| What it does | Your data, finally readable.
| An AI family office for households with businesses, property, and financial work to keep up with
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | US
| US
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| Pricing model | Freemium
| Freemium
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| Pricing | Free: 3 pages, 5 data sources, all chart types, public sharing links, manual refresh. Pro: $19.99/month or $215.99/year for 25 pages, 25 data sources, custom domain, priority support (12h), early access to new features.
| 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.
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| Key features | - Connect CSV, Google Sheets, REST APIs, Airtable, Notion, Excel, JSON, PostgreSQL, MySQL, and HubSpot
- Drag-and-drop no-code editor with templates
- 9 chart types: bar, line, area, pie, scatter, grouped, stacked, and multi-series
- Embed anywhere with one-line iframe code
- Live data sync - pages update automatically when source changes
- Custom domain support for branded client-facing pages
- Customizable fonts, colors, and logo for white-label branding
- API credentials encrypted at rest using AES-256
| - 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
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| What makes it different | - No credit card required for free tier - 3 pages forever
- No AI writing numbers or hype - just your data looking good
- Projected 3× faster status reporting vs. writing update emails
- Clients see live data without needing an account or login
| - 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
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 2 | 9 |
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| Citation Flow (Majestic) | 12 | 31 |
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| Referring domains (Majestic) | 9 | 75 |
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Whizard
X1 Wealth