Truseta
Your Private Wealth Command Center
One unified, intelligent workspace for your entire financial life — portfolios, private equity, entities, estate planning, compliance, and team coordination. Powered by Quinn, your AI Chief of Staff.
The owner dashboard — every account, entity, and document. Live.
Significant wealth lives in fragments.
Portfolios spread across custodians. Private equity tracked in spreadsheets. Estate documents in folders no one remembers. K-1s chased every March. Decisions made on numbers that are weeks old.
Even sophisticated principals and family offices run on too many tools, too many manual steps, and too little clarity.
Everything complex wealth requires, in one system.
Wealth Dashboard
Every account, custodian, and entity in one live picture — quotes, P&L, and cost basis tracked without a spreadsheet.
Live custodian & Plaid feedsMulti-entity rollupsOne-click privacy mask
Private Equity Intelligence
Your funds and portfolio companies, read and scored by AI every week — marks, capital calls, and K-1s surfaced before they surprise you.
Weekly AI scoringValuation scenariosDocument extraction
Entities & Compliance
Ownership mapped end to end — every entity, filing, renewal, and deadline on one calendar so nothing slips.
Ownership treeFiling & renewal calendarDeadline alerts
Estate Planning & Protection
Readiness you can score, documents your family can find, and continuity that doesn't depend on anyone's memory.
Readiness scoringBeneficiary registryEmergency Access
Also inside
AI Document Import
K-1s, 1099s, and closing statements — classified, extracted, and filed in seconds.
Advisor Portals
Give your CPA, attorney, or advisor a secure, read-only window — only the sections you choose, protected by 2FA.
Quinn watches everything. You decide everything.
Quinn sits inside the system, not beside it. A fund marks up — you hear about it. A capital call lands — it's on the calendar, with a note to your CPA drafted and waiting. The estimated payment, the Delaware renewal, the K-1 still missing in March: surfaced before they're urgent. Ask anything in plain language and the answer comes from your own positions, entities, and documents. Nothing is sent, filed, or changed without your sign-off.
Built for the principal. No other audience.
Institutional platforms serve advisors and bill by the seat. Consumer tools stop at the brokerage login. Truseta is built for the person whose name is on the trust — institutional depth, none of the audience. Your data lives in a dedicated instance that belongs to you, is never sold or shared, and trains nothing.
| Capability | Truseta | Kubera | Spreadsheets | Addepar |
|---|---|---|---|---|
| Multi-entity ownership view | ||||
| Private equity intelligence (AI) | — | — | ||
| Agentic AI assistant | — | — | — | |
| Estate planning & continuity | — | — | ||
| Document auto-extraction (K-1, 1099) | — | — | ||
| Built for the principal, not advisor-billed | — | |||
| Private, dedicated instance |
Onboarding a limited number of principals and single-family offices.
Your data lives in a dedicated instance — never sold, never shared, never used to train models.
Owner-only by design. The platform answers to exactly one person.
Request early access.
Truseta onboards a limited number of principals and family offices each quarter. Tell us briefly about your situation.
Histories from spreadsheets and Kubera import cleanly.
Existing members — log in