AI Powered Intelligence
The AI Concierge for Physical Assets
Transforming $250T of physical AUM into measurable, high-performing assets
Operate with precision. Reduce admin costs by 33%, drive smarter asset strategies, exceed expectations.
Effortlessly manage properties, assets, vendors, and teams—streamline onboarding, centralize operations, and automate workflows to save time, extend asset lifecycles, and deliver exceptional service to owners.
AI Creator
Instantly inventory and take control of your physical assets for comprehensive, intelligent management.
AI Manager
Proactively manage physical asset operations to eliminate administrative inefficiencies and maximize value.
AI Advisor
(Coming H2 2026)
Enhance wealth advisory services by integrating physical assets into your financial oversight for complete portfolio optimization.
AI Optimizer
(Coming H2 2025)
A commitment to high-performance
EstateSpace intelligence is the first integrated AI platform for physical assets.
Accurate valuations for physical assets
Real-time insight, recommendations
Testimonials
“EstateSpace has simplified the way we manage our complex assets. It centralizes everything—documents, communication, and oversight—into one easy-to-use platform. The increased visibility and organization have saved us time, reduced stress, and helped us operate with more confidence and efficiency than ever before.”
Steve Clarke
RFA Single Family Office
“Whether you manage a small home or a large estate, EstateSpace is a game-changer. Even in the early stages, I can see its potential for streamlining and organizing everything in one place. Their team offers incredible support, weekly Zooms, and real motivation to stay on track. Since implementing EstateSpace, we’ve simplified the way we manage our physical assets and centralized our operation. I’m excited to keep building with them!”
Iga Pawlowska
Whitebay Single Family Office
“EstateSpace has been a game-changer in managing my principal’s assets and daily needs. Their 24/7 customer support is exceptional, always listening and quickly improving the platform. The intuitive design has streamlined our workflow, saving valuable time. I wholeheartedly recommend EstateSpace for its outstanding service, impactful features, and unmatched commitment to excellence. A true 5/5 experience! ”
Lauren Kerlin
HRS Single Family Office
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
- Includes 10 users to start
- All Features
- 14 day free-trial
Professional
$29
per user/month
Switch to annual to get 15% off
- Includes 30 users to start
- Data Import Services
- 14 day free-trial
Most popular
Enterprise
$22
per user/month
Switch to annual to get 20% off
- Includes 50 users to start
-
Data Migration Services
(billed separately) - 14 day free-trial
All plans include a one-year commitment
Professional
$24.65
per user/month
- Includes 30 users to start
- Data Import Services
- 14 day free-trial
Most popular
Enterprise
$17.60
per user/month
- Includes 50 users to start
-
Data Migration Servies
(billed separately) - 14 day free-trial
Frequently Asked Questions
What does our AI Assistant, Lily, do?
Lily automates asset management. She imports, organizes, and enriches your data, completes onboarding, and prepares assets for management. Lily suggests tasks to extend asset life, boost value, and tracks performance in real time—giving you a clear view of your portfolio.
How accurate is Lily?
Lily is built for precision. EstateSpace targets 99% accuracy across all financial analysis and reporting, validated against public and private market data representing billions in assets—so you’re never left guessing.
How does EstateSpace handle data security and confidentiality?
Your data stays private—never shared or used to train AI models. EstateSpace meets top security standards (SOC 2 Type II, HIPAA, ISAE 3402) with encryption, MFA, device verification, IP tracking, and full audit logs—at rest and in motion.
Who is the ideal user of EstateSpace?
EstateSpace and Lily are built for professionals managing complex physical assets—Family Offices, Asset Managers and Financial Advisors. It also fits PE, wealth managers, insurers, and banks. The platform adapts to your workflow and industry.
