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For family offices and the people who advise them

Institutional-grade clarity for private wealth.

ScalableWealth pairs a deterministic, auditable portfolio dashboard with an AI copilot that answers in citations — one source of truth, two ways to work it.

Aurora Family Office All accounts

Total portfolio value

$48,236,910

+1.24% today · +$590,420

Cash available

$2.14m

YTD return

+8.6%

Positions

64

Last audit event

2 min ago

Product preview — illustrative data

The platform

One source of truth. Two interaction modes.

Modern wealth software has to be two things at once: a system of record you can defend in an audit, and a research partner that keeps up with your questions. ScalableWealth refuses to trade one for the other.

Deterministic dashboard

Point-in-time portfolio numbers from materialised holdings — immutable, auditable, reproducible. The same query returns the same answer, every time.

Cited AI copilot

Ask questions in plain language. The copilot answers by invoking typed tools against the same rows the dashboard renders, and every answer cites figures you can drill back into.

Compliance built in

Every tool call, refusal, and policy decision lands in an append-only audit log. Guardrails screen inputs and outputs so the copilot informs — it never advises.

Document intelligence

Statements, deeds, and mandates live alongside the portfolio. Extracted text is searchable by you and by the copilot, with the originals preserved.

Ten workspaces, one platform

  • Portfolio overview
  • Accounts & holdings
  • Market data
  • Watchlists
  • News
  • Modelling
  • Backtesting
  • Calendar
  • Notes
  • Documents

Overnight markets

The session, before your first coffee

The platform opens each day with an end-of-day snapshot across the regions your portfolios actually touch — equities, FX, and commodities in one glance.

Illustrative data
End-of-day market snapshot (illustrative figures)
Index Last close Change
S&P 500 SPX 6,184.52 +0.43%
Nasdaq 100 NDX 22,411.18 +0.71%
Euro Stoxx 50 SX5E 5,312.40 -0.22%
FTSE 100 UKX 8,642.31 +0.12%
Nikkei 225 NKY 41,203.77 -0.58%
S&P/ASX 200 AS51 8,377.90 +0.31%
AUD / USD AUDUSD 0.6712 +0.18%
Gold (USD/oz) XAUUSD 3,318.60 -0.35%

As of 2026-06-10. Figures shown are illustrative samples of the in-app experience, not live market data.

For investors

Built like infrastructure, priced like software.

One source of truth

Dashboard and copilot read the same materialised rows — no second system to reconcile.

Full audit trail

Tool calls, refusals, and policy violations recorded append-only for compliance review.

Cloud-native economics

Serverless AWS architecture that scales to zero — infrastructure cost tracks usage, not headcount.

Typed tool registry

The copilot reaches data only through 17 typed, tenancy-enforced tools. No free-form database access.

Interested in the platform as an investment? Reach out via the contact page and tell us about yourself. Contact us

Be first in when early access opens.

We are onboarding a small cohort of family offices and advisors ahead of general availability. Join the waitlist to reserve a place.