Brisa

What is Brisa?

Brisa is a personal wealth operating system designed to centralize and simplify your financial life. It combines real-time net worth tracking, AI-powered financial intelligence, and a secure document vault into one seamless platform. With Brisa, you can connect all your assets, liabilities, accounts, and properties to get a live, holistic view of your net worth. The platform automatically updates and categorizes your financial data, allowing you to see trends like a 21% increase in net worth over a month. Its AI assistant provides instant answers and context-aware insights, such as market summaries tailored to your portfolio, helping you make informed decisions without needing a human advisor. The secure document vault lets you upload and analyze important files—like tax forms or estate documents—extracting key facts and keeping everything organized. For investors, Brisa offers portfolio intelligence that tracks performance across accounts, asset classes, and time, with visual charts showing monthly and yearly trends. Use cases include personal financial management, investment monitoring, tax preparation, and estate planning. Technically, Brisa uses bank-level encryption and secure connections to protect your data. It integrates with major financial institutions via Plaid or manual entry, and its AI is trained on financial data to provide accurate, personalized insights. Pricing is subscription-based, with a free demo available. Brisa is ideal for individuals who want to take control of their finances, reduce clutter, and gain actionable intelligence without hiring a financial advisor. It's built for modern users who value privacy, automation, and a single source of truth for their wealth.

Use Cases

Key Features

Who is it for?

individual investors, personal finance managers, tax preparers, estate planners, high, net, worth individuals, financial advisors

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