Private Wealth Operating System

Your financial life,
commanded.

A discreet command center for high-net-worth individuals — net worth intelligence, tax optimization, estate readiness, and AI advisory in one gold-standard experience.

Request membership — from $1,200/mo

Invitation-only · SOC 2 aligned · Read-only aggregation

256-bit encryption·Never sold to third parties·CPA-ready exports·White-glove onboarding

The platform

See. Optimize. Protect.

Command Center

Unified net worth across real estate, equities, private equity, crypto, art, and operating businesses.

$35M+
demo portfolio tracked
Tax intelligence

Harvesting alerts, gain timing, QOZ and DAF opportunities — with CPA-ready briefs in one click.

$114K
modeled savings identified
Legacy & lifestyle

Estate readiness scoring, lifestyle burn monitoring, and scheduled executive briefs to your inbox.

94%
estate playbook completion

Executive brief preview

“Your portfolio stands at $34.2M with elevated tax exposure in public equities. Three harvesting opportunities could reduce 2026 liability by an estimated $114,000.”

— Generated by AURUM Private Briefs · Sample output

Trust by design

Built for families who cannot afford leaks.

  • ◆ Read-only custodian connections — we never move your money
  • ◆ Activity audit log on every export and share
  • ◆ AI outputs include advisor disclaimers and source timestamps
  • ◆ Dedicated onboarding with a named wealth concierge
aurum.security
status: encrypted_at_rest
session: jwt + httpOnly
aggregation: read_only
compliance: advisor_disclaimer
tier: ultra_private

Membership

Priced for seriousness, not scale.

One client pays more than a thousand free users. AURUM is built for that economics.

Private
$1,200/mo
  • Full command center & portfolio
  • Tax optimizer & lifestyle monitor
  • AI advisor · 50 sessions/mo
  • Monthly executive brief
Start membership — $1,200/mo
Most selected
Ultra Private
$2,400/mo
  • Everything in Private
  • Weekly concierge briefs · unlimited AI
  • Family office multi-entity view
  • White-glove onboarding & CPA portal
Ultra Private — pay or wire
Sign in