AI Powered Intelligence

The AI Platform for Physical Assets

Managing complex assets shouldn’t feel overwhelming.

Make smarter physical asset management decisions,
with our four AI Agents

AI Creator

Onboard physical assets in seconds. Automate proactive task management.

AI Manager

Streamline operations across maintenance and construction of physical assets. Reduce cost inefficiencies and maximize value.

AI Advisor​

(Coming H2 2025)

Enhance asset portfolio guidance and strategy while identifying wealth creation opportunities.

AI Optimizer

(Coming H2 2025)

Protect long-term wealth succession. Integrate systems of record into a single platform seamlessly.

A commitment to financial accuracy

EstateSpace intelligence is the first integrated AI platform for physical assets.

Accurate valuations for physical assets

Real-time insight, recommendations

Simple to use technology

Testimonials

Enterprise-ready data security

Frictionless

  • Signing up for an EstateSpace account takes minutes
  • AI agents make it easy to scale quickly
  • Manage assets and operations in one platform

Security

  • SOC 2 (Type I & II)
  • HIPAA
  • ISAE 3402
  • MFA
  • Cybersecurity

Support

  • Dedicated Customer Success Manager to help you onboard
  • EstateSpace offers around the clock support
  • 24/7 call line to answer your most pressing questions

See EstateSpace Intelligence in Action

Transparent Pricing for Hassle-Free Budgeting

EstateSpace makes it easy to scale

Starter

$34

per user/month

Switch to annual to get 10% off

Professional

$29

per user/month

Switch to annual to get 15% off

Most popular

Enterprise

$22

per user/month

Switch to annual to get 20% off

All plans include a one-year commitment

Starter

$30.60

per user/month

Professional

$24.65

per user/month

Most popular

Enterprise

$17.60

per user/month

Frequently Asked Questions

What does our AI Assistant, Lily, do?
Lily takes the heavy lifting out of asset management. She automatically pulls in your data — from spreadsheets, file uploads, and more — and organizes it into your secure workspace. She standardizes, labels, and enhances that data using public sources and, when available, your existing client history. From there, Lily finishes onboarding your physical assets and gets them ready for management. She recommends proactive tasks to extend asset life, increase valuation, and tracks those values in real time — giving you a clear picture of your portfolio’s performance, every step of the way.

We built Lily with precision in mind.
EstateSpace targets 99% accuracy for all core financial analysis and reporting. Every output goes through strict internal testing using public and private market data, representing billions in asset value.
If the analysis doesn’t meet the 99% threshold, Lily will flag it for review — or explain why the analysis couldn’t be completed. You’ll always know where things stand — no guessing, no gray areas.

Your trust means everything — and we treat your data like it’s our own.
Your data stays private. It’s never used to train AI models, and it’s never shared without your explicit permission. Period.
EstateSpace meets top-tier security standards, including SOC 2 Type II, HIPAA, and ISAE 3402 compliance. Your data is protected with encryption, multi-factor authentication, device verification, IP tracking, and full audit logs — whether it’s in motion or at rest.

EstateSpace and Lily were purpose-built for professionals managing complex portfolios of physical assets — including Family Offices, Asset Managers, Construction Teams, and Financial Institutions.
The platform is also a natural fit for private equity, wealth management, insurance firms, and banks with similar workflows and reporting needs. We can tailor the experience to your use case and industry.