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The AI-Native Family Office

Your entire office, on one intelligent layer.

Elevation AI connects the investments, entities, data, and tools you already have into a single operating system, then puts agentic AI to work across all of it. One secure layer for everything the family knows, owns, and executes.

See how it works
One Layer, Everything Connected

Ask across your whole universe. Task it, and watch the work get done.

Ask and get one answer across every connected system. Task it and agents do the work across your sources. And when something needs attention, it surfaces and gets handled, with your sign-off.

AI Assistant
Ask itSimulation
YouWhat is our real estate exposure in San Francisco?
Queried 4 custodians and property system
Aggregated 11 holdings across 2 funds
Reconciled to source records
Composed answer
Elevation AI

$96.2M across 11 properties and two funds, 19% of net worth. Largest position: Waterline Tower (office), $28.4M. Reconciled to custodian and property records.

  • Custodian feed — reconciled overnight
  • Property system — 4 holdings, live sync
Manual pull ~3 hours → secondsOne question. One trustworthy view.
Save this view to Portfolio Command
Pins the exposure breakdown so it refreshes with each custodian sync.
Confirm
Confirmed: saved to Portfolio Command
Find new assets that match our thesis.

Works across the systems you already run.

  • Custodians

    Positions, transactions, and statements, pulled straight from the custodian.

    • Webhooks

    Also arrives by

    • Secure API
    • Statement files
    • Scheduled drops

    Read-only · daily and intraday

  • Banks

    Balances, transfers, and payment rails across operating and entity accounts.

    • Stripe
    • Webhooks

    Also arrives by

    • Secure API
    • Bank file feeds

    Read-only · balances and transactions

  • Accounting

    Ledgers, payables, and payroll, entity by entity.

    • QuickBooks
    • Xero
    • ADP
    • Workday

    Also arrives by

    • Secure API

    Read-only · ledgers, AP/AR, payroll

  • Property systems

    Rent rolls, opex, and capex from the managers who run the buildings.

    • GraphQL
    • Webhooks

    Also arrives by

    • Secure API
    • Exported reports
    • Spreadsheet drops

    Read-only · monthly and on request

  • Your inbox and files

    Mail, calendar, documents, and threads — with your existing permissions carried over.

    • Gmail
    • Google Drive
    • Google Calendar
    • Microsoft 365
    • Teams
    • Slack
    • Notion
    • Zoom

    Read-only · your permissions, unchanged

Plus anything with an API.

  • CRM & sales

    • Salesforce
    • HubSpot
    • Pipedrive

  • Analytics & BI

    • Tableau
    • Power BI
    • Google Analytics

  • Marketing

    • Mailchimp
    • Hootsuite
    • Google Ads

  • Developer tools

    • GitHub
    • GitLab
    • Jira
    • Confluence

We connect them for you. Your data stays yours.

What Industry Leaders Are Saying
It seems pretty incredible—perhaps even better than I would have expected. The ability to aggregate information across fragmented systems while remaining model agnostic creates something that could fundamentally improve how family offices operate.

Family office executive

Across the Office

One layer across every part of the operation.

Visibility

Net worth, entities, and exposure in one live picture.

ASSETS MINUS LIABILITIES$2.34B
+12.4%
CASH PLUS QUICK-SALE ASSETS$132.8M
+4.1%
ENTITIES11
Connected and current

Deal flow

Source, diligence, execute, and exit, with agents at every stage.

Operations

Capital calls, distributions, approvals, and reporting, coordinated.

Capital call · Fund IIIDue in 4 days$32MAwaiting
Distribution batch3 batches · ready$14.2MReady
Approval · credit drawAwaiting sign-offSign-off

Knowledge

Decisions, documents, and context captured as knowledge blocks, so the office builds a searchable memory instead of scattered files.

IC memo — Caldera LogisticsDecision captured · yesterday
Policy exception — liquidityContext linked · 3d ago
LP briefing notesMemory updated · this week
Why Elevation

  1. Connects what you already run.

    Custodians, banks, funds, entities, and the tools your team lives in, unified into one picture, not another silo to maintain.

  2. Puts AI to work, safely.

    Built as an operating system with agentic AI throughout, not a dashboard with a chatbot added on. It does the work, with a human approving anything that matters.

  3. Every frontier model, no lock-in.

    The best model is selected for each task, across every leading provider. You are never tied to a single vendor's roadmap.

  4. Compounds what the office knows.

    What the office knows is captured as you work and stays searchable, so context survives turnover, succession, and time.

More Than a Platform

Concierge Human Support

You are not handed software and left to make it fit. Specialists who work with family offices every day help you integrate, adopt, and get real value from the platform across the organization.

Personalized support

Teams that understand how family offices actually run, working alongside yours to integrate your systems, drive adoption, and keep finding where the platform creates tangible impact. A partnership, not a black hole.

Maren ColeSenior Family Office ConciergeAvailable now
< 5 minResponse47Sessions4.9 ★Rating
Portfolio ReviewCapital CallsEntity Onboarding
Start ChatSchedule a CallSend EmailView Full Profile
View all concierges →
Our fund admin just opened an API — can we connect it?9:42 AMYes — I'll map the fields and run the first sync with you.9:42 AM
Message Maren…
Enter to send·Shift+Enter for new line

Tailored to your office

Dashboards, reports, apps, agents, and agentic flows, all configured around your entities, your workflows, and your exceptions, so the platform fits the way your office already works instead of forcing you into someone else's mold.

Your spaces
Portfolio command12Deal room8LP portal6
Your agents
Governance monitorChecks allocation limits and liquidity against your IPS, daily.liveRan 9:00 AM
Data freshnessWatches sponsor portals for new quarterly statements.liveRan 8:30 AM
Drift analysisCompares current allocation to target and drafts rebalances.pausedRan yesterday
SourcingScreens listings against your thesis and scores the fit.liveRan 4 min ago
Diligence readerExtracts terms from data-room documents into the deal record.liveRan 2h ago
Relationship mapTraces who introduced whom across sponsors and advisors.liveRuns hourly
ReconciliationMatches custodian statements to positions overnight.liveRan 11:04 PM
Notice drafterDrafts capital call and distribution notices per LP.liveRan 3 days ago
LP conciergeAnswers investor questions from the reporting record.pausedRan last week
Security & Trust

Built for security and discretion

  • Access, controlled

    Secured access across organizations, assets, and deals, with role-based control over who sees what.

  • Models, contained

    Sensitive data is de-identified before it reaches any model provider, and your data is never used to train third-party models.

  • Actions, auditable

    Every data access and every human or agent action is logged and reviewable across the platform.

Build your AI-native family office.

A concierge-led walkthrough on workflows like yours. Live in days, tuned to your office over time.

team@elevationai.com