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.
Compliance calendar
Every filing and renewal for every entity, with each state’s statutory due date imported for you.
Accountant view
Filed, extended, pending and ready-for-CPA in one row of numbers — plus the K-1s you still owe.
Estate planning
A readiness score that moves as documents get current, with beneficiaries named and allocated.
Emergency access
Stop signing in and the system checks on you. No answer, and your designated beneficiary gets read-only access.
Cash management
Inflows, outflows and net position across every operating account, signed the way they should be.
Document import
K-1s, 1099s and closing statements classified, extracted and filed against the right entity in seconds.
Advisor portals
Your CPA, attorney or advisor gets a read-only window into the sections you choose, behind two-factor.
Shared workspaces
Bring in a spouse or a family-office team with access granted area by area — view, edit, or nothing at all.
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.
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 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.
Built and run by people who manage complex wealth themselves — not a generic fintech team.
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.
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