An AI family office for households with businesses, property, and financial work to keep up with
Free Google Merchant Center suspension checker and audit tool
Stage
Startup
Not given
Founded
2025
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
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.
Free scan with score and top issues. Paid monthly plans: Starter $49 (1 store audit/month), Growth $149 (5 store audits/month), Agency $299 (10 store audits/month), Scale $799 (30 store audits/month).
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
Automated compliance scanning of public storefronts
AI-powered deep analysis on paid plans
Policy violation detection
Google Merchant Center vs store comparison
Product data and price checks
Shopify product feed scan on Agency and Scale plans
Report export on Agency and Scale plans
Priority email support on Agency plan
Dedicated account manager on Scale plan
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
Free scan with no email required upfront, showing score and top 3 issues before deciding to pay
Independent tool not affiliated with Google, focused solely on public store compliance
Actionable fix instructions prioritized by issue severity
Unlimited free re-scans on active subscription
Done-for-you services available for suspension fix, website enhancement, and product feed cleanup