AI-native Business Intelligence and Enterprise Search
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
EE
US
Pricing model
Paid
Freemium
Pricing
Starter: $1,450/month (up to 15 active explorers, unlimited viewer users); Growth: $2,550/month (25 active explorers included, $30/mo for additional explorers); Custom: Contact for custom plans with advanced features and dedicated support.
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
Explainable AI answers with transparent reasoning
Governed semantic layer with metrics and relationships
Permission-aware access control
No-code analysis and exploration
Integration with Slack and Claude
SQL code blocks and developer tools
Query caching and usage analytics
Automated alerting and recurring reports
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
AI agent that understands governed metrics and definitions without guessing
Metrics that survive product changes and remain consistent
Fully explainable analysis with transparent reasoning chain
Living documents that maintain explainability when shared
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
Supersimple
X1 Wealth