Stop Juggling Spreadsheets. Everything in One Place.
Properties, assets, vendors, and maintenance organized so you can manage proactively instead of reactively.
Family Offices • Asset Managers • Estate Professionals
See if EstateSpace is right for you.
Complete Visibility • Total Control • No More Scattered Data
What to expect:
- Walk through properties, assets, maintenance, and projects
- Understand permissions and access control for your team
- See how AI creates maintenance schedules, SOPs
- Decide if EstateSpace is the right fit for your portfolio
Your questions answered. We’ll keep it focused and efficient.
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
“EstateSpace transformed how we manage luxury residential projects. Before, I was juggling spreadsheets, email chains, and multiple vendor platforms just to track one renovation. Now everything’s in one place… We’ve cut project admin time by 40% and our clients love the real-time visibility.”
Kevin Knobloch
Management Consultant
Top Brands rely on EstateSpace
Complex Portfolios Need More Than Spreadsheets
Multiple properties. Different locations. Assets and maintenance across everything. Staff transitions. Vendor relationships.
You need it all organized in one place.
Scattered Information
Critical data lives in spreadsheets, binders, SharePoint, Dropbox, and people's heads. Finding basic information takes hours instead of seconds.
Lost Knowledge
When team members leave, institutional knowledge disappears. New staff spend 6–12 months ramping up—if they ever fully do.
No Cost Visibility
Without unified tracking, you can’t see what your portfolio truly costs to operate. Hidden inefficiencies waste 15–20% of total expenses.
One Platform for Everything That Matters
EstateSpace consolidates 7–10 different tools into a single AI-powered system built by operators who spent 16 years managing complex estates.
See Everything in One Place
Properties, assets, maintenance schedules, expenses, documents, and vendor relationships—all connected and accessible instantly.
Control Who Sees What
Enterprise-grade privacy with role-based permissions down to individual fields. Principals, staff, and vendors each see only what they should.
Track True Portfolio Costs
Real-time visibility into expenses across all properties and assets. Finally understand what your portfolio truly costs to operate.
Build Institutional Knowledge
Create systems that survive team transitions. Onboard new staff in days instead of months with complete asset histories and processes documented.
Built By Estate Operators, Not Software People
We spent 16 years living these problems before building the solution we wish existed.
AI That Eliminates Work
Drop files and AI does the rest:
- Upload a spreadsheet and AI maps everything automatically
- Take a photo and AI creates the asset with full details
- Add a property and AI generates maintenance schedules
Most clients are running in days, not months.
True Consolidation
Replace 7–10 tools with one platform:
- Spreadsheets
- Document storage
- Task managers
- Project management
- Calendar systems
- Communication tools
- Reporting platforms
Manage everything from acquisition through decades of operations to eventual transfer.
Enterprise-Grade Security
Built for sensitive wealth management:
- SOC 2 Type 2 Certified
- HIPAA Compliant
- GDPR Compliant
- ISAE 3402 (ISO 27001)
- Multi-factor authentication
You own your data completely.
Export everything anytime.
Getting Started Doesn't Take Months
Your years of data shouldn't mean months of manual work.
Step 1: Prepare Your Data
You have years of data — that shouldn’t mean months of manual work.
Step 2: Import Effortlessly
We help you import your existing data — most clients are running in days.
Step 3: Get Organized Fast
No big project. No team of consultants. Just your data — organized.
Apply AI Intelligence to Physical Asset Management
See how our AI agents make onboarding frictionless and ongoing management effortless.
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
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.