Brisa Your Personal Wealth Os
To be verifiedBrisa is an AI-first personal wealth management platform and 'wealth OS' built for users in the US and Canada. It
AI-powered wealth management platform and personal financial OS.
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What is Brisa Your Personal Wealth Os?
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
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
Popular Use Cases
- Consolidating multiple bank, brokerage, and investment accounts into one live dashboard
- Uploading complex financial documents like K-1 forms to automatically extract key financial facts
- Tracking private equity investments, vesting schedules, and property valuations alongside liquid assets
- Asking a context-aware AI assistant for instant financial summaries and plain-language market analysis
Feature Comparison
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Comparison details are provided for informational purposes and should be verified with the official website.
How to use
- To use Brisa
- users sign up for an account
- log in via a desktop browser
- and securely integrate their financial institutions
- bank accounts
- or brokerages. Users can then track their complete net worth
- upload financial files to the secure Document Vault for automated fact extraction
- monitor investment portfolios
- and interact with the Concierge AI Assistant for instant financial analysis and insights.
Pricing
Brisa Your Personal Wealth Os uses a freemium pricing model. Pricing and features may change over time.
Monthly Plan
$80/mo
Full access to all features, including connecting up to 10 FIs, net worth tracking, manual accounts, currency conversion, transaction tracking, Concierge AI Assistant, Document Vault, investment portfolio tracking, automatic real estate valuation, and private equity tracking.
Annual Plan
$800/yr
Full access to all features with an annual discount. Includes all core features such as connecting up to 10 FIs, Concierge AI Assistant, and net worth tracking.
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