Brisa
AI wealth management OS for high-net-worth individuals' complete financial picture
Brisa delivers a polished, AI-enhanced command center for the wealthy—if you have diverse accounts and hate spreadsheet chaos, the $80/mo is worth it. But skip it if you need trading, budgeting, or a mobile app.
- High-net-worth individuals seeking a consolidated financial dashboard
- Investors with diverse portfolios across multiple brokerages
- Entrepreneurs with private equity holdings and complex assets
- Expatriates or global citizens managing multi-currency finances
- Users looking for free financial tools
- Individuals who prefer simple budgeting over comprehensive net worth tracking
- Those who require active investment management or trading
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In short
Brisa — AI wealth management OS for high-net-worth individuals' complete financial picture. Best for High-net-worth individuals seeking a consolidated financial dashboard, Investors with diverse portfolios across multiple brokerages, Entrepreneurs with private equity holdings and complex assets. Plans from $80800/mo.
Viability Score
How likely is Brisa to still be operational in 12 months? Based on 4 signals — momentum (how recently it shipped), wrapper dependency, revenue model, and web presence.
Last calculated: July 2026
How we score →Key Features
- Connect over 12,000 financial institutions
- Real-time net worth tracking with trend analysis
- AI-powered Concierge for research and queries
- Secure Document Vault with OCR and fact extraction
- Portfolio performance monitoring across accounts
- Automatic real estate property valuation updates
- Private equity and vesting schedule tracking
- Multi-currency asset and liability support
- Customizable net worth components
- Transaction categorization and manual account entry
- Market summary and daily contextual insights
- Desktop-only platform (no mobile app)
- SOC 2 Type II and ISO 27001 compliance
- Encrypted data in transit and at rest
- Multi-factor authentication options
About Brisa
Brisa is a personal wealth operating system that consolidates your entire financial life into one private, intelligent platform. Designed for high-net-worth individuals and complex investors, it connects to over 12,000 financial institutions to deliver real-time net worth tracking, portfolio performance monitoring, and automated asset valuations. Its AI-powered Concierge provides instant research, analysis, and contextual insights, while a secure Document Vault stores tax files, estate plans, and policies with OCR and fact extraction. Key features include multi-currency support, private equity and vesting schedule tracking, customizable net worth components (assets, liabilities, entities), and transaction categorization. The platform focuses on intelligence over noise—delivering a single, up-to-date net worth figure with trend analysis, such as a 21% increase in June. It explicitly positions itself as a replacement for financial advisors, offering context-aware answers rather than generic advice. Brisa is desktop-only (no mobile app) and currently optimized for larger screens. Its security posture includes TLS 1.2+, AES-256 encryption, SOC 2 Type II, ISO 27001, and GDPR compliance. Pricing is straightforward: one plan with full access at $80/month or $800/year, with a trial available. Compared to fragmented alternatives like Personal Capital or spreadsheets, Brisa provides a unified, intelligent view that reduces manual tracking. However, it lacks active portfolio management or robo-advisor capabilities, making it a passive aggregation and intelligence tool rather than an all-in-one financial advisor.
Behind the Verdict
Brisa solves a real pain for high-net-worth individuals: fragmentary financial data scattered across banks, brokerages, real estate, and private equity. Its Concierge AI is genuinely useful—it answers context-aware questions about your holdings, not generic market chatter. The Document Vault with OCR saves hours during tax season. We'd reach for this when you have 10+ accounts and want a single net worth number that actually updates daily. However, it's not for everyone. There's no mobile app, so you can't check your net worth on the go. It also doesn't execute trades or offer budgeting—it's a passive intelligence layer, not an active manager. If you need advice, you still pay a human advisor; Brisa just gives you better data. Compared to Personal Capital, Brisa is pricier but more comprehensive—it handles private equity, real estate, and multi-currency natively. The lack of a free tier is a barrier; the $80/month is steep for simpler portfolios. In practice, performance can lag when linking many accounts, and the 'connect up to 10 FIs' limit may frustrate ultra-wealthy users with dozens of relationships. Bottom line: if your financial life is complex and you value a clean, AI-driven overview, Brisa is the best we've seen. But if you're just tracking a few accounts, stick with a free tool.
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Use Cases
- Consolidate all bank, brokerage, and property accounts into one net worth view.
- Ask the Concierge AI to analyze your latest K-1 form and extract key facts.
- Track private equity investments and vesting schedules alongside public holdings.
- Automatically update property valuations and monitor portfolio performance across time.
- Store and organize tax documents, estate plans, and insurance policies in a secure vault.
- Get daily market summaries and contextual insights tailored to your financial picture.
Limitations
- Brisa is a paid-only platform at $80/month or $800/year, with no free tier mentioned.
- It is designed for high-net-worth individuals and may be costly for those with simpler finances.
- The platform does not offer mobile or desktop apps, only web access.
12-month cost
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