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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Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
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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
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
