Six capabilities, designed to compose. You can adopt them in any order — most households start by linking accounts, then map their entities a week later, then pull their advisors into the team channel a month after that.
Three industry-leading aggregation partners in one app — so coverage gaps in any single network don't become coverage gaps for you. Add private holdings, real estate, art, and crypto wallets alongside your linked accounts in the same balance sheet.
Hit ⌘. from anywhere in the product. Your portfolio, cost basis, entity structure, and recent transactions are already in context — so the answers are specific to your balance sheet.
Zero-data-retention with our model providers. Your portfolio is never used to train any model.
Most households outgrow a single brokerage in their twenties and a single revocable trust in their forties. DomusOS keeps a live map of every entity, who owns it, who benefits, and what it holds — without a separate spreadsheet to maintain.
Every dividend, coupon, K-1 distribution, capital call, tuition payment, and quarterly tax estimate — projected from your holdings and laid out month by month. Click a month to see the line items.
Bring your CFO, attorney, CPA, and wealth advisor onto a single private channel — and share holdings, charts, or news items inline. End-to-end encryption is rolling out now, so that once it's live not even we can read what you and your team discuss.
Each morning, DomusOS scans 200+ sources and writes a short, actionable brief covering only the tickers, sectors, and macro themes that move your balance sheet. Skip the firehose; read what matters.
The same data, the same Domi, the same team thread — in a native app with Face ID / passkey unlock and watch-app net-worth glance. Built so you can answer a question at the dinner table without opening a laptop.