WealthNX

WealthNX

WealthNX AI
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About

1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.

About

WealthNX AI brings personal finance, investing and AI into one experience. Users can track net worth, budgets, cash flow, debt, investments and crypto; scan receipts; track recurring bills and subscriptions; review portfolio exposure, earnings, insider transactions and market news sentiment; and ask questions through Wealth Genie, AI Stock Assistant and AI Crypto Assistant. WealthNX also supports household and family views, custom Build Mode and voice experiences. Connected-account access is read-only, and WealthNX does not move money or place trades. Information is for informational and educational purposes and is not investment, tax or legal advice.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family offices needing a solution to consolidate, analyze, collaborate, and plan across complex multi‑asset and succession scenarios

Audience

Wealth Trackers, Investment Trackers, Portfolio Trackers, Couples, Family

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

Free
Free Version
Free Trial

Pricing

$8.99
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

1fs
United Kingdom
www.1fs.co

Company Information

WealthNX AI
Founded: 2024
United States
www.wealthnx.ai

Alternatives

Alternatives

No Alternatives
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

Plaid

Integrations

Plaid
Claim 1fs Wealth and update features and information
Claim 1fs Wealth and update features and information
Claim WealthNX and update features and information
Claim WealthNX and update features and information