New · Cash-flow calendar and Domi are live

Your family wealth,
one operating system.

DomusOS brings every account, entity, advisor, and document under one signed-in surface. Net worth that updates as the market moves. Cash flow you can see twelve months out. A private team channel that already knows your portfolio.

No credit card required·Cancel anytime·End-to-end encrypted messaging (rolling out)
Live coverage across 15,000+ U.S. banks, brokerages, and custodians — plus manual entry for private holdings, real estate, art, and crypto wallets.
Everything in one place

Built for the way family wealth actually works.

Most platforms were designed for either retail investors or institutional funds. DomusOS is designed for households that sit somewhere in between — with operating businesses, private holdings, multiple entities, and a team of advisors.

One view of net worth
Connect every brokerage, bank, custodian, and private fund. We aggregate, deduplicate, and reconcile so net worth is always live — across every account and entity.
Domi that knows you
Hit ⌘. to ask Domi anything. Concentration risk, sector tilt, tax-loss candidates, rebalance ideas — your holdings and entities are already in context.
Your team in one thread
Bring your CFO, attorney, CPA, and wealth advisor onto one encrypted channel. Share charts, ask questions, get answers — without losing the thread.
The cash-flow calendar
Every dividend, coupon, distribution, tax payment, and capital call laid out month by month. Stop being surprised by April 15 or a $250K wire.
Entities, mapped
Trusts, LLCs, foundations, partnerships — DomusOS keeps ownership %, beneficiaries, and successor trustees attached to every holding.
A news brief tuned to you
A short daily brief covering only the tickers, sectors, and macro themes that move your balance sheet. No noise.
Aggregation

Every account. Every asset class.

We aggregate through three independent partners so coverage gaps in any single network don't become coverage gaps for you — 15,000+ U.S. institutions across banks, brokerages, custodians, retirement plans, and some private-fund admins. For real estate, collectibles, and crypto wallets, manual entries take seconds and update from third-party valuations.

  • Bank, brokerage, custody, and 401(k) coverage out of the box
  • Private-fund holdings with quarterly NAV reconciliation
  • Real estate valuations + manual adjustment
  • Crypto via wallet addresses — no API key needed
Read the full aggregation story
Intelligence

Domi that already knows the file.

Bring up Domi with ⌘. from anywhere in the product. Ask in plain English. The model already has your holdings, cost basis, entity structure, and recent transactions in its working context — so the answers are about your portfolio, not a generic textbook.

  • Single-name and sector concentration alerts
  • Tax-loss harvest candidates with wash-sale checks
  • Rebalance and trim suggestions tied to your IPS
  • One-click draft to your wealth advisor
How Domi works
Cash flow

See the year laid out, month by month.

Every dividend, coupon, K-1 distribution, capital call, quarterly estimate, mortgage payment, and tuition bill — twelve months ahead, in a single calendar. Click a month to see the line items. Click a line item to see the underlying holding.

  • Auto-projected from your holdings and tax setup
  • Manual overlays for known one-time events
  • Liquidity gap alerts before they hit your checking account
Tour the cash-flow calendar
Who it's for

Three kinds of households. One platform.

For families

One principal running their own balance sheet.

You don't need a multi-family office — you just need one place to see what you own, who manages it, and what's coming due.

Personal Wealth — $29/mo
For new offices

White-glove buildout for new or migrating family offices.

Our team does the heavy lifting: structuring entities, migrating from your spreadsheet world, and coordinating with your CPA and estate attorney.

Family Office Buildout
Security

Built for the world's most private balance sheets.

DomusOS is designed from the database up to protect what it holds. We never sell data, never run ads, and never use your portfolio to train third-party models.

Trust center
Built on SOC 2 Type II infrastructure
Our hosting, identity, payments, and aggregation partners each carry current SOC 2 Type II reports. Our own audit is on the roadmap.
End-to-end encrypted messaging
Signal-protocol E2EE (X3DH + Double Ratchet) for 1:1 messages between household members and advisors — rolling out now, with each device publishing its own keys at sign-in. Group threads (MLS) ship next.
Enterprise sign-on
SSO, MFA, passkeys, and granular session control out of the box.
Bank-grade encryption at rest
AES-256 for stored data; per-tenant KMS keys with audit-logged access.

Ready to put your wealth on one screen?

Try the full product free for 14 days. No card, no setup call — you'll see your full balance sheet inside an hour.