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Turbocharge Your Family Office

Lens Store™

Lens are the backbone of the WealthOS™. Each lens is tailored and crafted to enhance your relationship with your wealth. Partners are carefully selected and vetted on a case by case basis, ensuring all lenses are held to the highest security and compliance standards.
Elections & Tax Season

Featured Lenses

Talk to your portfolio. Introducing WealthAI.
Featured Lens AI/ML

Talk to your portfolio. Introducing WealthAI.

Where are my K-1s? Time to get ready for tax season.
Featured Lens Taxes

Where are my K-1s? Time to get ready for tax season.

Popular Lenses

Card - Entities Map

Entities Map

Visualize the estate

Entities Map
Card - Performance

Performance & Metrics

Custom reporting

Performance & Metrics
Card- Capital Calls

Capital Calls

Track capital commitments

Capital Calls

Common Lenses

Card - DeepSeek R1

Deepseek R1

Reasoning model without limits

Deepseek R1
Card - Entities Map

Entities Map

Visualize the estate

Entities Map
Card - WealthGPT

WealthAI

Chat with your portfolio.

WealthAI
Card- Capital Calls

Capital Calls

Track capital commitments

Capital Calls
Card - Income

Income Analyzer

Go deep on income

Income Analyzer
Card - Performance

Performance & Metrics

Build custom reports

Performance & Metrics
Card - K-1 Tracker

K-1 Tracker

Extract data and track missing docs

K-1 Tracker
Card - Allocations

Allocations & Comparables

Set target allocations

Allocations & Comparables
Card - Portolio Value

Portfolio Value

Measure value vs net investment

Portfolio Value
Card - Net Worth

Net Worth

Assets minus liabilities

Net Worth
Card - Illiquid

Illiquid Breakdown

Benchmark illiquid assets

Illiquid Breakdown
Card - Custom Lens

Custom Lenses

Can't find what you're looking for?

Custom Lenses
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