The first AI that knows your money.

Generic financial advice is everywhere. What's been missing is an intelligence that actually knows you — your accounts, your holdings, your spending, your goals — and can answer in plain English.

That's Concierge.

Concierge is a personal financial assistant that lives inside Brisa. It has direct access to your financial data: your portfolio, your transactions, your balances, your loan terms, your retirement timeline. It uses all of it to give you answers that are specific to you, not boilerplate.

Ask "How did I actually do on dining out this month?" and Concierge pulls your transactions, filters by category, and tells you — with real numbers. Ask "What if I put an extra $500 toward my mortgage?" and it runs the math against your real loan. Ask "Should I worry about my tech exposure?" and it looks at your holdings, shows you the breakdown, and puts it in context.

Concierge can also give you market summaries that are actually yours. A read on your portfolio today. A global markets update, framed around what you hold. Not a generic headline reel — an update about you.

This is what we mean by AI-native wealth management. The AI isn't bolted onto a dashboard — it *is* the interface. You don't navigate to the right screen to find a metric. You ask, and Concierge retrieves it, reasons about it, explains it, charts it if you want, and searches the web if it needs to.

Harvey has your legal documents. Cursor has your codebase. Concierge has your money. That context is everything. It's the difference between advice and answers.

Concierge is available today for every Brisa user. Open the app and ask it anything.