About This Site
AI-powered wealth management platform and personal financial OS. Brisa is an AI-first personal wealth management platform and 'wealth OS' built for users in the US and Canada. It consolidates a user's full financial picture—including assets, liabilities, bank accounts, investment portfolios, real estate, private equity, documents, and multiple currencies—into a single, secure live view. Moving away from traditional spreadsheets or fragmented tools, Brisa utilizes an integrated AI assistant called Concierge to provide context-aware insights, financial research, and reasoning explained in plain language, making personalized wealth intelligence accessible without the need for expensive human private advisors.
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Key Features AI
Core Features
Complete net worth tracking across assets, liabilities, and entities
Concierge AI Assistant for instant research, reasoning, and insights
Secure Document Vault with automated fact extraction from files
Portfolio performance tracking across multiple investment accounts
Automated real estate valuations and private equity tracking
Multi-currency support for global asset management
Integration with over 12,000 banks, brokerages, and custodians
Advantages
Comprehensive aggregation of diverse asset classes including real estate and private equity
AI-driven Concierge provides instant, plain-language insights and document analysis
High security standard with AES-256 encryption, TLS 1.2+, and SOC 2 Type II compliance infrastructure
Integrates with a vast network of over 12,000 financial institutions
Transparent and simple flat-rate pricing model
缺点：Currently a desktop-only platform with no mobile application
缺点：No free tier available, only a paid subscription model
缺点：Limited to users within the US and Canada
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