Business intelligence
X1 Wealth
An AI family office for households with businesses, property, and financial work to keep up with
- 0community votes
- 33DR by Ahrefs no change since last check
- 2025founded
Ahrefs Domain Rating listed 6 Nov 2026, relisted 6 Nov 2026.
AI-powered platform that organizes financial documents and records for complex households, reads documents to file them under the correct entities, answers
What it is
X1 Wealth: the homepage
X1 Wealth is an AI-powered family office platform designed for households with multiple businesses, properties, trusts, and financial professionals. The software reads and organizes financial documents, automatically filing them under the correct business, property, trust or person. It answers questions about the household's financial records by citing the source documents and prepares communications for external professionals like CPAs, attorneys, and wealth advisors.
The platform helps households maintain a complete financial record where each professional currently sees only one piece. It identifies discrepancies between documents, such as conflicts between operating agreements and tax documents, and surfaces items that need attention within the next 90 days. Users can add documents from their own accounts and tools, confirm entity connections, ask questions in plain language, and share prepared materials with their advisors and professionals.
X1 launched in May 2025. The company is based in San Diego and New York and operates as X1 Wealth Technologies, Inc., a Delaware corporation. It is not a registered investment adviser, broker, bank, law firm or accounting firm, and does not hold assets or provide investment advice. The platform offers a free account with basic document storage and question allowances, plus paid membership that adds automatic document organization, specialist reviews, and live bank connections.
Listed capabilities
- 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
Pricing
Pricing model: Freemium
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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X1 Wealth metrics
| Metric | Value |
|---|---|
| Domain Rating | 33 no change since last check |
| Trust Flow | 9 no change since last check |
| Citation Flow | 31 no change since last check |
| Referring domains | 75 no change since last check |
| External backlinks | 334 no change since last check |
Ahrefs Domain Rating listed 6 Nov 2026, relisted 6 Nov 2026. Listed under topic: Computers/Internet (9). Majestic listed 6 Nov 2026, relisted 6 Nov 2026. Link data listed by Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
X1 Wealth domain listing data
Show the listing data
| Domain age | 2 years |
|---|---|
| Registered | |
| Expires | |
| Registrar | Cloudflare, Inc. |
| DNSSEC | Signed |
Before you launch
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Quick answers
Is X1 a registered investment adviser or does it provide investment advice?
No. X1 is not a registered investment adviser, broker, bank, law firm or accounting firm. It does not hold money or assets, provide investment advice, or replace the judgment of your CPA, attorney, or advisor. Your professionals keep their judgment and licenses while X1 makes their work easier to see.
Do my clients need to buy household membership to use X1 in my practice?
No. Clients do not need to sign up or buy household membership for your firm to prepare an internal review. The included client capacity in professional plans covers work in your professional workspace.
Can I connect my bank and brokerage accounts to X1?
Yes. X1 connects to bank, brokerage and loan accounts, QuickBooks, Google Drive, Dropbox, Box, Slack, and email. You can also connect your X1 account to supported AI assistants like Claude and ChatGPT to ask questions from your saved record.
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X1 Wealth has a free listing. The owner can unlock the full profile with a paid launch for $5:
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