A private, AI-powered family vault. I keep your documents safe, help you see your whole financial picture, and stand ready to pass it on.
What is DynasticAI
I bring your documents, your money, and your plans into one encrypted home. I organize what you upload, explain what it means in plain language, and keep watch over the details, so the wealth you build is understood by the people you love. Attorney review by Wood Legal Group backs your legal documents, and every action is logged in an immutable audit ledger.
Meet your family office
They work quietly in the background, and they answer plainly when you ask.
Steward
Your overview. Ada greets you and points you to what matters today.
Ledger
Bookkeeping. Vera keeps your records clean and reconciled.
Curator
Documents. Iris organizes the vault and labels every file.
Counsel
Legal brief. Marcus explains your documents, backed by Wood Legal Group.
Trustee
Trust administration. Theo tracks the steps that keep a trust in good order.
Sentinel
Compliance and deadlines. Gregory watches the dates so nothing slips.
Treasury
Cash and budget. Penny tracks your inflows, outflows, and savings.
See how it works
Choose an experience and explore a working sample dashboard. All figures shown are illustrative. Turn on Reveal values to see sample dollars where amounts are masked.
Unlock all seven helpers, the full Wealth OS, concierge support, and add-ons for probate and trust administration.
| Event | Hash | Date | Status |
|---|---|---|---|
| Roth IRA Registered | 0x3c11…d9a2 | Jun 25, 2026 | Verified |
| FAFSA Documents Sealed | 0x9ab0…41ce | Jun 18, 2026 | Verified |
| Savings Account Linked | 0x6f22…88b7 | Jun 11, 2026 | Verified |
Your full family office, sponsored by your school.
Uploading keeps you in control. Automatic bank linking is coming soon.
How your money connects
The default and recommended way to bring in your finances is simple, private, and yours to lead.
Add your statements yourself. Nothing connects to your bank behind your back. You decide what comes in and when.
Iris files each document, Vera reconciles the numbers, and Ada explains your picture in plain language.
When you want it, secure automatic bank linking will let accounts refresh on their own. It stays optional, always.
Pricing
Checkout is being finalized; request access to be notified.
Request early access
Join the families and institutions bringing their wealth into one private, dignified home. We will let you know the moment your vault is ready.
No purchase yet. Just an invitation when we open the doors. Or write to office@dynasticai.com.