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Wealth
Multiply your potential, exponentially.
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X1 Membership
Put everything in the Vault. Get a short weekly summary of what changed and what needs your attention. Hand your CPA a one-page summary where every number ties back to your own documents. It covers your family too: shared values, clear rules for big money decisions, and regular family meetings that actually happen. Built for business owners and high earners with a lot to keep track of.
Click any number and see the exact page of your own document it came from.
Inside the system
IncludedThe X1 Vault
Your documents and data, organized and ready.
Weekly CFO Brief
What changed, why it matters, what to review.
One-page CPA brief
Ready to hand over, with every number tied to your documents.
Family Office Blueprint
Your values, money rules, and legacy in one living plan.
Plus
Ask X1, Play Builder, Policy Analyst, estate plan review, and tax review tools.
Advice is everywhere. A connected system is rare.
Business records in one place. Key documents in another. Advice buried in old emails. When everything is scattered, you end up guessing.
A great CPA or advisor can answer a question. But no one keeps track of every decision, what came of it, and what needs attention now.
If you don't write down decisions and results, you end up debating the same moves every year. That costs you time and money.
"X1 turns proven wealth moves into a system. It's the missing infrastructure most people never build."
From a pile of documents to clear next steps.
Add your key documents and connect your accounts. X1 works from your real documents, not questionnaires.
A 90-second summary: what changed, why it matters, and what to look at next.
A one-page summary for your CPA, with every number tied to your documents. X1 keeps a record of what you decided and why.
Clear answers based on your own documents and accounts.
Focus
Focus
Focus
Focus
No invented member stories. No dollar promises. Here is what we actually stand behind.
Every finding shows the exact page of your own document it came from. Open the page and check X1's work yourself, line by line.
X1 does not sell insurance. It does not manage your money. It does not write legal documents. It organizes and prepares. You and your own advisors make the calls.
X1 is a new product, and we say so. Founding members get everything X1 does today, plus every improvement we add.
X1 prepares analysis and questions for evaluation with qualified professionals. It does not provide personalized financial, tax, legal, or insurance advice.
Everything below is included in your membership.
Everything in one place. Add documents and connect accounts, and X1 puts them to work.
Get answers fast, understand your documents, and prepare better questions for your CPA and advisor.
See strategies that may fit your situation, in plain English, with the right questions to ask your advisors.
What changed, why it matters, and what deserves your attention this week.
X1 writes down what you decided and why, with the documents attached, so you never start from scratch.
A single page you can hand your CPA or advisor, with every number traceable to your documents.
Understand what your trust or will actually says, and prepare questions for your attorney.
Upload a policy and get a plain-English read: a score, the costs, your cash value, and any loans, with the pages they came from.
A living plan for your values, your family's money rules, and the next generation.
Spot the gaps before deadlines and run the numbers on key moves.
A plan that keeps your values, your money rules, and your big decisions consistent from one generation to the next.
Capture values, purpose, and financial principles in a clear, living document.
Set rules for major decisions so choices stay consistent, even as the family grows.
Agree on your giving and legacy goals, and set a regular rhythm for family meetings.
A plan your family actually uses. Not a binder that collects dust.
Full access to everything. No hidden fees. No upsells.
Full access, cancel anytime
Best value: 2 months free
Your Team
X1 doesn't replace your CPA, advisor, or insurance professional. It helps you show up prepared. Share a one-page summary, backed by your documents, so every meeting starts from the same facts.
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AI Transparency & Limitations
X1 provides educational information to help you understand financial concepts and analyze your documents. This tool does not provide personalized financial, tax, or legal advice. Always consult with qualified professionals before making financial decisions.
X1 Wealth is a financial technology company, not a registered investment advisor, CPA firm, law firm, or insurance producer.
Put everything in the Vault. Keep a record of your decisions. Hand your CPA a one-page summary backed by your own documents. X1 does the remembering.