Research 13F holdings and institutional ownership across 500+ asset managers
An AI family office for households with businesses, property, and financial work to keep up with
Stage
Not given
Startup
Founded
Not given
2025
Based in
Not given
US
Pricing model
Freemium
Freemium
Pricing
Monthly plan: $19.9/mo includes every quarter of history, full holders lists, 5,000 credits, and daily check-in +20 credits. Yearly plan: $169/yr (saves 29% vs monthly) includes all monthly features plus 60,000 credits and CSV export exclusive to yearly subscribers.
Free account: $0. X1 Wealth membership: $97/month or $997/year. Advisor Pro (1 seat, 10 households): $499/month. Team (3 seats, 18 households): $899/month. Practice (5 seats, 30 households): $1,499/month. Additional households: $50/month. Additional seats: $149/month.
Key features
Quarterly 13F filings normalized from 500+ asset management companies
Co-holdings analysis showing which managers own the same securities
Reported position changes tracking increases and reductions
AMC Screener to browse asset management companies with holdings and portfolio value
AMC AI research assistant backed by 13F data
Industry exposure analysis by GICS sectors
Buy/Sell Trends to spot accumulation and distribution across managers
Watchlist to track favorite stocks and manager position changes
Side-by-side company comparison tool
CSV export capability on yearly subscription
Document organization and filing under entities
Question answering from household records
Document vault with search
Tax return reviews
Estate plan reviews
Weekly Brief with upcoming deadlines
Live bank and account connections
Family governance decision rules
Household readiness tracking
AI assistant integration with Claude and ChatGPT
What makes it different
Covers 556 asset managers with 105,788 holdings across 5,271 stocks
Data sourced directly from official SEC Form 13F filings without substitution or inference
AI-powered research assistant with never-expiring credits
Reads and automatically organizes financial documents under the correct entities
Identifies discrepancies between documents like conflicting K-1s and operating agreements
Prepares questions for professionals with supporting documents and sources
Keeps all household information in one record instead of scattered across professionals
Launched May 2025 with real customer usage in advisory practices
AMC Stocks Hub
X1 Wealth