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Pulse, your weekly read
Every week, X1 tells you what changed across your money, what it means, and what's worth a look, with the evidence behind every line. No digging, no dashboards to babysit.
For Founders & Complex Households
You built something with a lot of moving parts. X1 holds the whole board, shows you where your money could be working harder, and keeps your pros in sync. So nothing slips, and it's not all in your head.
When you've got this much in motion, the costly misses aren't small. They're the coverage gap, the renewal that slipped, the holding that drifted too far. X1 surfaces the one that matters each week, with the proof behind it.
Free · 3 minutes · no credit card
Wealth is a skill, not a status.
— X1 Wealth Philosophy
Accounts, entities, policies, documents, decisions. They live in a dozen places, and nothing shows you how they fit together.
A renewal lapses. A deduction goes unclaimed. A deadline quietly passes. Not because you're careless, but because no one is watching all of it at once.
Your CPA sees taxes. Your attorney sees the estate. Your advisor sees the portfolio. Connecting the dots between them becomes your job, on top of everything else.
The whole picture
Accounts, entities, policies, documents, and the pros who help you act. X1 holds them in one connected picture, so a change in one place surfaces everywhere it matters.
Open a new entity, and you see everything it touches: your estate plan, your taxes, and the pros who handle both.
Three things working together: a weekly read on what changed, answers tied to your real documents, and a vault that turns your paperwork into proof.
Every week, X1 tells you what changed across your money, what it means, and what's worth a look, with the evidence behind every line. No digging, no dashboards to babysit.
Ask anything about your finances and get answers tied to your actual documents and numbers, not generic advice. It knows your situation because it's read your paperwork.
Upload a document and X1 turns it into facts, flags what's missing, and keeps it ready to share with your CPA or attorney. Your paperwork stops being a pile and starts being proof.
Mat has an eye for what's coming next and the entrepreneurial chops to turn emerging trends into real wealth opportunities. He's built his career on spotting the intersection where innovation meets income—and helping others capitalize on it.
Jex is the detail-obsessed strategist who turns big ideas into smooth-running reality. She's all about finding the elegant solution—the one that maximizes impact while minimizing friction. If there's a more efficient way to get something done, she'll find it.
"I've spent years teaching people how to build real wealth. X1 takes those time-tested concepts and pairs them with modern technology—now we can help people implement sound financial strategies more efficiently than ever before."
Clarity for the household. Confidence for the next move.
Upload your actual tax returns or estate documents, or answer a few questions about your family. X1 reads them and shows you what it finds.
2024_Tax_Return.pdf
Ready to analyze
Upload 1-3 years of tax returns. X1 identifies specific optimization opportunities with dollar estimates and CPA conversation starters.
Members find $12,000+ in average missed deductions
Smith_Trust_2022.pdf
Ready to analyze
Upload your estate planning documents. X1 analyzes for gaps, inconsistencies, and opportunities you may have missed.
Catches 3-5 critical issues per review on average
What are your family's core values?
Answer 10 questions about your family's values. X1 builds your complete wealth governance framework: investment philosophy, decision rules, and legacy priorities.
15-minute process replaces a $25k+ consulting engagement
Available with X1 Wealth membership. Encrypted uploads. Never sold. Delete anytime.
Start Free
Answer a few questions and X1 builds your first read in minutes. You'll see what's working, what's slipping, and what's worth a look, with the proof behind it.