Questions, answered.

VestAI is an always-on wealth intelligence platform for families, founders, and family offices. It synthesizes markets, macro, geopolitical risk, real assets, and governance into decision-ready clarity — so you can see what matters and what to do about it, in one place.

UHNW families and individuals, founders, single- and multi-family offices, and external asset managers (EAMs) who need continuous, cross-domain intelligence about their wealth and the world that affects it.

Yes — VestAI runs its production infrastructure in Switzerland (Azure Switzerland North), giving your data Swiss data residency. The service is operated by VestAI LTD.

Privacy is by design. Your wealth data is authenticated and private — it is never part of the public website and is excluded from search engines and AI crawlers. Data is hosted in Switzerland, and sensitive fields are encrypted at rest.

VestAI exposes a Model Context Protocol (MCP) connector, so AI assistants such as Claude can securely connect to VestAI and answer questions using VestAI's market, risk, and portfolio intelligence — with your authentication and permission. Details are at vestai.ai/mcp.

Markets and macro, equity and technical analysis, fixed income and credit, crypto, geopolitical risk, and real assets — real estate, energy, shipping, aviation, and art — alongside portfolio risk, governance, and succession.

No. VestAI is an intelligence and decision-support platform, not a licensed financial advisor, and it does not provide personalized investment advice. It gives you the analysis and context to make your own decisions or to work more effectively with your advisors.

Yes. A free tier includes the daily Executive Brief, with paid Wealth plans for the full private wealth-intelligence surface. You can get started at vestai.ai.

The Executive Brief is VestAI's daily intelligence note — markets, macro, and what matters now — published publicly at vestai.ai/executive, with an archive of dated notes.

Yes. VestAI for Advisors & EAMs is advisory intelligence infrastructure for external asset managers and multi-family offices — client intelligence, market updates, and analysis across the book. See vestai.ai/for/advisors.