X1 Wealth

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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

Origin

United States

Platforms

Online

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financial

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MoneyWorksLite added X1 Wealth as alternative to MoneyWorks Lite
16 days ago
mattg700 added X1 Wealth as alternative to Crestfolio
27 days ago
forecents added X1 Wealth as alternative to Forecents
about 1 month ago
SenticMoney added X1 Wealth as alternative to SenticMoney
7 months ago
matsilverstein added X1 Wealth
8 months ago
matsilverstein liked X1 Wealth
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matsilverstein added X1 Wealth as alternative to Mint
8 months ago

X1 Wealth information

Developed by
Mathieu Silverstein
Licensing
Proprietary and Commercial product.
Pricing
Subscription ranging between $97 and $1000 per month.
Alternatives
4 alternatives listed
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Supported Languages
- English

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X1 Wealth was added to AlternativeTo by matsilverstein on Jan 20, 2026 and this page was last updated Jan 20, 2026.

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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.