Wealth management and family office software for sophisticated investors
AI readiness and visibility for growing businesses, in plain English
Stage
Established
Not given
Founded
2021
Not given
Based in
US
CH
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Free: AI Business Readiness Quiz, AI Visibility Quiz, and AI ROI Calculator. Prompt Packs: from $9.99, instant download. AI Readiness Reports: $27–$47. Atelier websites: $697 (Landing), $1,497 (Brand Site), $2,997 (Authority), $5,997 (Premium).
Key features
AI-powered document ingestion
Entity map visualization
Capital call forecasting
Multi-asset performance analytics
Automated data aggregation
Deal and due diligence tools
Investor portal and CRM
AI-powered workflows
Open architecture and API platform
Lens store for custom use cases
AI ROI Calculator showing time and money savings across 12 industries
Personalized 90-day AI implementation roadmap reports
Atelier bespoke websites with no subscriptions or platform lock-in
What makes it different
Flat-fee pricing model that doesn't scale with assets under management
SOC 2 compliant with military-grade security for sensitive financial data
Built by team behind global #1 apps and Deloitte Fast 500 companies
Founded by Swiss risk analyst with 15 years running corporate risk programs across 50+ countries
Frameworks grounded in peer-reviewed AI research and McKinsey's State of AI report
No subscriptions, no salespeople, no jargon—clarity and plain English only
Atelier websites deliver in 5–30 days with full code ownership and no platform lock-in