# Annise — Financial Wellbeing > AI-powered unified wealth operating system for investors, families, and advisors. (iPhone/iPad app by Annise, Inc..) - Source: https://appshunter.io/ios/app/annise/id1468466023 (this page in markdown: same URL + `.md`) - Developer: [Annise, Inc.](https://appshunter.io/developer/1468466022) - Category: Finance, Education - Price: Free with in-app purchases - Rating: 5.00/5 from 3 App Store ratings - Age rating: 17+ - Requires: iOS 17.6 · 87 MB - Languages: English - Released: 2019-12-22 - Data updated: 2026-07-05 - Monetization: free with in-app purchases - User reviews in markdown: https://appshunter.io/ios/app/annise/id1468466023/reviews.md ## What is Annise? I used to keep everything in a million spreadsheets… I couldn’t keep track of capital calls. This pulls everything together––I’m able to make better decisions and have better discussions with advisors.” –– Investor Annise is a wealth and expense management solution for investors, families, and their advisors––an AI-enabled Unified Wealth Operating System (UWOS). Integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the sophistication and workflows once accessible only to full-service family offices. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family-office approach to managing wealth––without the overhead of traditional family-office infrastructure. Holistic View of Wealth From banking and brokerage to crypto, real estate, personal property, and collectibles––Annise captures it all. It identifies opportunities to optimize your portfolio and provides powerful alerts and messaging to keep you informed of transactions, insights, and opportunities.* Alternative Assets Add angel investments, real estate, stock options, private equity, venture funds, and other alternatives––along with private credit and mortgages––and manage capital calls, statements, projected income, and K-1s in one place. Transparency and Control Annise provides unmatched transparency into transactions, fees, performance, and proprietary-to-you portfolio data. You can change financial institutions or advisors––your data stays with you. Advanced Data and Analytics Annise’s cubed architecture aggregates all bank/brokerage transactions and asset characteristics (pricing, credit ratings, etc.). Its analytics calculate MOICs and IRRs, and deliver performance reporting across your investments.** Liquidity Management For assets with capital calls, maturities, estimated taxes, or recurring funding needs, managing cash flow is critical. Annise helps you project liquidity and plan through income, asset sales, and/or credit draws. From bond maturities to capital calls, Annise tracks it all. Estate, Trusts, and Estimated Taxes Annise supports estate and trust workflows, enabling assignment of assets, trustees, and beneficiaries, plus document management and permissioned access for tax, legal and financial advisors, along with trustees, executors, and beneficiaries. AI Optimization Annise uses AI to eliminate busywork––reconciliation, document extraction, categorization––and deliver real-time insights and opportunities.* Annise works with over 12,000+ US financial institutions.*** Take the Next Step in Your Wealth Journey Annise offers a 30-day free trial to experience the platform. After the trial, choose from three plan levels based on your needs. Pricing: annise.io/pricing Privacy policy: annise.io/privacy Terms of Use: apple.com/legal/internet-services/itunes/dev/stdeula/ Questions: support@annise.io *Annise is a technology platform and does not provide financial, legal, or tax advice. **Past performance is not indicative of future results. ***Annise partners with Plaid and ByAllAccounts for user-permissioned account aggregation. ## Key features - Unified view of all assets - AI-driven portfolio optimization - Alternative asset management - Liquidity and cash flow projection - Estate and trust management - Transaction and fee transparency ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Personal - Annual $399.99 | $399.99 | per year | ## Frequently asked questions about Annise ### 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. ## Version history (last 5 releases) ### 2.80.0 — 2026-07-02 Apple Watch - pick which Family Office shows on your Apple Watch complication ### 2.79.0 — 2026-01-13 - Small bug fixes and performance improvements ### 2.77.0 — 2025-11-18 - Sign up with Google – You can now sign in or create an account directly using your Google account. - Small bug fixes and performance improvements ### 2.73.0 — 2025-11-15 Bug fixes and performance improvements. ### 2.72.0 — 2025-07-28 - The chart has been refreshed with a more modern and intuitive design for a better user experience. - Resolved an issue with the navigation from the securities list to the asset card or the security’s key data. ## Apps similar to Annise | App | Rating | Price | Category | | --- | --- | --- | --- | | [Tribe Invest](https://appshunter.io/ios/app/tribe-invest/id6747983819) | — | Free | Finance | | [CORA Capital](https://appshunter.io/ios/app/cora-capital/id1621300411) | 3.5 (2) | Free | Finance | | [Brookwell - Modern Banking](https://appshunter.io/ios/app/brookwell-modern-banking/id6752265926) | 5.0 (7) | Free | Finance | | [Progressive Wealth](https://appshunter.io/ios/app/progressive-wealth/id6476488643) | — | Free | Finance | | [Plan Ahead Wealth Advisors](https://appshunter.io/ios/app/plan-ahead-wealth-advisors/id1187850952) | — | Free | Finance | | [Linn Mobile Quotes](https://appshunter.io/ios/app/linn-mobile-quotes/id1421998210) | — | Free | Finance | ## Related topics [corebridge financial](https://appshunter.io/ios/topics/corebridge-financial) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*