Company profile

Annise

The OS for Modern Wealth

Industry
Financial Services
Employees
12
Headquarters
Park City, Utah
LinkedIn followers
258
Office locations
1

Annise company summary

Annise is a company in the Financial Services industry, headquartered in Park City, Utah. On LinkedIn the company has around 12 employees and 258 followers. Its listed specialties include wealth management, alternative assets, stocks and bonds, banking, trusts and estates.

What technology does Annise use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Annise

Annise is a wealth and expense management solution for investors, families, family offices, and their advisors—an AI-enabled Unified Wealth Operating System (UWOS). Seamlessly integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the sophistication and workflows once accessible only to full-service family offices. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family-office approach to managing wealth—without the overhead of legacy software or the cost of traditional family-office infrastructure. Get Started with a Free Trial (30 days, no credit card required, cancel anytime) to experience: -- Holistic View of Wealth -- Alternative Assets -- Income and Expense Management -- Trusts -- Performance Data and Analytics -- Intelligent Document Management Visit https://www.annise.io for more information.

Specialties

wealth managementalternative assetsstocks and bondsbankingtrusts and estatesfamily office

Where is Annise located?

Annise lists 1 location.

Park City, Utah, USHQ
1743 Sidewinder Dr

Compare companies similar to Annise

More companies in Financial Services.

CompanyIndustryEmployeesFoundedHeadquarters
Annise
annise.io
Financial Services12-Park City, Utah
JPMorganChase
jpmorganchase.com
Financial Services235,149-New York, NY, US
Neovest
jpmorgan.com
Financial Services85,869-New York, NY
Goldman Sachs
goldmansachs.com
Financial Services65,450-New York, New York
Nubank
nubank.com.br
Financial Services13,424-São Paulo, SP
Citi
citigroup.com
Financial Services189,5941812New York, New York, US
Morgan Stanley
morganstanley.com
Financial Services102,243-New York, NY
American Express
americanexpress.com
Financial Services96,853-New York, NY, US
Financial Services82,2821870Frankfurt am Main, Hessen
Wells Fargo
wellsfargo.com
Financial Services240,197-San Francisco, California, US
BlackRock
blackrock.com
Financial Services34,1521988New York, NY

Frequently asked questions about Annise

What does Annise do?

Annise is a wealth and expense management solution for investors, families, family offices, and their advisors—an AI-enabled Unified Wealth Operating System (UWOS). Seamlessly integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the sophistication and workflows once accessible only to full-service family offices. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family-office approach to managing wealth—without the overhead of legacy software or the cost of traditional family-office infrastructure. Get Started with a Free Trial (30 days, no credit card required, cancel anytime) to experience: -- Holistic View of Wealth -- Alternative Assets -- Income and Expense Management -- Trusts -- Performance Data and Analytics -- Intelligent Document Management Visit https://www.annise.io for more information.

How many employees does Annise have?

Annise has around 12 employees on LinkedIn.

Where is Annise headquartered?

Annise is headquartered in Park City, Utah.

Build a lead list from companies like Annise

Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.