Annise is a cloud‑based wealth operating system that consolidates banking, brokerage, crypto, alternative investments, real estate, and personal collectibles into a single dashboard for high‑net‑worth individuals, family offices, and wealth advisors.
Funding
Funding not disclosed
Founders
Product
Problem
High-net-worth individuals and families often have their financial assets spread across multiple institutions and asset classes—including banking, brokerage, alternative investments, crypto, real estate, and personal collectibles—making it difficult to obtain a unified view, track performance, and manage trusts or estates efficiently.
Solution
Annise provides a single, cloud‑based platform that aggregates all categories of wealth into one dashboard, allowing users to monitor balances, transactions, and cash flow across banks, brokerages, private equity, venture funds, real estate, crypto wallets, and personal property. The system supports detailed income and expense tracking with a customizable chart of accounts, enabling accurate financial statements and tax forecasting. For alternative investments, Annise automates capital call management, K‑1 processing, and performance metrics such as MOIC and IRR, delivering real‑time analytics and benchmark comparisons. Trust and estate features let users assign assets to specific trusts, define trustees and beneficiaries, and control document access, streamlining fiduciary administration. All data are presented through integrated reporting tools that combine cash‑flow insights, performance reporting, and opportunity identification in a cohesive interface.
Target Audience
Primary customers are high‑net‑worth individuals, family offices, and wealth advisors who need comprehensive oversight of diversified portfolios and fiduciary structures.
Features
- Consolidated dashboard that imports data from banks, brokerages, crypto exchanges, and custodians for all asset types
- Automated capital call handling, quarterly statements, and K‑1 generation for private equity, venture, and real‑estate investments
- Built‑in performance analytics including MOIC, IRR, cash‑flow projections, and benchmark comparisons
- Flexible chart of accounts with editable transactions, customizable financial statements, and tax‑forecast modeling
- Trust and estate module enabling asset assignment, role‑based access for trustees/beneficiaries, and secure document management
- Integrated reporting suite offering performance reports, cash‑flow insights, and opportunity alerts in a single view