The intelligence of
top-tier Family Offices,
finally built around you.
Lead your Financial Life with clarity, precision, and strategic power.
Today’s wealth management
was never designed for you.
Outdated & Disconnected
Built for your parents’ generation, not for the way you live, invest, or make decisions today — leaving you stuck in outdated models.
Fragmented & Inefficient
Too many advisors, hidden agendas, scattered information, and static reports keep you from managing your wealth with true efficiency and absolute confidence.
Exclusive Access Gap
Unless you have a Single Family Office, with full-time staff and millions in overhead — no other service gives you the clarity, intelligence, and strategic power to truly lead your wealth.
Phōs puts an end to this broken model.
We redefine how you lead your financial life.
It All Starts with Phōs Origin
Your Personal AI-Powered Wealth Co-Pilot.
Phōs Origin empowers you to lead your entire wealth
with clarity, precision, and strategic power.
Everything in one place
Everything you own, seamlessly connected in one command center.
All Your Wealth, One Intelligent View
Your AI-Powered Wealth Co-Pilot 1o
Always-on intelligence that spots what matters and keeps you ahead.
Scenario Simulation & Strategic Planning
Model decisions in advance, anticipate outcomes, and act with confidence.
Independence Across Every Decision
Unbiased insights to evaluate advisors, structures, and strategies.
Full Privacy, Independence & Strategic Control
Simplifying the Complexities of
Wealth Management
Because managing wealth shouldn’t feel harder than building it.
Your Wealth,
Seamlessly Connected
See everything you own clearly, in one intelligent command center. No more fragmented tools. No more chasing advisors for information.
Smarter decisions.
Fully independent.
You are the center. Make smarter financial decisions with efficiency and confidence — free from blind dependence or hidden agendas.
Family Office Intelligence. Zero Overhead.
Built to work alongside you, Phōs delivers the intelligence and strategic power of a top-tier Family Office — without the staff, the complex infrastructure, or the seven-figure cost.
From day one, Phōs is your intelligent command center for wealth.
Real Estate Investments
See your entire property portfolio (commercial and personal) seamlessly connected in one intelligent view.
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Portfolio-wide clarity: track performance and value.
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Property-level intelligence: deep insights and benchmarking.
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Strategic alerts: spot trends, risks, and opportunities early.
Equity Positions
See the full picture of every equity position (from early bets to major stakes) with the precision and clarity of a top-tier Family Office.
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Portfolio mapping: ownership, valuations, and performance.
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Liquidity foresight: alerts for exits, vesting, and secondary opportunities.
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Risk insights: spot concentrations and red flags early.
Financial Planning
Turn your goals into an actionable plan — see how today’s decisions shape tomorrow’s wealth in one clear view.
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Cash flow forecasts: visualize how income, expenses, and life events impact your wealth over time.
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Scenario simulations: model major decisions with real data before you act.
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Liquidity readiness: prepare your portfolio for major purchases, timely investment opportunities and emergencies.
Investment Assets
Unify all your investment assets into the full context of your wealth — a true 360° view, no longer scattered or partial.
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Consolidated view: every account and asset across banks, brokers, and funds.
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Deep portfolio analysis: performance insights and key indicators that reveal the real story behind the numbers.
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Conflict-of-interest detection: identify when managers or institutions aren’t acting in your best interest.
Wealth Management, Reimagined.
