X1 Wealth icon
X1 Wealth icon

X1 Wealth

X1 Wealth delivers family office-grade financial planning to high-income professionals and entrepreneurs. The platform combines an AI-powered concierge, real-time financial dashboard (Pulse), secure document vault, and specialized tools for tax optimization and estate planning.

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
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 Tags

  • financial

X1 Wealth News & Activities

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Recent activities

  • matsilverstein added X1 Wealth
  • matsilverstein liked X1 Wealth
  • Mint icon
    matsilverstein added X1 Wealth as alternative to Mint

X1 Wealth information

  • Developed by

    US flagMathieu Silverstein

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $97 and $1000 per month.

  • Alternatives

    1 alternatives listed

  • Supported Languages

    • English

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X1 Wealth was added to AlternativeTo by matsilverstein on and this page was last updated .
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What is X1 Wealth?

X1 Wealth delivers family office-grade financial planning to high-income professionals and entrepreneurs. The platform combines an AI-powered concierge, real-time financial dashboard (Pulse), secure document vault, and specialized tools for tax optimization and estate planning. Members get personalized strategies typically reserved for $50M+ family offices, without the $25k+ annual minimums.

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