An AI family office for households with businesses, property, and financial work to keep up with
AI transformation planning and assessment for small and mid-size companies
Stage
Startup
Startup
Founded
2025
2026
Based in
US
US
Pricing model
Freemium
Paid
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.
AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
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
Three guided AI sessions delivered in web app on your own schedule
Voice or text responses with automatic saving
18-month AI roadmap delivered as three PDF documents
One-page summary, roadmap, and companion document
30-day make-it-right guarantee with revision option
Add a Process feature to cover additional processes (coming soon)
90-Day Check-ins to update roadmap (coming soon)
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
Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
No vendor pitch or product recommendations, just independent advice
Includes team assessment with up to six leaders' perspectives
All numbers are labeled and traceable to your own data
X1 Wealth
Tier8