AI-Powered Wealth Intelligence
The AI-Powered Wealth Co-Pilot
for the Next Generation of High-Net-Worth Individuals.
The intelligence of top-tier Family Offices, finally built around you.
• Fully Independent • In Complete Control • Strategically Empowered
Today’s wealth management
was never designed for you.
Conflicts of Interest
A model built on biased incentives and hidden agendas — misaligned with your best interests.
Outdated & Disconnected
Designed for another generation — disconnected from how you live and invest today.
Fragmented & Inefficient
Your financial life is scattered across advisors, platforms, and reports — making every critical decision slow and reactive.
Discover the Smarter Alternative
Managing Wealth shouldn't feel harder than building it .
Phōs was built to work alongside you
Simplifying the complexities of wealth management and
Empowering smarter decisions across every area of your financial life.
Always-On Intelligence
Keeping you ahead of decisions, risks, and opportunities.
True Independence
Make decisions without blind reliance on advisors, institutions, or biased incentives.
No conflicts of interest. No hidden agendas. Full control stays with you.
Complete Clarity
Everything in one place — a secure vault for your wealth data.
No more fragmented tools, scattered information, or chasing advisors for answers.
Strategic Precision, Unmatched Efficiency
Navigate complex decisions with the same rigor as a top-tier Single Family Office.
All your wealth, seamlessly connected in one intelligent command center.
Your entire property portfolio (commercial and personal) seamlessly connected in one intelligent view.
-
Portfolio-wide clarity: track performance and value.
-
Property-level intelligence: deep insights and benchmarking.
-
Strategic alerts: spot trends, risks, and opportunities early.
Real Estate Investments
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.
-
Portfolio mapping: ownership, valuations, and performance.
-
Liquidity foresight: alerts for exits, vesting, and secondary opportunities.
-
Risk insights: spot concentrations and red flags early.
Equity Positions
Turn your goals into an actionable plan, see how today’s decisions shape tomorrow’s wealth in one clear view.
-
Map out the Financial Journey: Align your wealth with your goals.
-
Scenario simulations: model major decisions before you act.
-
Liquidity readiness: prepare your portfolio for major purchases, investment opportunities and emergencies.
Wealth Planning
Unify all your investment assets into the full context of your wealth.
-
Consolidated view: every account and asset across banks, brokers, and funds.
-
Deep portfolio analysis: performance insights and key indicators that reveal the real story behind the numbers.
Investment Assets
Built for Wealth Leaders Who Demand More
Phōs is designed for next-generation High-Net-Worth Individuals who want clarity, intelligence, and full strategic command of their financial life.
Inside Phos, you get:
–
A complete, unified view of your entire wealth.
Real-time intelligence across all your assets and structures.
AI-powered insight, modeling, and scenario planning.
True independence — no hidden agendas, no conflicts.
The strategic rigor of a top-tier Family Office.
Wealth Management, Reimagined.