| What it does | An AI family office for households with businesses, property, and financial work to keep up with
| AI-powered analytics platform that turns plain language questions into governed dashboards and insights
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| Stage | Startup
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| Founded | 2025
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| Based in | US
| US
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| Pricing model | Freemium
| Freemium
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| Pricing | 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.
| Community: Free forever (customer-hosted, 1 Analyst + 4 Consumer seats). Starter: $957/quarter or $3,600/year (Analytify Cloud, 5 Analyst + 15 Consumer seats). Business: $3,641/quarter or $13,400/year (Analytify Cloud, 10 Analyst + 30 Consumer seats). Enterprise: from $33,500/year (single-tenant, 20
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| Key features | - 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
| - GenieAIQ: AI assistant that converts plain English questions into SQL queries, charts and narrative insights
- Self-service reporting: Build and personalize dashboards without code using drag-and-drop interface
- Adaptive dashboards: Share and blend organizational and personal datasets on common analytics framework
- Interactive world map analytics: Drill-down geographic analysis from global to city level
- Semantic layer: Governed metrics and business rule definitions standardized across organization
- 750+ data connectors: Supports warehouses, databases, CRMs, ERPs, spreadsheets and business applications
- Real-time data processing: Live pipelines with sub-second refresh and continuous streaming sync
- Enterprise security: SOC 2 Type II, ISO 27001, SSO, RBAC, HIPAA-eligible, GDPR/DPDP-ready
- Embedded analytics SDK: Drop Analytify into existing products and internal workflows
- Open-source MIT licensed: Self-host on your infrastructure with full transparency and no vendor lock-in
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| What makes it different | - 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
| - Governed AI that binds answers to published metrics and permitted columns, eliminating hallucinated numbers
- Choice of LLM: Use OpenAI, Claude, Ollama, or bring your own, run in their cloud or your infrastructure
- Minutes to insights without SQL or analyst bottlenecks: Business users build governed dashboards themselves
- Fully open-source and self-hostable with no per-seat licensing costs
- Built-in multi-tenant row-level security for regulated industries and SaaS companies
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | Not checked yet |
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| Trust Flow (Majestic) | 9 | 6 |
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| Citation Flow (Majestic) | 31 | 17 |
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| Referring domains (Majestic) | 75 | 59 |
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X1 Wealth
Analytify