THE DIGITAL FAMILY OFFICE
Your household,
operating
Together.
One unified view of your household wealth — investments, taxes, retirement, and spending — with an AI advisor that acts, not just answers.
Trusted by households who bank with
Chase · Fidelity · Vanguard · Schwab · Plaid
Net Worth
$4.2M
+2.4% this month
Allocation
Alpha Feed
+$124,000 Unrealized Gains
AI: Roth conversion window open — save $12,400
Your finances are complex.
Your tools aren't.
Most couples manage their money across a dozen tools. None of them talk to each other. Aurelius connects every account, every partner, every decision — into one intelligent system.
Scattered Accounts
Checking, investments, 401k, crypto — across five institutions with five logins.
Blind Spots
Your partner's spending. Hidden subscriptions. Tax opportunities passing you by.
Generic Tools
Apps built for individuals. You're a household. That changes everything.
FEATURE
Every dollar. Every account. One view.
See your entire household — checking, investments, crypto, real estate — in a single command center. No more app-switching.
Diversification
Sectors
Correlation
Annual Fees
$2,847
/yr across all accounts
FEATURE
Your portfolio, examined.
Diversification scoring, sector analysis, fee optimization, and correlation mapping — the analytics your brokerage doesn't show you.
$2,340 on dining — 18% over budget. Top: Nobu $840, Eleven Madison $620.
FEATURE
Ask anything. Get answers that act.
Aurelius doesn't just answer — it navigates you to the right page, applies filters, and generates charts. Available via web, Telegram, and WhatsApp.
Retirement Timeline
Scenario Comparison
85%
Current Plan
72%
Early Retire (60)
FEATURE
Will the money last?
Monte Carlo projections, Roth conversion windows, Social Security optimization — personalized to your household's actual income and accounts.
Harvest Opportunities
Total potential savings: $1,096
FEATURE
Harvest losses. Keep gains.
Automated scanning of unrealized losses across all accounts. One-click harvest with wash-sale protection.
Alex's View
Jordan's View
FEATURE
Together, with boundaries.
Each partner controls what the other sees. Private purchases stay private. Household finances stay transparent.
Three steps to clarity.
Get started in under 5 minutes. No spreadsheets. No manual entry.
Connect Your Accounts
Link your bank, brokerage, and credit cards through Plaid. 256-bit encryption.
Aurelius Analyzes
Your AI advisor maps spending, investments, taxes, and retirement — across both partners.
Act on Insights
Get proactive alerts, execute tax strategies, and optimize your household wealth — all from one place.
Simple, transparent pricing.
Start free. Upgrade when you're ready.
Essential
- ✓Manual account tracking
- ✓Budget framework
- ✓Goal setting
- ✓Net worth dashboard
- ✗Bank sync
- ✗AI advisor
- ✗Partner access
- ✗Tax optimization
- ✗Retirement planning
Premier
- ✓Everything in Essential
- ✓Automatic bank sync
- ✓AI financial advisor
- ✓Partner access
- ✓Flex budgeting
- ✓Subscription detection
- ✗Tax-loss harvesting
- ✗Social Security optimizer
- ✗Trade execution
Family Office
- ✓Everything in Premier
- ✓Tax-loss harvesting
- ✓Social Security optimizer
- ✓Trade execution
- ✓Advisor access
- ✓Priority support
Trusted by discerning households.
We finally see our complete financial picture. The Roth conversion analysis alone saved us $24,000 last year.
— S.K., Physician Household
The privacy controls are exactly what we needed. I can manage my investments without my partner seeing every trade.
— A.M., Tech Executive
Having an AI advisor on Telegram that knows our entire financial picture — it’s like having a CFO on speed dial.
— R.J., Real Estate Investor
Testimonials are illustrative of the Aurelius experience.
Join the Private Office.
We're onboarding households individually during early access. Request your invitation below.
Your information is encrypted and never shared.