X1 Wealth

An AI family office for complex households

X1 Wealth is a software service that organizes a household's financial records. Users upload documents (K-1s, trusts, deeds, policies), which X1 files under the relevant business, trust, property, or person after user confirmation. It answers questions from the user's own documents, flags discrepancies between documents, tracks upcoming deadlines, and drafts questions to send to professionals (CPA, attorney, advisor) by email with attachments. Records can also be used with AI assistants (Claude, ChatGPT, Codex, Muse) via assistant access. Includes a document vault, household directory of entities and holdings, and integrations with accounts and storage services.

Category: Other
Pricing: freemium
Free tier: yes
API: no
MCP server: no
SDK: no
Open source: no

#family office #document management #financial records #ai assistant #wealth management

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Listed 2026-10-27 · last verified 2026-10-27 · extracted by @cf/zai-org/glm-5.3-flash · confidence 0.9

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API

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