An AI family office for households with businesses, property, and financial work to keep up with
Stage
MVP
Startup
Founded
Not given
2025
Based in
Not given
US
Pricing model
Paid
Freemium
Pricing
Side Project plan at $29/month (1 project, 1 seat, 4 agents), Full-Time plan at $49/month (1 project, 3 seats, all 6 agents), and Portfolio plan for multiple projects (custom pricing). 7-day free trial with 30-day money-back guarantee.
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
Metrics dashboard with revenue, customers, traffic, conversion and retention data
Digital Profile with business context and goals
Journal for historical context and decision tracking
Insights delivered via Slack, WhatsApp and Discord
Stripe and product analytics integration
Growth goal tracking and focus alignment
Weekly ranked recommendations prioritized by impact
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
Built specifically for SaaS founders, not a generic dashboard
Combines metrics with business context and goals to deliver ranked insights
Designed for bootstrapped SaaS founders with minimal overhead
Delivers insights directly to you without requiring data team maintenance
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
Powsight
X1 Wealth