Annise

The OS for Modern Wealth
Annise - An AI-enabled wealth and expense management solution for investors, families and their advisors. A Unified Wealth OS (UWOS).

[Annise @Annise_io]

Your balance sheet may be accurate — and still not tell you what you actually own.

▶ A trust holds $4M, but your interest is 50%.

▶ An LLC owns a $3M house, but your share is 1/3.

▶ A portfolio is $8M, but only 25% is yours.

Ownership isn't flat. It’s nested. Annise calculates your true economic interest across every layer. 👇
https://t.co/289B3XdGHl

[Annise @Annise_io]

Most investors only see the tip of the iceberg with securities like SpaceX.

Your custody statement shows one number.
The real exposure often lives in four different places.

How much of SpaceX do you actually own?
→ https://t.co/O0gnI6X6ng

[Annise @Annise_io]

Structure is a form of Love.
One family. Multiple family offices — all in one platform.

Whether for aging parents needing oversight, a property in an LLC, or a trust with multiple beneficiaries, you can create a dedicated family office for each.

Own one. Be a member with edit rights in another. All from a single drop-down.

Shared visibility. Less tension. More time with the people who matter.

Read the full story https://t.co/egsiQljF0B

#FamilyWealth #EstatePlanning

[Annise @Annise_io]

Most families don’t have a document problem. They have an intelligence problem.

Capital calls, trusts, and operating agreements scattered everywhere — until Annise connects them to your assets and decisions.

New article: Turning family office files into Wealth Intelligence
https://t.co/65enfLryT2

Start your no-obligation trial → https://t.co/HWHDuacCla

[Annise @Annise_io]

Read the full post here → https://t.co/0pJmiNJd9t

[Annise @Annise_io]

Think a Family Office isn’t for you? Think again.

The infrastructure once reserved for the UHNW crowd is now within reach.

Our latest post shows why modern family offices are about systems — not staff.

[Annise @Annise_io]

Want the full breakdown? Link in replies.

What’s your biggest wealth management pain point right now?

[Annise @Annise_io]

By leveraging a team of AI Agents to handle the back office and deliver real-time insights, Annise gives you institutional-grade capabilities — without the massive overhead.

[Annise @Annise_io]

5/5 Coming soon:
Estate Agent will bring the same depth of analysis to your trusts, wills, beneficiary structures, and estate plan — leveraging your full wealth context.

Your entire wealth, finally connected and intelligent.

What part of your portfolio feels most complex right now? Drop it below 👇

https://t.co/8JzTCayCQB

[Annise @Annise_io]

Your wealth has grown complex.

Multiple custodians. A maze of trusts. PE, real estate, tax layers everywhere.

Old tools can't keep up.

Hello Portfolio, Meet Your AI Agents.

Four AI agents are now live.

Ready for a smarter way? 👇

https://t.co/9ePeFJYvUC

[Annise @Annise_io]

4/5 Opportunity Agent.
Upload any new investment opportunity and the agent evaluates the asset manager and the opportunity in the context of your existing portfolio — as well as geographic, industry, and asset class overlap so you can see exactly what a new position adds, concentrates, or offsets before you commit.

[Annise @Annise_io]

Trusts are no longer just a shield against high estate taxes for the ultra-wealthy.

They're becoming essential for probate avoidance, incapacity protection, income tax strategy, and long-term asset governance—across a much broader spectrum of families.

Full read: https://t.co/yAbBzcLOm6

#EstatePlanning #Trusts #OSModernWealth @Annise_io

[Annise @Annise_io]

Alts are going mainstream: Global alternative AUM projected to hit $32T by 2030 (Preqin). But access brings big complexity—fragmented data, liquidity headaches, transparency gaps. WealthTech must evolve. Our take: The Rise of Alts: With Opportunity Comes Challenges
https://t.co/5PYFmg0nXR
#Alternatives #PrivateMarkets #WealthTech

[Annise @Annise_io]

Feeling the year-end financial rush?

Taxes, giving, portfolio drift… all at once.

We just shared 7 rituals that help families cut through the noise and start 2026 aligned.

Worth a read? https://t.co/ENbR88HdpS

#unifiedwealthview #wealthtech #fintech

[Annise @Annise_io]

What's your biggest fragmentation headache? 👇

[Annise @Annise_io]

How much is financial fragmentation silently costing you?

- Hidden fees eating returns
- Missed rebalancing opportunities
- Tax & estate planning blind spots
- Zero big-picture visibility

End the chaos → take control with a Unified Wealth View

https://t.co/EFujx5Iy0G