AI Agents for Physical Assets
Manage, Track, and Report On Every Physical Asset
Real estate, art, collections, vehicles, and facilities equipment.
EstateSpace connects what operations tracks to what accounting needs, reducing friction, cost, and complexity. One source of truth
Stop checking six systems to answer one question.
The Bigger the Portfolio, the Harder It Is to See Everything
Your team checks three to six systems just to answer one question about your physical holdings. And nobody fully trusts the answer.
Maintenance history in a contractor’s head. Asset values in a spreadsheet nobody owns. A key person leaves and half the institutional knowledge walks out the door.
AI Creator
Onboard Your Entire Portfolio Without the Data Entry
Upload your existing spreadsheets, documents, photos, and vendor records. AI structures and inventories everything automatically, from property details and maintenance history to insurance policies and vendor contacts. What used to take months of manual entry takes minutes.
AI Manager
Stay Ahead of Every Deadline, Renewal, and Work Order
Automated alerts before insurance lapses, maintenance windows are missed, or warranties expire. Your team manages by exception instead of chasing status updates.
AI Advisor
(Coming H2 2026)
Give Your Finance Team the Physical Asset View They Need
Physical asset financials integrated alongside your existing accounting workflows. Real-time cost tracking, budget vs. actual reporting, and asset valuations your controller can actually trust, all without building it manually from spreadsheets.
AI Optimizer
(Coming H1 2026)
Why Teams Switch to EstateSpace
EstateSpace intelligence is the first integrated AI platform for physical assets.
One source of truth across operations, accounting, and leadership
Reduce administrative overhead across your portfolio
Full asset lifecycle visibility from acquisition through transition
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
Built for the Security Standards Your Clients Demand
Frictionless
- Live in minutes, not months
- We handle your data migration
- Your workflows, one unified platform
Security
- SOC 2 Type I & II certified
- HIPAA compliant
- ISAE 3402 audited
- MFA and device verification
- Cybersecurity
Support
- Dedicated success manager through full rollout
- 24/7 support including live call line
- Ongoing training for your entire team
See EstateSpace Intelligence in Action
Investment
Simple, Predictable Pricing
Transparent pricing that scales with your team. All plans include full platform features.
Starter
$340
Monthly
Switch to annual to get 10% off
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$870
Monthly
Switch to annual to get 15% off
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$1,100
Monthly
Switch to annual to get 20% off
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
All plans include a one-year commitment and 14-day free trial.
Starter
$3,672
- Includes 10 users
- All platform features included
- Unlimited properties & assets
- Data import services included
- Dedicated Account Manager
- Custom training & onboarding
- 14 day free-trial
Professional
$8,874
- Includes 30 users
- Everything in Starter
- 14 day free-trial
Most popular
Enterprise
$10,560
- Includes 50 users
- Everything in Professional
-
Data Migration Services
(billed separately) - 14 day free-trial
Frequently Asked Questions
How does AI actually work inside EstateSpace?
Our AI agent, Lily, automates the heavy lifting of 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 reliable is the data in EstateSpace?
EstateSpace targets 99% accuracy across all financial analysis and reporting, validated against public and private market data representing billions in assets. The platform is built for precision so you are never left guessing.
How does EstateSpace handle data security and confidentiality?
Your data stays private and is never shared or used to train AI models. EstateSpace meets the highest security standards: SOC 2 Type II, HIPAA, ISAE 3402. The platform includes encryption, MFA, device verification, IP tracking, and full audit logs, at rest and in motion.
Is EstateSpace right for my organization?
EstateSpace is built for professionals managing complex physical assets. If your team is a family office, asset management firm, or financial advisory practice overseeing real estate, collections, vehicles, or facilities, the platform adapts to your workflow. It also fits PE firms, wealth managers, insurers, and banks managing physical holdings.
Does EstateSpace replace our existing tools?
EstateSpace replaces the scattered tools your team uses for tasks, inventory, maintenance, and scheduling. It is not a replacement for your accounting software. It is the management layer that gives both operations and accounting a shared view of your physical assets.
How long does it take to get up and running?
Most teams are live within days, not months. AI handles the heavy lifting of importing and structuring your existing data, and every account includes a dedicated success manager for onboarding.
Ready to scale your private asset management business?
Let’s spend 30-minutes and build a roadmap to success, personalised for your unique situation.