Truseta unifies every account, asset, entity, and document into a single private dashboard — with an AI chief of staff watching your wealth around the clock.
Banking, brokerage, private equity, real estate, crypto and metals — reconciled into one live picture, then made intelligent.
Connected brokerage accounts plus manual holdings, with live quotes, day moves, cost basis, and realized & unrealized gains — rolled into your true net worth.
Map trusts, LLCs and holding companies into one ownership graph — with shareholders, tax documents, renewals and compliance dates attached to every node.
K-1s, 1099s, closing statements, agreements — Truseta reads each document, classifies it, extracts the data, and routes it to the right entity, investment or tax return.
Quinn watches your portfolio, triages your inbox, drafts replies, captures meetings, and sends a crisp daily wealth digest — by email or Telegram.
Owner-only access, multi-factor authentication, encrypted storage, and a session that re-authenticates daily. We never sell your data — period.
Step into your command center.