The First AI System
That Runs Your Financial Life
Sophisticated wealth management for high-income professionals and business owners. Automate your cashflow, optimize taxes, and grow your net worth with an AI-powered operating system.
Processing Rate
1.2 TB/s
AI Confidence
99.8%
Wealth Snapshot
High-fidelity metrics across your entire financial ecosystem.
Financial Health Score
trending_up +12% this month
Safe-to-Spend
$12,450
After tax, savings, and fixed overhead
Survival Runway
42 Months
Duration based on current liquid assets
Core Wealth Modules
Six autonomous engines working in sync to protect and grow your legacy.
AI Cashflow
Real-time tracking of every dollar across 40+ financial integrations.
"Your subscription burn increased by 14%. Recommend canceling 3 unused SaaS tools."
Wealth Forecasting
Monte Carlo simulations of your net worth trajectory based on 50+ variables.
"At current trajectory, you will reach Financial Independence in Oct 2031."
Tax Optimization
Autonomous tax-loss harvesting and strategy execution for high-earners.
"If you sell these 2 stocks now, you save $2,140 in taxes this year."
Investment Intelligence
Portfolio rebalancing and alpha detection powered by alternative data.
"Exposure to Tech is 15% above target. Opportunity: Energy Sector rotation."
Spending Anomaly
Instant detection of lifestyle creep, fraud, or duplicate billings.
"Alert: Unusual $1,200 charge from 'CloudSvc' detected. Verification required."
Goal Planning
Dynamic adjustment of milestones based on market and life changes.
"New Home Goal: Ahead of schedule. You can safely increase budget by $100k."
Choose Your Operating Tier
From automated AI to full private family office support.
Starter
Essential Tracking
- check_circle AI Cashflow Tracking
- check_circle Basic Forecasting
- check_circle 3 Account Connections
Pro
Wealth Optimization
- check_circle Everything in Starter
- check_circle Tax Optimization
- check_circle Unlimited Connections
Elite
Advanced Management
- check_circle Everything in Pro
- check_circle Investment Intelligence
- check_circle Priority Support
Ultra
Human + AI Advisory
- star Dedicated Human Lead
- star Custom Asset Allocation
- star Estate & Legal Planning
- star 24/7 Concierge Support
Ready to hand over the
controls to your wealth?
Join 1,200+ high-net-worth individuals using AurexFin to automate their financial legacy.
No credit card required for initial setup. Secure bank-level encryption (AES-256).