The AI-native operating partner for family offices.

The AI-native operating partner for family offices.

The AI-native operating partner for family offices.

The AI-native operating partner for family offices.

Addepar and Masttro built reporting and aggregation platforms for an earlier era. Unlimited.ai is the first AI-native operating partner — reporting, document intelligence, diligence, and tax in one engine, not bolted on.

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2,400+ Integrations · 500K+ Funds · SOC 2 Type II

The integrations come with us. No services contract required.

The integrations come with us. No services contract required.

WHAT MATTERS MOST TO YOU?
Addepar
Masttro
Unlimited.ai OURS
Architecture
Portfolio reporting platform established in 2009, with AI capabilities added in later product releases.
Wealth aggregation and visualization platform established in 2010, with AI capabilities added in recent product releases.
AI-native from day one. Reporting, documents, diligence, and tax share the same engine, not separate systems stitched together.
What it replaces
A reporting tool. Documents, diligence, and tax handled through integrations, partners, or services teams.
A wealth aggregation and reporting tool. Document and alternatives modules added alongside the core platform.
The reporting platform, document tool, diligence tool, and consultant layer. One purpose-built system instead of a stack.
Document intelligence
Document workflows handled through flexible APIs and integrations, often at additional cost.
Native document module that classifies and extracts data from capital calls, distributions, and statements.
Plain-English search across thousands of documents. Every answer links to the exact source page.
Time to first report
Enterprise implementation cycle with implementation partner ecosystem.
12–14 weeks.
Weeks. Documents and data ingested agentically rather than mapped by hand.
Onboarding model
Implementation partner network and managed services for configuration and custom workflows.
Dedicated project support team with structured migration playbook and training sessions.
Forward-deployed engineers from inside family offices and asset management.
System of intelligence
Detailed reporting dashboards designed for CIO and advisor workflows.
Intuitive interface designed for wealth owners and advisors with full-wealth visibility.
Operating partner that reads your documents, answers questions in plain English, and surfaces the work.
SOC 2 Type II audited
Yes
Yes
Yes

Built for what comes next, not what came before.

Built for what comes next, not what came before.

The category was defined by platforms built before private markets dominated the family office book and before AI was an architectural option. Unlimited.ai is the first platform built end-to-end after both of those facts changed.

One platform. The work, not just the workflow.

What the legacy stack handed off to consultants and point solutions, we do natively.

Reporting that replaces the platform, not feeds it.

Reporting that replaces the platform, not feeds it.

Multi-entity consolidated reporting that resolves to the entity, asset class, or line item. Real-time. Auditable. Built into the same engine as documents, diligence, and tax — not stitched together by an implementation team.

Diligence and Documents, in the same engine.

Diligence and Documents, in the same engine.

500K+ funds in our diligence database. LPAs, K-1s, capital calls, and distributions read natively. Search across thousands of documents in plain English. Every answer is linked to the exact page. No separate document tool.

The end of the consultant layer.

The end of the consultant layer.

Onboarding in weeks, not quarters. The platform ingests your documents and data agentically. The team that leads your engagement is from inside family offices and asset management — operators, not implementers. No services contract is required to make the platform work.


See your portfolio orchestrated in 30 minutes.

See your portfolio orchestrated in 30 minutes.

Pick a time below. David will walk you through your asset classes, entity types, and documents in a working demo.

Pick a time below. David will walk you through your asset classes, entity types, and documents in a working demo.

How is this different from the reporting platform we already use?

Most platforms in our category were built before private markets dominated the family office book and before AI was a real architectural choice. They've added documents, alternatives, and AI features on top of a reporting database designed in a different era — usually through acquisition, partner integrations, or services teams that stitch the pieces together. Unlimited.ai was built the other way around. One AI-native engine where reporting, diligence, documents, and tax share the same substrate. The difference shows up in onboarding speed, in how the system reads a 200-page LPA, and in the number of separate tools and consultants you stop paying for.

What does migration from our current platform look like?

Most family offices migrate over a single quarter. Some run us in parallel against their existing platform first, to validate the data and the reports before cutting over. Our Forward-Deployed Engineers lead every engagement — people from inside family offices and asset management — and they bring the playbook for both paths. Most of the heavy lifting (document ingestion, data feed mapping, historical reconstruction) is handled agentically. The human conversations are about structure, judgment, and what you actually need the platform to do.

How much of this requires consultants or services contracts?

None of it. Most platforms in our category require a services contract to function — to map your data model, to onboard your documents, to maintain the integrations, to handle anything custom. We built the platform to do that work natively. Onboarding is led by our team and takes weeks, not quarters. After onboarding, you don't need a managed services layer to keep the platform running. The platform is the product.

How is our data secured?

SOC 2 Type II audited. Encrypted in transit and at rest. Tenant isolation across entities, so a trust's data never crosses into another's. Role-based access by entity and persona — a controller sees what a controller should, a principal sees what a principal should. Immutable audit logs across the platform. Security reviews and DDQs available on request before the demo.

How is this different from the reporting platform we already use?

Most platforms in our category were built before private markets dominated the family office book and before AI was a real architectural choice. They've added documents, alternatives, and AI features on top of a reporting database designed in a different era — usually through acquisition, partner integrations, or services teams that stitch the pieces together. Unlimited.ai was built the other way around. One AI-native engine where reporting, diligence, documents, and tax share the same substrate. The difference shows up in onboarding speed, in how the system reads a 200-page LPA, and in the number of separate tools and consultants you stop paying for.

What does migration from our current platform look like?

Most family offices migrate over a single quarter. Some run us in parallel against their existing platform first, to validate the data and the reports before cutting over. Our Forward-Deployed Engineers lead every engagement — people from inside family offices and asset management — and they bring the playbook for both paths. Most of the heavy lifting (document ingestion, data feed mapping, historical reconstruction) is handled agentically. The human conversations are about structure, judgment, and what you actually need the platform to do.

How much of this requires consultants or services contracts?

None of it. Most platforms in our category require a services contract to function — to map your data model, to onboard your documents, to maintain the integrations, to handle anything custom. We built the platform to do that work natively. Onboarding is led by our team and takes weeks, not quarters. After onboarding, you don't need a managed services layer to keep the platform running. The platform is the product.

How is our data secured?

SOC 2 Type II audited. Encrypted in transit and at rest. Tenant isolation across entities, so a trust's data never crosses into another's. Role-based access by entity and persona — a controller sees what a controller should, a principal sees what a principal should. Immutable audit logs across the platform. Security reviews and DDQs available on request before the demo.

“A static system of record with AI bolted on is still a static system of record. Their marketing changes. Their underlying limitation doesn’t.”

“A static system of record with AI bolted on is still a static system of record. Their marketing changes. Their underlying limitation doesn’t.”


David Sawyer, CEO & Co-Founder, Unlimited.ai - as featured in Mr. Family Office




Replace the stack. Or keep buying tools to compensate for the platform you started with.

Replace the stack. Or keep buying tools to compensate for the platform you started with.

Document Repository, Diligence Tools, Consultants, Tax Workflows, Reporting Platform, and No Lengthy Implementation. All in one purpose-built system of intelligence.

See it in ActionBook Demo Now

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