Intelligencefor Lifeand Legacy.
One platform to aggregate, analyze, and act on your entire portfolio. AI-powered insights that are human-centric — turning your data into clear decisions, fast.
Trusted by 500+investors & family offices
Portfolio Overview
$4,820,340
Asset Allocation
24
Total Assets
11
Accounts
7 new
AI Signals
Assets Aggregated
Clients Worldwide
Asset Classes
Platform Uptime
From data to clarity
in three steps.
Aggregate your entire portfolio of assets with actionable AI and predictive analytics — all in one place. No complexity, no fragmentation.
Connect Everything
Link your assets, accounts, investments, real estate, wallets, and data sources in minutes. One unified view of everything you own.
- Bank accounts & brokerages
- Private investments & funds
- Real estate & hard assets
- Digital assets & wallets
Unify & Automate
Manage portfolios, track private markets, and streamline back-office tasks in one clean dashboard. No more spreadsheet chaos.
- Automated reconciliation
- Portfolio-level reporting
- Back-office workflow tools
- CRM & calendar integrations
Grow with Intelligence
Leverage AI-powered insights, personalized daily briefings, and smart recommendations to make better decisions—faster.
- AI-generated opportunity signals
- Personalized news & research
- Competitor & market tracking
- Suggested next moves
Powerful tools for
every decision.
Unlock AI-driven controls and insights. Everything you need to manage wealth at any scale.
Manage All Accounts
Connect investments, real estate, wallets, and accounts seamlessly. One platform for your entire financial life.
Personalized AI Intelligence
Powerful AI data analysis paired with personalized modules — built around your specific holdings and goals.
Every Asset Type
Integrate all assets — public, private, digital — accounts and transactions in one unified view.
Suggested Moves
AI next-move recommendations based on your holdings with actionable insights and competitor tracking.
Specialized Modules
Pull data from spreadsheets and statements. CRM, calendars, file storage, and back-office tools built in.
Voice Intelligence Hub
Personalized AI-generated daily briefings and voice interface to query your portfolio hands-free.
Jaspy is built
for real-world impact.
Whether you manage your own portfolio or serve hundreds of clients, Jaspy delivers AI-driven intelligence tailored to your world.
Investors
Manage private and public investments, asset tracking, and workflow for new investment opportunities.
Family Offices
Tailored tech to manage private markets, streamline processes, and deliver personalized insights for the whole family.
RIAs
Holistic wealth management with AI insights, portfolio aggregation, efficiency, and client transparency.
Entrepreneurs
Manage assets, track competitors, monitor markets with multi-user flexibility across industries.
HNW Individuals
Reimagine wealth management, unifying assets, private investments, and insights in one intelligent dashboard.
Banks & Institutions
Centralized asset management, AI-driven insights, and streamlined reporting for private institutions.
Three tools.
Zero compromises.
Voice Intelligence Hub
Start your day with a personalized AI briefing. Query your entire portfolio by voice, get instant answers, and stay ahead of market movements.
- Daily AI briefing
- Voice portfolio queries
- Smart alerts & notifications
Research Engine
Research any industry, company, or asset class related to your portfolio. Real-time intelligence paired with your holdings for contextual insight.
- Company & industry deep-dives
- Portfolio-linked context
- Competitive intelligence
Portfolio Aggregation
Aggregate all assets — equities, real estate, private markets, crypto — with AI-powered Life View. See your full picture, take action from one place.
- All asset classes unified
- Life View dashboard
- AI-powered analytics
Join the Jaspy Movement
Ready to explore
your wealth data?
Personalize your entire portfolio in one intelligent platform. No complexity. No fragmentation. Just clarity.