A new standard in financial intelligence.
The future of money doesn't need more advisors—it
needs intelligence that understands you.
The future of money doesn't need more advisors—it needs intelligence that understands you.
Build your personal wealth OS.
Not noisy finance software. Not fragmented tools pretending to replace judgment. Just a private system for seeing the full picture and staying ahead of what matters.
Build your personal wealth OS.
Not noisy finance software. Not fragmented tools pretending to replace judgment. Just a private system for seeing the full picture and staying ahead of what matters.
Brisa integrates with over 12,000 banks, brokerages, and custodians.
Brisa integrates with over 12,000 banks, brokerages, and custodians.
Say hello to concierge.
Research, reasoning, and polished
answers—delivered together, instantly.
Say hello to concierge.
Research, reasoning, and polished
answers—delivered together, instantly.
Your Full Financial Picture
Brisa brings your assets, liabilities, accounts, and property together into one live view.
Net Worth
$12.9M
21% in June
Your Full Financial Picture
Brisa brings your assets, liabilities, accounts, and property together into one live view.
Net Worth
$12.9M
21% in June
Intelligence on Demand
Get instant answers, analysis, and context-aware insights from an AI built around your finances.
Hi Maya, here’s your market summary for today
Intelligence on Demand
Get instant answers, analysis, and context-aware insights from an AI built around your finances.
Hi Maya, here’s your market summary for today
Your Financial Vault
A secure home for the documents, records, and details that matter across your financial life.
File analysed
Extracted 12 facts
k1_form_2025
Your Financial Vault
A secure home for the documents, records, and details that matter across your financial life.
File analysed
Extracted 12 facts
k1_form_2025
Portfolio Intelligence
Understand how your investments are performing across accounts, asset classes, and time.
Performance
Investments
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Portfolio Intelligence
Understand how your investments are performing across accounts, asset classes, and time.
Performance
Investments
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How Brisa helps
Everything important, finally in one place
Complete net worth tracking
See your assets, liabilities, accounts, and entities in one live view.
Complete net worth tracking
See your assets, liabilities, accounts, and entities in one live view.
Secure Document Vault
Keep statements, tax files, policies, estate docs, and agreements organized.
Secure Document Vault
Keep statements, tax files, policies, estate docs, and agreements organized.
Portfolio performance tracking
Monitor holdings, and performance across investment accounts.
Portfolio performance tracking
Monitor holdings, and performance across investment accounts.
Real estate valuations
Keep property values current with automated estimates.
Real estate valuations
Keep property values current with automated estimates.
Private equity tracking
Track private investments and vesting schedules.
Private equity tracking
Track private investments and vesting schedules.
Multi-currency support
View global assets and liabilities in your preferred currency.
Multi-currency support
View global assets and liabilities in your preferred currency.
Most financial tools show you numbers. Brisa gives you context. Having my accounts, investments, assets, and liabilities in one place has changed how I think about money. I spend less time searching for information and more time making decisions with confidence.
Most financial tools show you numbers. Brisa gives you context. Having my accounts, investments, assets, and liabilities in one place has changed how I think about money. I spend less time searching for information and more time making decisions with confidence.
Mohamed Abdallah
Engineering Manager, Apple
Engineering Manager, Apple
Common questions
Common questions
What does Brisa actually do?
Brisa is a private wealth organization platform. It helps you see your complete financial picture across bank accounts, investments, real estate, private equity, liabilities, documents, and currencies. Instead of managing everything across spreadsheets, statements, folders, and portals, Brisa brings it into one calm, secure system.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance. Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Is Brisa available on mobile devices or desktop only?
Currently, Brisa is a desktop-only platform, optimized for larger screens to provide a comprehensive and detailed view of your finances.
How can I request changes to my data or delete my account?
You can update your account information in the Account and Profile sections. To delete your account, navigate to the Account tab and select the 'Permanently Delete Account' option.
Does Brisa share my data with third parties?
Brisa may share your data with service providers, business partners, or for legal compliance, but we never sell your personal information. For more information, please review our Privacy Policy.
What does Planar actually do?
Brisa is a private wealth organization platform. It helps you see your complete financial picture across bank accounts, investments, real estate, private equity, liabilities, documents, and currencies. Instead of managing everything across spreadsheets, statements, folders, and portals, Brisa brings it into one calm, secure system.
How secure is my data?
Security is built into the product at every layer. All data is encrypted in transit (TLS 1.2+) and at rest using industry-standard AES-256 encryption. We use role-based access controls, enforce multi-factor authentication options. Our infrastructure is hosted on reputable cloud providers with SOC 2 Type II, ISO 27001, and GDPR compliance. Customer data is logically isolated and backed up automatically with defined retention policies to prevent data loss.
Is Brisa available on mobile devices or desktop only?
Currently, Brisa is a desktop-only platform, optimized for larger screens to provide a comprehensive and detailed view of your finances.
How can I request changes to my data or delete my account?
You can update your account information in the Account and Profile sections. To delete your account, navigate to the Account tab and select the 'Permanently Delete Account' option.
Does Brisa share my data with third parties?
Brisa may share your data with service providers, business partners, or for legal compliance, but we never sell your personal information. For more information, please review our Privacy Policy.
How does your pricing work?
Brisa may share your data with service providers, business partners, or for legal compliance, but we never sell your personal information. For more information, please review our Privacy Policy.
Can I customise the platform to match my workflows?
Get started today
Get started today
Get started today
Our success depends on thinking boldly and building with precision. We’re building a higher standard for financial intelligence, and holding ourselves to the work that standard demands.
Brisa is a personal finance platform and not a bank, broker, or financial advisor.
© 2026 Brisa Technologies
Your personal wealth OS.
Our success depends on thinking boldly and building with precision. We’re building a higher standard for financial intelligence, and holding ourselves to the work that standard demands.
Brisa is a personal finance platform and not a bank, broker, or financial advisor.
© 2026 Brisa Technologies
Your personal wealth OS.
Brisa is a personal finance platform and not a bank, broker, or financial advisor.
© 2026 Brisa Technologies
Your personal wealth OS.