The Wealth Intelligence Platform
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
Investors
Manage private and public investments, asset tracking, work flow for new investment opportunities
Jaspy delivers AI-driven wealth management seamlessly unifying assets, data, and insights into one powerful platform for:
Family Offices
Supports family offices with tailored tech, manage private markets, streamlining processes, delivering personalized insights.
RIAs (Client Enterprise)
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency
Entrepreneurs
Jaspy enables teams to manage assets, track competitors, monitor markets with multi-user flexibility across industries
HNW
Jaspy reimagines wealth management, unifying assets, private investments, insights, AI in one intelligent dashboard
Banks/Institutions (Client Enterprise)
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions’ investments
Jaspy.AI , Built for the Future, Today
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?
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Investors, Entrepreneurs, Family Office:
Exclusive, limited time opportunity before launch.
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Enterprise: Customized Integrations, APIs