads your documents directly — extracting the details that matter, connecting them to the right assets and entities, and surfacing insights your agents can act on.
"If it lives in your financial life, Annise knows how to read it."
Encrypted at rest and in transit · Annise never trains on your data
Common questions
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