Wealth Intelligence, Accelerated One Platform, Zero Limits
Exclusive personalized-intelligent AI wealth platform with solutions that turn your specific data into clear decisions—fast
Revolutionize your wealth management with AI Powered Intelligence
Aggregate - Personalize your entire portfolio of assets with actionable AI and predictive analytics-all in one place.
Smarter Wealth Decisions Made Simple In 3 Steps
From data to clarity—uncover insights, take action, and grow smarter in three simple steps.Aggregate - Personalize your entire portfolio of assets with actionable AI and predictive analytics-all in one place.
1. Connect Everything
All Assets Managed in One Place. Link your assets, accounts, investments, real estate, and data sources in minutes.
2. Unify and Automate
Manage portfolios, track private markets, and streamline back-office tasks in one dashboard.
3. Grow with Intelligence
Leverage AI-powered insights, personalized news, and smart recommendations to make better decisions.
Jaspy.AI , Built for Personal Real-World Impact
Powerful Features
Unlock AI Driven Controls and Insights. Powerful AI Data analysis, productivity and reporting paired with personalized modules
Manage All Accounts/Exchanges
Seamlessly connect all your assets — investments, real estate, wallets, and accounts — in one platform
Personalized AI Wealth Intelligence
Revolutionize Your Wealth Management with AI-Powered Intelligence. Powerful AI data, analysis, productivity, and reporting paired with special modules
Manage Every Asset (Private/Public/Digital)
Integrate and manage all assets, accounts, and transactions in one platform
Suggested Moves- Comprehensive Analysis
Personalized wealth management and competitor tracking. AI next moves based on users specific holdings with actionable recommendations
Specialized Modules-Custom Integrations
Pull data from spreadsheets, financial statements, and more. CRM, calendars, file storage, and back-office tools
Personalize Wealth
Jaspy delivers AI-driven wealth management seamlessly unifying assets, data, and insights into one powerful platform for:
Investors
Manage private, public investments, asset tracking, work -flow for new investment opportunities
Family Offices
Manage private, public investments, asset tracking, work -flow for new investment opportunities
RIAs (Client Enterprise)
Manage private, public investments, asset tracking, work -flow for new investment opportunities
Entrepreneurs
Jaspy enables teams to manage assets, track competitors, monitor markets with multi-user flexibility across industries
HNW
Jaspy enables teams to manage assets, track competitors, monitor markets with multi-user flexibility across industries
Banks/Institutions (Client Enterprise)
Jaspy enables teams to manage assets, track competitors, monitor markets with multi-user flexibility across industries
Predictive Analytics
Forward looking data is transformed into insights that are actionable from your personal data with recommended moves.
Smarter Decisions Grow with Data
From data to clarity—uncover insights, take action, and grow smarter in three simple steps. Turn complex metrics into clear insights that help you make better decisions, faster.
Ready to explore how Jaspy AI can personalize your wealth data all in one place?
Join the Waitlist
Investors, Entrepreneurs, Family Office:
Exclusive, limited time opportunity before launch.
Request Demo
Enterprise: Customized Integrations, APIs