How it works!
We empower professionals and executives with personalized solutions to grow wealth and secure their financial future
Discovery Call
30-minute consultation to understand your current financial situation and goals
Custom Strategy
Work with our licensed advisors to design a personalized plan based on your goals
Implementation
Set up entities, open accounts, execute plans and begin growing your wealth
Pricing aligned with your goals
Free
Advisory Session
One-on-one virtual session with available licensed advisors
$1k Setup + Advisors Fee
Essential Office
Perfect for early-career tech professionals
Custom Setup + Advisors Fee
Legacy Office
Comprehensive solution for founders & UHNW individuals
Here's what
people are asking
Aidi is a simple, all-in-one app that helps you build and manage your own family office. You can set up your company, link your bank accounts, invest in real assets like gold, rentals, or digital assets, and track everything in one place — all while keeping full control of your money.
Aidi is designed for ambitious professionals, families and businesses who want to organise and grow their wealth without the million-dollar requirement of private banks. Whether you’re earning six figures, running a business, or managing family investments across borders, Aidi makes it easy to bring structure and visibility to your finances.
Traditional investment offices are built for the ultra-rich — expensive, complex, and often out of reach. Aidi gives you the same structure and transparency through modern technology, helping you form your entity, access real assets, and monitor your entire portfolio digitally, without the high fees or manual setup.
Absolutely. Your privacy and security come first. Aidi uses bank-level encryption, multi-factor authentication, and trusted third-party custody so your data and funds always remain safe and in your control. We never have access to your money — you fund and manage assets directly.
With Aidi, you can diversify your wealth across real, tangible assets — from public markets to private rentals and secure vault storage for metals or digital assets. Everything appears in your Aidi dashboard, giving you one clear view of your total financial picture.