AF
Head of Product, Co-Founder, Customer Success
TE
Head of Marketing, Co-Founder
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Annise
Financial Software · Utah, United States · 1-10 Employees
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Overview
Headquarters
1743 Sidewinder Dr, Park City, Utah, 840...Website
www.annise.ioRevenue
<$5 MillionIndustry
About Annise
Annise is an AI-enabled Unified Wealth Operating System designed for investors, families, and their advisors managing complex wealth. The platform integrates banking, brokerage, alternative investments, personal assets, trusts, and accounting into a single solution, providing a holistic view of wealth management. It caters to clients who have outgrown traditional tools like Quicken and spreadsheets, offering advanced features for tracking investment performance, managing liquidity, and supporting estate and trust management. Annise empowers users with insights, analytics, and a comprehensive approach to wealth management without the complexity or high costs associated with traditional family office services.Explore more
Annise Org Chart
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Annise Tech Stack
A closer look at the technologies used by Annise
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Annise is an AI-enabled Unified Wealth Operating System designed for investors, families, and their advisors managing complex wealth. The platform integrates banking, brokerage, alternative investments, personal assets, trusts, and accounting into a single solution, providing a holistic view of wealth management. It caters to clients who have outgr... Read More
