Policies:
Privacy Policy
Last Updated: November 24th, 2025
Welcome to Annise. Your privacy is important to us, and we are committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use and share it, your rights under applicable privacy laws, and the choices available to you.
By using our website, applications, or any related services (collectively, the “Services”), you agree to the collection, use, and disclosure of your information as described in this Privacy Policy.
1. Who We Are
This Privacy Policy applies to Annise, Inc. (“Annise,” “we,” “us,” or “our”) and its affiliates.
We provide a cloud-based, AI-enabled wealth and expense management platform designed for families, investors, and advisors.
If you have any questions about this Policy, please contact us using the information in Section 10.
2. Information We Collect
We collect information to provide, secure, and improve the Services. This includes:
Personal Information
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Name
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Email address
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Phone number
Payment Information
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Payment card details (processed securely by third-party payment processors)
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Annise does not store credit card numbers
Financial Account & Aggregation Data
If you connect financial accounts or upload documents, we may collect:
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Account balances, positions, and transactions
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Investment data and documents
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Alternative asset information
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Trust, entity, or ownership documents
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AI-extracted data from uploaded files
Data from Plaid, Morningstar/ByAllAccounts, and other third-party providers is collected securely by those providers at your direction.
Technical & Usage Data
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IP address
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Device information
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Browser type and settings
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Cookie identifiers
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Interaction data (e.g., features used, errors encountered)
User-Generated Content
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Data you enter into the platform
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Uploaded documents
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Notes, categorizations, and comments
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Messages exchanged through the Services (if applicable)
3. How We Use Your Information
We use your information to:
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Provide, maintain, and improve the Services
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Enable secure financial account aggregation
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Process subscriptions and payments
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Customize and enhance your experience
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Provide alerts, insights, and performance analytics
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Communicate with you about product updates and support
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Detect and prevent fraud, misuse, or security risks
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Comply with legal and regulatory obligations
We may also use de-identified or aggregated data to improve platform capabilities.
We never sell your personal data or your Customer Data.
4. Sharing Your Information
We do not sell your personal information. We only share information as described below:
Service Providers
Trusted third parties that help us operate the Services, including:
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Hosting and infrastructure providers
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Payment processors
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Account aggregation partners
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Email and customer support platforms
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AI processing tools
These partners are contractually required to protect your data.
Shared Access
If you invite members (e.g., advisors or collaborators), permissioned data will be shared with the users you grant access to.
Legal and Compliance
We may disclose information when required to:
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Comply with a law, subpoena, or legal process
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Protect the rights, property, or safety of Annise, our users, or the public
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Prevent fraud, abuse, or security threats
Business Transfers
In the event of a merger, acquisition, financing, or sale of assets, your data may be transferred as part of that transaction.
5. Your Rights Under U.S. Privacy Laws
Depending on where you reside and which privacy laws apply, you may have certain rights regarding your personal information. These may include the ability to:
Access Your Information
Request confirmation that we process your personal information and obtain a copy of the data we maintain.
Correct Inaccurate Information
Request that we correct or update personal information that is inaccurate or incomplete.
Delete Your Information
Request deletion of your personal information, subject to legal, contractual, and operational retention requirements.
Opt Out of Certain Data Uses
Depending on your state, you may have the right to opt out of:
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The sale of personal information (Annise does not sell personal data)
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The use of personal information for targeted advertising
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Certain types of profiling
Right to Limit Sensitive Information Use
Some states allow you to request limits on the use of sensitive personal information.
Right to Appeal
If we decline a request, some state laws allow you to appeal that decision.
Non-Discrimination
We will not deny services, charge different prices, or provide a different level of service because you exercised your privacy rights.
To exercise your rights, contact us at privacy@annise.io or 1-877-260-5231.
We may need to verify your identity before processing your request.
6. Cookies and Tracking Technologies
We use cookies, pixels, and similar technologies to:
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Authenticate users and maintain sessions
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Remember preferences and settings
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Analyze usage to improve performance
You can manage or disable cookies in your browser settings, though some features may not function properly.
7. Data Security & Retention
We use industry-standard administrative, technical, and physical safeguards to protect your data, including:
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Encryption in transit and at rest
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Role-based access controls
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Multi-factor authentication
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Monitoring and logging
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Regular security audits
We retain personal information only as long as necessary to:
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Provide the Services
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Comply with legal obligations
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Maintain legitimate business records
You can delete your family office and profile at any time.
8. International Data Transfers
Your information may be stored or processed in the United States or other countries where we or our service providers operate.
We implement appropriate safeguards for cross-border transfers as required by law.
9. Updates to This Privacy Policy
We may update this Privacy Policy periodically.
If changes are material, we will notify you via email or through the Services.
The “Last Updated” date reflects the most recent revisions.
10. Contact Us
For privacy questions, concerns, or requests:
Email: privacy@annise.io
Phone: 1-877-260-5231
Address:
Annise, Inc.
1743 Sidewinder Drive
Park City, Utah
Important Info
Why We Do it
There is no easy to use, holistic, investor-focused budgeting and wealth management platform in the market today - especially for those whose financial lives are becoming a little more complex. Most times our transaction data is housed in an advisor platform (or multiple advisor platforms), we keep many spreadsheets to keep track of partnership investments, we give access different trustees and beneficiaries through multiple custodians, we keep physical folders with trust and estate documents, we try to keep our advisors up to date on all of our assets to they can give us holistic advice, and periodically we print out various reports to help our family understand how we’re doing. Annise was built to solve for all of this.
How We Do It
Annise allows you to sync / input / upload your banking accounts, brokerage accounts, and quarterly LP statements. With assets and securities uploaded, it then enriches your securities data with Annise’s security-specific meta data to provide in-depth analytics. Once transactions start coming in, Annise will keep categorizing each transaction, allow for update and reconciliation, and provide insight and opportunities in real time. Establish trust entities and add 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 keep track of performance. Invite trustees, beneficiaries, family, and advisors to access specific assets, trusts or the family office as a whole to ensure access to data and shared understanding of your portfolio. AI-enabled workflows allow for automated reconciliation of custodial statements, and AI agents offer in-depth insight into the macro and micro nuances 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.
Why We're Different
Annise is Investor-focused, and not RIA, budget, trading, or asset-specific. If you’re using an RIA software platform, 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 many don’t offer a budgeting tool. Asset-specific software is great in the sense that it provides in-depth transactions 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.