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About

Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.

About

A new way for multi-entity companies to request intragroup agreements, transfer pricing policies, and benchmarking. Transfer funds between entities compliantly. Do away with conflicting and unclear advice from accountants and investors. Move money and license IP to your regulated entity without conflicting advice from lawyers. All while keeping your compliance team happy. Get full support when designing and implementing your transfer pricing policy. Enter your next phase with a tax framework that scales with your growth. Get 24/7 access to international tax experts, without the pay-per-hour awkwardness. Get clear instructions on who signs, what, and when, minus the chase. Go from firefighting to real-time international tax monitoring as your entities grow. Kill lengthy information requests and save time by uploading a few documents. Request transfer pricing documents and intragroup agreements, monitor work across teams, and learn how to structure your entities in a few clicks.

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

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto

Audience

Companies searching for a solution to transfer pricing and intragroup agreements

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

No images available

Screenshots and Videos

Pricing

$25/month
Free Version
Free Trial

Pricing

$5,000 per month
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

Ormax AI
Founded: 2025
United States
ormax.ai

Company Information

Caribou
United Kingdom
www.usecaribou.com

Alternatives

Alternatives

Categories

Categories

Integrations

Slack

Integrations

Slack
Claim Ormax AI and update features and information
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