Your practice, on private AI.
Give every client the attention of a full team, without giving up their data, or yours. One advisor. Puppy One. One loyalty.
It's already working before you ask.
A client texts at 9pm. RIA already has the portfolio context, last review, and tuition timeline, then drafts the answer for your nod.
A new account opens. KYC organizes the onboarding basics and keeps the regulated custodian handoff explicit.
An outside custodian's agent asks for data. Consent shares the exact scope, for the exact session, and logs it.
Built around how you work.
RIA
Assists wealth advisors with client portfolios, compliance, and automated updates.
KYC
Turns identity basics into a calm, consent-first onboarding package for an RIA's regulated custodian.
Consent
Gates outside access requests and logs every consent transaction to your private ledger.
More clients, deeper trust, and compliance that records itself, with client data that never leaves your control.
A One for every kind of life and work.
Your life, handled. →
Finance, Wallet, Location, RIA, Gmail, Calendar, KYC, Memory, and Consent, a private household of agents that remember what you allow and never sell you out.
Your company's chief of staff. →
Run operations, close deals, and keep every commitment, with a household of agents that answer only to your business.
One office. Every entity. Total discretion. →
Coordinate people, entities, and decisions across the whole family, with privacy that is structural, not promised.
Serve more clients without serving up their data. →
Quote faster, stay compliant, and earn trust, with an agent that handles the busywork and guards the file.
See a day with One.
A day with One
Morning to night: the small, quiet ways One handles the day so you can live it.
Watch & read the lesson →Your information, working for you
Connect what you already have and One turns it into answers, drafts, and next steps.
Watch & read the lesson →Managing what One does for you
Pause, hand off, and set boundaries - staying in charge of every interaction.
Watch & read the lesson →Bring One to your world.
Reserve a One and put a private, on-device agent to work for you.