The #1 Wealth Platform for Wealth Creators in Europe
It’s time to organize your wealth matters in one place and put it on autopilot with personalized guidance. Othis helps you do more with your wealth than just manage it.
The new way of wealth creation
Consolidate
Othis lets you automatically capture your traditional and alternative investments and organizes all information flow. Managing wealth in spreadsheets is a thing of the past.
Control
See a comprehensive view of your wealth and dig deeper though your portfolio together with your family, partners, and advisers. No more chaos or misinformation.
Grow
Access personalized advice and contribute your ideas to build your perfect modern portfolio and set it on autopilot. Finally, the modern way to create wealth.
Everything you need in one platform
Securely add any assets and liabilities
Consolidate your wealth during an onboarding call, benefiting from over 10.000+ integrations to financial institutions and simplified data import for alternative investments.
Track net worth with partners & family
See up-to-date wealth overview across all asset classes and understand your wealth relationships together with your partners and family.
Plan liquidity with dynamic projections
Visualize your expected cash flow events on an interactive timeline and dynamically plan your liquidity with multiple scenarios.
Optimize your wealth with personalized insights
Improve your wealth decisions with comprehensive analysis of your portfolio, including correlation insights, performance comparison, and exposure to various risk factors.
Instantly find important information
Simply upload documents that will get automatically organized by assets and owners, and extract crucial information powered by AI.
Collaborate with your tax adviser
Securely share transactions and documents for relevant assets with you adviser who has a dedicated access with tax-relevant information.
Secure your wealth with advanced safety measures
Enhanced security according to EU laws and advanced access control management so you always know where your assets are and who sees them.
Testimonials
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me. Othis has made Othis has made managing my portfolio a breeze a breeze."
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me.”
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me.”
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me.”
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me.”
Othis has made managing my portfolio a breeze. With their all-in-one platform, I can easily track and optimize my assets. It's been a game-changer for me.”
Join Europe's leading Wealth Creators
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About us
We founded Othis to help people do more with their wealth than just manage it.
As Wealth Creators ourselves, we know that managing wealth is not the ultimate purpose, it’s what you do with it. Yet, today it feels like a second job as traditional financial institutions miss the mark. You are forced to use many platforms and tools to try managing your wealth in a modern way with no guidance or help.
Everything at Othis is designed to grow your wealth without the administrative hassle. We make traditional wealth management hyper-personalized, automated, and conversational. Eventually, we want to remove the complexities of managing wealth so that people can spend more time creating, building, and shaping the world we live in.