Intelligence for consequential wealth

VestAI — Wealth intelligenceThe world changes.
Your world feels it.

VestAI watches markets, geopolitics, and your private structures together — and projects each change against everything you hold, before the consequences arrive.

Executive BriefOpen your world
A quiet room at twilight above a Swiss lake — documents ready on the tableQuietly working
GovernedPolicy by design
SwissData sovereignty
AuditableEvery reasoning trace
1 · This morning

“What changed overnight — and where does it touch me?”

Macro doesn’t move portfolios. Macro plus your structure does.

Every overnight signal is projected against your actual holdings — your duration, your concentration, your obligations — and returned with the cost in francs and the move to consider. Before your first meeting.

2 · The system

“What should I be paying attention to?”

One governed intelligence system. Not many tools.

VestAI watches the external world and your private exposures together. Markets, geopolitics, shipping, aviation, rates, liquidity and portfolio structure are translated into scenarios. Aperture then pressure-tests your book, identifies where you are vulnerable, and proposes the next best action.

01SignalsThe world changes.
  • Markets
  • Geopolitics
  • Shipping
  • Aviation
  • Rates
  • Liquidity
02Scenario creationIf this continues, accelerates, or breaks.
  • Each signal becomes a what-if path.
03ApertureThe engine pressure-tests your book.
  • Across assets, structures, entities and obligations.
04Client weaknessWhere you’re exposed.
  • Concentrated
  • Illiquid
  • Misaligned
  • Over-leveraged
05ActionsThe next best move.
  • Hedge
  • Rebalance
  • Raise cash
  • Review structure
  • Alert advisor
3 · Before it breaks

“Am I prepared for what’s coming?”

A shock you’ve rehearsed isn’t a shock.

We monitor what moves markets — ships, chokepoints, military flights, crop fires — and stress-test your actual holdings against real scenarios. So when volatility arrives, you’ve already seen it.

Risk radarFive risks frame the new week · 23 July 2026
1

The two-chokepoint oil crisis runs toward $100+

RisingHigh impact

A two-chokepoint war with no clean re-route re-loads inflation and lifts the long end — energy the windfall, the metals the record haven.

2

The AI-capex reckoning spreads from Alphabet to the complex

RisingHigh impact

If the market keeps selling the AI spend, the capex-ROI question de-rates the whole crowded leadership — the exposure to test.

3

The US-China AI conflict turns into sanctions

RisingMedium impact

A sanctions escalation could disrupt the AI supply chain and invite retaliation on chips — a new cross-border risk vector.

Refreshed with every edition.Full risk radar →
Plans

Same intelligence.
Different scopes of responsibility.

Choose what fits. Evolve as life does. The intelligence never changes — only the surface area you ask it to look after.

Free0 CHF/moOrientation without obligation.For individuals exploring long-term context.
PersonalRecommended19 CHF/moClarity for one life.For individuals building calm control.
Wealth49 CHF/moStewardship begins.For families and shared responsibility.
Wealth+149 CHF/moAccountability without noise.For auditable stewardship.

Capacity extends at any time with add-ons. Usage-based AI and API access is available on every plan.

“Can my agent ask too?”

Your agent inherits VestAI’s governance the moment it connects.

Explore the MCP connector →

When you look after others’ wealth.

Multi-client oversight, compliance trails, governed AI — across your entire book.

Asset managers — vestai.ai/eam →
Questions

Common questions.

01How do I choose the right plan?
Plans reflect scope of responsibility, not feature access. The intelligence is the same across all tiers — what changes is the governance structure around it: how many people, entities, and policies you can manage. Start with Free to explore. Move to Personal when you want your own workspace. Upgrade to Wealth or Wealth+ when responsibility grows beyond yourself.
02What happens if I reach my plan’s capacity?
Nothing breaks. You can extend capacity at any time with add-ons (additional households, portfolios, entities) or upgrade to a plan with broader governance. VestAI is designed to remain available when decisions matter.
03What does ‘Pay-As-You-Go’ mean?
Pay-As-You-Go is available across all tiers via API and on-demand workflows. It covers AI usage and advanced computations — stress tests, scenario projections, and model queries. Subscriptions govern your workspace; PAYG governs usage. They work independently.
04Can I bring my own model provider?
Yes. You may connect any model provider you already use. VestAI then charges only for its platform layer — agents, orchestration, and data services — while model usage is billed through your provider. Provider choice is yours; the governance is ours.
05Does the AI get ‘better’ on higher tiers?
No. The intelligence core is identical across all plans. What expands is governance scope — how many entities, policies, approvals, and audit trails you can define. Higher tiers don’t unlock smarter AI; they unlock deeper accountability structures.
06What is VestAI, underneath the interface?
VestAI is a governed intelligence layer. It sits above models and below applications, controlling how intelligence is generated, routed, and allowed to act — independently of any single provider. This is why VestAI can stay calm and consistent: outputs are constrained by design, with policy gating, deliberate escalation, and reviewable logs.
07How current is the intelligence?
VestAI continuously incorporates fresh data and research. When timing matters, this is made explicit. Longer-horizon context is clearly distinguished from near-term developments.
08Where is my data processed?
VestAI operates on Swiss-based cloud infrastructure, designed for strict privacy and security expectations and compliant with applicable data-protection requirements.
09Does VestAI replace professional advisors?
No. VestAI supports and strengthens human judgment but does not replace professional advisors, internal teams, or decision authority. Final decisions remain with you and your advisors.
10Where can I find your legal and privacy policies?
Our full documentation is available here: Terms of Use, Privacy Policy, Service Credit Terms.
11Who is VestAI not designed for?
VestAI is not built for day-trading, real-time speculation, or users seeking instant recommendations. It is designed for long-term, responsibility-bearing decision-makers.
12Important disclaimers
VestAI provides AI-powered tools for informational and educational purposes only. It does not provide financial, investment, legal, or tax advice, nor does it create any fiduciary relationship. Users should consult qualified professionals before making decisions.
Executive contact

Speak to the desk.

For principals, family offices and advisors — a direct line, answered by people.

We watch the world change. We tell you what it costs you. Before the consequences arrive.

Executive BriefOpen your world
VestAI — Wealth Intelligence. Swiss-Grade Privacy.