Life & Wealth Intelligence

Intelligence
for Life and
Legacy

AI-powered insights that are human centric - powerful tools for life and wealth data. One platform to aggregate, analyze and act on your entire portfolio.

Exclusive your personalized-intelligent life infrastructure to grow wealth and peace of mind.

Total Net Worth
$4,820,340
+8.2%
Investments
$3.1M
Real estate
$1.4M
Cash
$320K
AI Insight

Private equity exposure exceeds benchmark by 6% — review suggested.

Private
Your data, only visible by you.
Secure
Your data and connections are encrypted.
99.9%
Platform Uptime
Private by design
Industry-grade Encryption
Connect accounts in minutes
Built for wealth intelligence
How it works

From Data to Clarity in Three 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.

01

Connect Everything

All Assets Managed in One Place. Link your assets, accounts, investments, real estate, and data sources in minutes.

  • Private investments and Funds
  • Bank Accounts and Brokerage
  • Real Estate & Hard Assets
  • Digital Assets & Wallets
02

Unify and Automate

Manage portfolios, track private markets, and streamline back-office tasks in one dashboard.

  • Automate Portfolio Reporting
  • Back office workflow
  • CRM & Calendar Integrations
03

Grow with Intelligence

Leverage AI-powered insights, personalized news, and smart recommendations to make better decisions.

  • Personalized News & Intelligence
  • AI Generated Signals
  • Competitor & Market Tracking
  • Suggested Next Move
The Platform

Powerful tools,built for real-world
decisions.

Everything you need to understand your wealth and act on it — in one place.

Built for

Built for real‑world impact.

Whether you manage your own portfolio or serve hundreds of clients, Jaspy delivers intelligence tailored to your world.

Entrepreneurs

Track assets, monitor competitors, and manage markets with multi-user flexibility.

Investors

Manage private and public investments, asset tracking, and workflow for new opportunities.

Family Offices

Manage private markets, streamline processes, and deliver personalized insights for the whole family.

Banks & Institutions

Centralized asset management, AI-driven insights, and streamlined reporting.

RIAs

Holistic wealth management with AI insights, portfolio aggregation, and client transparency.

HNW Individuals

Unify assets, private investments, and insights in one intelligent dashboard.

Trust & Control

Data You Control.

Personalized data. Jaspy is built so you stay in command, information is customized and just for you.

Encrypted end to end

Every connection is secured with 256-bit AES encryption — the same standard trusted by global banks.

Never sold, ever

We don't sell or share your financial information. Period.

You're always in control

Connect and disconnect accounts anytime. Jaspy informs your decisions — it never makes them for you.

Get started

Your exclusive personalized wealth in one place