ATALAYA AI WEALTH

THE OPERATING SYSTEM FOR FAMILY OFFICES

We turn the complexity of wealth into clear decisions through structured data

What is Atalaya AI Wealth?

A platform to understand your entire wealth

Data Custody

We custody and structure the wealth data of family offices.

Data Asset Management

We turn scattered information into a unified view of your wealth.

AI Ready Infrastructure

We build the foundation to be leveraged by proprietary or third-party AI Agents.

We simplify wealth management

From analysis to reporting, Atalaya AI Wealth brings together all the tools needed to manage wealth with efficiency.

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Real-time Dashboards & KPIs

Evolución patrimonial, rentabilidad por activo y distribución del patrimonio.

Wealth evolution, per-asset returns and portfolio allocation

Exportable Custom Reports

Global reports, by strategy or portfolio with detailed classification.

Bank Synchronisation

Automatic connection with financial institutions to consolidate positions and investments.

ERP Integration

Automatic import of accounting data for profitability and cash flow analysis.

Integrated
Assets

Holdings Sociedades Participadas Inmuebles Activos financieros Criptoactivos Materias primas Inversión alternativa Fondos Préstamos privados Colecciones Uso personal Cuentas bancarias Deudas Depósitos RSC Holdings Sociedades Participadas Inmuebles Activos financieros Criptoactivos Materias primas Inversión alternativa Fondos Préstamos privados Colecciones Uso personal Cuentas bancarias Deudas Depósitos RSC

The software, Atalaya AI Wealth

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