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
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. 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?
How accurate is Lily?
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.
How does EstateSpace handle data security and confidentiality?
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.
Who is the ideal user of EstateSpace?
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.
