Annise

“I used to keep everything on a million spreadsheets... I couldn’t keep track of capital calls. This pulls everything together, I’m able to make better decisions, have better discussions with advisors.”
- Investor
We built Annise to give Investors the same powerful tools and strategies used by elite family offices – without the complexity or high costs. Annise is a next-generation wealth management platform designed for Investors navigating increasingly complex financial lives, as well as those managing family offices. We provide the technology, insights and strategic approach to help you build, protect and preserve wealth for generations.
Holistic View of Wealth
Annise’s customers or Family Office Owners (FOOs) are able to pull together a holistic view of their wealth – from banking, brokerage, and alternative assets, to crypto, residences, personal property, and collectibles – Annise is able to capture it all. Annise identifies opportunities to optimize your portfolio and has a robust alerts and messaging platform to ensure you are up to date on transactions, opportunities and insights at all times.
Alternative Assets
Add your angel, art, real estate, company options, private equity, venture fund, and other alternative assets, along with associated private lines of credit and mortgages; and manage your net investments including capital calls, quarterly statements, projected income, and K-1s -- all in Annise.
Transparency and Control
Annise provides an unprecedented degree of transparency and control to investors – from transactions and fees to investment performance and proprietary (to you!) portfolio data. You can change financial institutions and/or advisors, your data will stay with you.
Advanced Data and Analytics
The power behind Annise is its cubed architecture and comprehensive datasets -- the aggregation of all of your bank/brokerage transactions, and the sum total of associated asset characteristics (i.e. pricing, credit ratings, etc.). Annise utilizes first party (your data), second party (Annise aggregate data) and third party (market data) to deliver insights, opportunities and benchmarks. Our data and analytics enable Annise to calculate MOICs and IRRs, and provide performance reporting on your investments.
Liquidity Management
For those with assets that require capital calls, have assets maturing, need to file estimated taxes, and/or need to fund operating accounts on a quarterly basis, the need to keep track of cash flow is paramount. Annise allows you to easily manage your accounts and project cash flow such that you can manage liquidity through income, assets sales and/or credit draws. From bond maturities and mandatory redemptions to capital calls, Annise keeps track to help you better manage liquidity.
Estate, Trusts and Taxes
The Annise platform supports estate and trust management, enables the assignment of assets to specific trusts as well as trustees and beneficiaries, and provides relevant document management. Annise provides permissioned access to appropriate accounts for tax, legal and financial advisors, as well as trustees, executors and beneficiaries.
Annise works with over 15,000+ financial institutions in the US.*
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Take the Next Step on Your Wealth Journey with Annise

Annise offers a 30-day free trial, which gives you the opportunity to experience the full power of Annise. After the trial period there are three levels to choose from, depending on your needs. Our pricing can be found at https://www.annise.io/pricing

Our privacy policy can be found at https://www.annise.io/privacy and our terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/.
In case of any questions, please don't hesitate to contact [email protected]

*Annise partners with Plaid and ByAllAccounts for user-permissioned account aggregation.