Your Private Wealth Command Center
Built by ultra-high-net-worth principals who got tired of the same fragmented mess — spreadsheets, custodian portals, and folders no one trusts. One unified workspace for portfolios, private equity, entities, estate, compliance, and team coordination. Powered by Quinn, your AI Chief of Staff.
The owner dashboard — every account, entity, and document. Live.
Four screens is not the whole system.
Accounting
Books for every entity: bank and card feeds, a chart of accounts, journal entries and posting rules, with K-1 boxes mapped straight to entries and an audit trail behind every change.
Advisor portals
Your CPA, attorney, advisor or co-investor gets a read-only window into the sections or entities you choose, behind two-factor.
Document import
K-1s, 1099s and closing statements found in Gmail or Outlook, classified, extracted and filed to Drive or OneDrive against the right entity.
Cash management
Inflows, outflows and net position across every operating account, signed the way they should be.
Accountant view
Filed, extended, pending and ready-for-CPA in one row of numbers — plus the K-1s you still owe.
Compliance calendar
Every filing and renewal for every entity, with each state’s statutory due date imported for you.
Money
Household cash flow from your connected accounts: spending rolled up by category, recurring charges and transfers set apart, and a monthly review of what changed.
Wealth Digest
A morning email with net worth, what moved and what needs attention — daily, weekly or monthly — plus a market-close stocks note.
On your phone
The whole workspace on mobile — plus a standalone stocks app that installs to your home screen and knows when the market is open.
Estate planning and emergency access
A readiness score that moves as documents get current, beneficiaries named and allocated — and if you stop signing in, the system checks on you and hands your designated beneficiary read-only access.
Shared workspaces
Bring in a spouse or a family-office team with access granted area by area — view, edit, or nothing at all.
Bring your own AI
Connect Claude or ChatGPT to your workspace and ask about your own holdings, entities and deadlines, live, with the same area permissions.
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.
We built this because we lived it.
Our founders are principals — not product managers guessing at family-office pain. We've chased K-1s in March, reconciled custodians by hand, and lost hours hunting documents across entities. Wealth spread across brokers, PE in spreadsheets, estate plans in folders no one remembers.
Truseta exists because no one else was solving the whole problem for the person whose name is on the trust. We fixed our own — then opened it to families like yours.
Built by principals. For principals.
Institutional platforms serve advisors and bill by the seat. Consumer tools stop at the brokerage login. Truseta was designed by ultra-high-net-worth individuals who needed institutional depth without the advisor-first audience — because we are the audience. Your data is kept separate and protected with strict access controls and encryption, is never sold or shared, and trains nothing.
| Capability | Truseta | Kubera | Spreadsheets | Addepar |
|---|---|---|---|---|
| Multi-entity ownership view | Built in | Partial | Partial | Built in |
| Private equity intelligence (AI) | Built in | Not offered | Not offered | Partial |
| Agentic AI assistant | Built in | Not offered | Not offered | Not offered |
| Estate planning & continuity | Built in | Partial | Not offered | Not offered |
| Document auto-extraction (K-1, 1099) | Built in | Not offered | Not offered | Partial |
| Built for the principal, not advisor-billed | Built in | Built in | Built in | Not offered |
| Each family’s data kept separate and encrypted | Built in | Partial | Partial | Partial |
Private by construction.
Onboarding a limited number of principals and single-family offices.
Built and run by people who manage complex wealth themselves — not a generic fintech team.
Every family’s data is kept separate and protected, with strict access controls and encryption — never sold, never shared, never used to train models.
Owner-first by design. You hold the account — a spouse, a family-office team or an advisor sees only the areas you choose to share.
Two-factor sign-in, encrypted at rest, and a full audit trail behind every action.
No seat fees and no advisor in the middle. You hold the account, not someone billing against it.
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