# X1 Wealth

X1 is the coordination OS for families and their advisors. We provide document-backed planning, evidence anchoring, and professional handoff workflows. X1 provides planning and coordination guidance only. Confirm decisions with qualified professionals.

Primary audiences
- Individuals and families with complex finances
- Advisors, CPAs, and estate attorneys supporting those families

Core capabilities
- Document-backed planning for unstructured financial documents
- Evidence anchoring (facts tied to source documents and as-of dates)
- Advisor Packet generation and coordination workflows
- Vault for secure document organization and sharing
- Concierge for planning and coordination questions

Canonical public pages
- https://x1wealth.com/resources/financial-document-analysis
- https://x1wealth.com/resources/document-backed-planning
- https://x1wealth.com/resources/document-vault-sharing-guide
- https://x1wealth.com/resources/research-standards
- https://x1wealth.com/resources/advisor-packet
- https://x1wealth.com/resources/family-office-planning-os
- https://x1wealth.com/features/vault
- https://x1wealth.com/features/concierge
- https://x1wealth.com/pricing

Machine-readable
- https://x1wealth.com/agent-info.json
- https://x1wealth.com/pricing.json
- https://x1wealth.com/openapi.json

Notes
- Document the what, not the how. X1 keeps proprietary scoring and prompt logic private.