Riviera provides a command center for family wealth, connecting every entity, account, and investment into a single, structured hierarchy. It consolidates reporting, documents, and tax attributes while integrating AI-ready data foundations to power instant, actionable insights. The platform serves families and their advisors seeking unified operational control over their entire financial world.
Funding
Funding not disclosed
Founders
Product
Problem
Family wealth is often fragmented across spreadsheets, PDFs, and advisors who each see only part of the picture. This makes it difficult to track complete entity structures, consolidate financial positions, or act quickly on emerging risks or opportunities across the entire enterprise.
Solution
Riviera provides an operational command center that connects every trust, partnership, account, and investment into a single, structured hierarchy. It captures governing terms, tax attributes, key people, and ownership relationships, and consolidates assets, liabilities, commitments, and documents in one live view. Users can access complete entity intelligencehare, ask Riviera AI questions in natural language, and receive answers with specific figures and cross-entity breakdowns. This gives families and their advisors both the data foundation and the interface needed to command every layer of wealth in an AI-driven world.
Target Audience
The primary users are ultra-high-net-worth families and the multi-family offices and advisors who serve them, needing a unified system to manage complex, multi-entity financial structures.
Features
- Complete entity mapping: captures trust, partnership, and asset hierarchies with tax attributes, governing terms, key people, and ownership in one place
- Consolidated live reporting: provides a real-time view of assets, liabilities, and commitments across every entity
- Document and history management: organizes all agreements, tax filings, and subscription documents by entity for easy access
- AI-ready by design: built on structured data from day one to enable natural-language queries and instant analytical responses
- Riviera AI assistant: answers complex questions like “What's our total exposure to public equities across all entities?” with specific dollar values and holdings breakdowns