WealthDesk AI is a private wealth intelligence platform and command centre built for family offices, private investors, advisers and brokers. Bring every asset, entity, loan, document and opportunity into one secure place, and use AI to see the complete picture of your net worth, debt and allocation at a glance.
Track property, operating businesses, equities, cash and alternative holdings in a single asset register with live valuations and currency exposure. Model debt facilities, maturities and cash flow, keep board-ready reporting always current, and store sensitive documents in an encrypted vault protected by two-factor authentication and passkeys.
WealthDesk AI also powers a private broker exchange for institutional and luxury acquisitions, including hotel and resort mandates — with vetted deal flow, AI opportunity scoring and secure, invitation-only deal rooms for live negotiation, due diligence and document exchange. It is a wealth tracking and management tool and does not provide financial advice, execute trades or hold client funds.
One register for property, businesses, equities, cash and alternative holdings, with live valuations, currency exposure, debt maturities and board-ready reporting.
Title deeds, trust deeds, insurance policies and agreements kept in an encrypted vault protected by two-factor authentication and passkeys.
Vetted deal flow for institutional and luxury acquisitions — including hotels and resorts — with AI opportunity scoring and invitation-only deal rooms.
Ask questions about your holdings in plain English and get a summary, score and missing-information list for every new opportunity.
WealthDesk AI is a private wealth intelligence platform. It brings your property, businesses, investments, entities, loans and documents into one secure command centre, and uses AI to show your net worth, debt and allocation at a glance.
Family offices, private investors, advisers and brokers who manage significant or complex holdings, and anyone who wants one current picture of what they own, what they owe and what they are considering.
Sensitive records are kept in an encrypted vault protected by two-factor authentication and passkeys, and access to your records is logged so you can see who opened what and when.
No. WealthDesk AI is a wealth tracking and management tool. It does not provide financial advice, execute trades or hold client funds. Speak with a licensed adviser before making investment decisions.
Membership is by invitation. You can request an invitation from the membership office, or create an account and start exploring the platform straight away.
You do. You keep full ownership of everything you upload, and you can ask for your account and its data to be deleted at any time from the account deletion page.
A private desk for buying hotels and resorts: AI sourcing of listed and off-market opportunities, underwriting against real transaction evidence, auto-drafted LOI, NCNDA and Information Memorandum documents, and secure deal rooms through to settlement.
Yes. You can invite advisers and team members to work alongside you with access you control, so accountants, lawyers and family members work from the same records.