Brisa
What is Brisa?
Brisa is an AI-first personal wealth management platform and 'wealth OS' built for users in the US and Canada. It consolidates a user's full financial picture—including assets, liabilities, bank accounts, investment portfolios, real estate, private equity, documents, and multiple currencies—into a single, secure live view. Moving away from traditional spreadsheets or fragmented tools, Brisa utilizes an integrated AI assistant called Concierge to provide context-aware insights, financial research, and reasoning explained in plain language, making personalized wealth intelligence accessible without the need for expensive human private advisors.
How to use Brisa?
To use Brisa, users sign up for an account, log in via a desktop browser, and securely integrate their financial institutions, bank accounts, or brokerages. Users can then track their complete net worth, upload financial files to the secure Document Vault for automated fact extraction, monitor investment portfolios, and interact with the Concierge AI Assistant for instant financial analysis and insights.
Brisa's Core Features
Complete net worth tracking across assets, liabilities, and entities
Concierge AI Assistant for instant research, reasoning, and insights
Secure Document Vault with automated fact extraction from files
Portfolio performance tracking across multiple investment accounts
Automated real estate valuations and private equity tracking
Multi-currency support for global asset management
Integration with over 12,000 banks, brokerages, and custodians
Brisa's Use Cases
Consolidating multiple bank, brokerage, and investment accounts into one live dashboard
Uploading complex financial documents like K-1 forms to automatically extract key financial facts
Tracking private equity investments, vesting schedules, and property valuations alongside liquid assets
Asking a context-aware AI assistant for instant financial summaries and plain-language market analysis
FAQ from Brisa
What does Brisa actually do?
How secure is my data on Brisa?
Is Brisa available on mobile devices?
How can I delete my account or request data changes?
Does Brisa share my data with third parties?
Brisa Reviews (0)
Brisa Pricing
Monthly Plan
$80/mo
Full access to all features, including connecting up to 10 FIs, net worth tracking, manual accounts, currency conversion, transaction tracking, Concierge AI Assistant, Document Vault, investment portfolio tracking, automatic real estate valuation, and private equity tracking.
Annual Plan
$800/yr
Full access to all features with an annual discount. Includes all core features such as connecting up to 10 FIs, Concierge AI Assistant, and net worth tracking.
Analytic of Brisa
Brisa Website Traffic Analysis
Brisa Launch embeds
Use website badges to drive support from your community for your Toolify Launch. They're easy to embed on your homepage or footer.
Social Listening