Annise
Financial Wellbeing
About
This app consolidates all your financial accounts, including banking, investments, and alternative assets, into a unified view. It uses AI to optimize your portfolio, manage cash flow, and handle estate planning, providing insights previously only available to family offices.
What's New in Annise
2.80.0
July 2, 2026
Apple Watch - pick which Family Office shows on your Apple Watch complication
Subscription plans
Personal - Annual $399.99
Annise Personal Subscription
FAQ
What financial institutions does Annise support?
Annise works with over 12,000 US financial institutions, integrating banking, brokerage (including crypto), and alternative assets. This broad integration allows for a comprehensive overview of your entire financial picture.
How does Annise handle alternative assets?
Annise allows you to add and manage alternative assets like angel investments, real estate, private equity, and more. It tracks capital calls, statements, projected income, and K-1s, providing a centralized hub for these complex holdings.
Is Annise secure for managing sensitive financial data?
Annise provides unmatched transparency into transactions, fees, and performance data, ensuring you have control over your information. Users can change financial institutions or advisors, and their data remains with them.
What kind of analytics does Annise offer?
Annise's analytics calculate metrics like MOICs and IRRs, and deliver performance reporting across your investments. Its cubed architecture aggregates transaction and asset data for advanced insights.
Does Annise have ads?
Yes, Annise contains advertisements. As a free service with in-app purchases, advertisements are part of the user experience.
What are the subscription plan options for Annise?
Annise offers a 30-day free trial, after which users can choose from three plan levels. The 'Personal - Annual' plan is priced at $399.99 per year.
How frequently is Annise updated?
The latest version of Annise is 2.79.0, and it was last updated on January 13, 2026. This indicates a consistent update schedule to improve features and reliability.
What is the age rating for Annise?
Annise has an age rating of 17+, suggesting it is designed for mature users due to the complexity of financial management and investment concepts it handles.
