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Wealth
Multiply your potential, exponentially.
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X1 Membership
Put everything in the Vault, get a 90-second weekly CFO brief, and hand your CPA a decision-ready brief linked to source docs. Family Office layer: governance, decision rules, and a family-meeting cadence most families never build. X1 keeps decisions, outcomes, and next steps in one place. Built for founders and high-income professionals with complex taxes and multiple entities.
Every recommendation links back to the exact 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
Source-linked, decision-ready, and easy to act on.
Family Office Blueprint
Values, governance, and legacy in one living plan.
Plus
Ask X1 concierge, Play Builder, estate plan review, balance sheet rollups, investment coordination alerts, and tax review tools.
Advice is everywhere. A connected system is rare.
Business data in one system. Key documents in another. Advice in email. When inputs are scattered, decisions start from guesses, not facts.
A great CPA or advisor can answer a question. They can't build a system that remembers decisions, tracks outcomes, and keeps the plan current.
If you don't track decisions and results, you re-litigate the same moves every year. The cost is time, taxes, and momentum.
"X1 turns proven wealth moves into a document-backed system. It's the missing system most people never build."
From scattered inputs to decision-ready outputs.
Drop in key documents and connect data so the system starts with real inputs.
A 90-second summary: what changed, why it matters, and what to evaluate next.
Decision memory + a one-page CPA brief, with sources attached.
Clear, structured answers tied to your data and documents.
Focus
Focus
Focus
Focus
Opportunities that were there all along - they just needed X1 to find them.
Pediatric Clinic Owner
Surfaced $73K in overlooked deductions + SEP-IRA leverage
Tech Founder
Identified S-Corp restructuring opportunity for $47K annual savings
Marketing Executive
Discovered $13.2K in retirement strategy gains + state credits
*Results vary by individual situation. X1 identifies opportunities—implementation should be reviewed with qualified professionals.
A full system: data, decisions, proof, handoff, and legacy.
Everything in one place. Your documents and data flow into the X1 engine.
Get answers fast, analyze documents, and prep smarter questions for your team.
Surface strategies that match your situation, with context and the right questions to ask.
What changed, why it matters, and the top consideration this week.
We log what you decided and what it produced so progress compounds.
A single page your CPA or advisor can act on, linked to the exact documents.
Understand what your trust or will actually says and prep your attorney questions.
See personal, business, and entities in one view with coverage gaps made visible.
A living plan for values, decision rules, and multi-generation alignment.
Spot the gaps before deadlines and run the numbers on key moves.
Know when allocations or account coverage drift before it gets expensive.
The legacy layer that keeps values, governance, and decisions aligned across generations.
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.
Align on legacy goals and create a repeatable cadence for family meetings.
Built for alignment and continuity, not a binder that collects dust.
Full access to everything. No hidden fees. No upsells.
Full access, cancel anytime
Best value – 2 months free
Coordination
X1 doesn't replace your CPA or advisor—it makes you a more informed partner. Share a one-page brief with sources and show up with the exact questions that matter.
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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, or law firm.
Put everything in the Vault, track decisions, and hand your CPA a clean, sourced brief. The system does the remembering.