Your family's private
financial firm.
Seven AI characters manage your money together — running locally on your Mac.
What your firm actually does.
Not a dashboard. Not a chatbot. A team that handles the financial tasks most families know they should do — but never get around to.
Protect
- Life insurance gap detection
- Emergency fund tracking
- Will, trust & power of attorney readiness
- Disability coverage review
Organize
- Transaction categorization & budgets
- Subscription & recurring charge monitoring
- Account aggregation across institutions
- Document vault for financial records
Grow
- Investment portfolio oversight
- Market & economic signal monitoring
- Goal-based savings waterfalls
- Tax preparation readiness
See it in action.
Your Office Floor — where your team reports in, flags what matters, and waits for your direction.
Meet your team.
Seven specialists who coordinate behind the scenes — each with a clear role, a distinct personality, and a single focus: your family's financial health.
Gianna Ferraro
Chief of Staff
"Readiness is a feeling — nothing is about to surprise you."
David Reeves
The Accountant
"Every dollar tells a story. My job is accuracy."
Priya Chandrasekaran
The Analyst
"I detect patterns, test them against history, and report."
Tomás Ferreira
The Broker
"Discipline beats timing."
Simone Baptiste
The Advisor
"Every dollar has a job. My waterfall gives each one a purpose."
Grace Yoon
The Correspondent
"Every story starts with a feeling that something shifted."
Niles Ashford
The Partner
"Families deserve the same infrastructure as institutions."
How it works.
A private firm that runs on your Mac — no cloud, no subscriptions to cancel.
They watch.
Your team monitors your accounts, tracks your spending, and detects changes in your financial landscape — automatically, every day.
They talk.
When something matters, your agents discuss it with each other — and with you. Plain language, no jargon, no dashboards to decode.
They adapt.
Your firm learns your family's priorities, goals, and risk tolerance. Over time, it becomes more attuned to what you actually need.
Your data never leaves your machine.
The Firm runs a local AI on your Mac. Your financial data, conversations, and documents stay on your hardware — period.
No server to breach. No cloud to trust. No terms that change.
Currently in private pilot with early families. Built in New York.
A firm you can see.
Every character is illustrated and brought to life with care.
The firm is taking on new clients.
Mac app. Local AI. Free during pilot.
No spam. We'll only email when there's a seat for you.