Audience
Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
About Ormax AI
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.
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Pricing
Starting Price:
$25/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Ormax AI
Founded: 2025
United States
ormax.ai
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Ormax AI Frequently Asked Questions
Q: What kinds of users and organization types does Ormax AI work with?
Ormax AI works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Ormax AI support in their product?
Ormax AI supports these languages: English.
Q: What kind of support options does Ormax AI offer?
Ormax AI offers support via online.
Q: What type of training does Ormax AI provide?
Ormax AI provides training in the form of documentation and videos.
Q: Does Ormax AI offer a free trial?
Yes, Ormax AI offers a free trial.
Q: How much does Ormax AI cost?
Pricing for Ormax AI starts at $25/month.
