Mesh is the AI-native family office platform that consolidates every asset, entity, and relationship into a single intelligent command center — built for families, not advisors.
Legacy platforms were built for advisors, not families. The result? Fragmented data, zero AI, and technology that hasn't evolved in a decade.
Assets scattered across 5–15 custodians, banks, and alternative investments with no single source of truth.
Legacy platforms built in the 2000s. Manual processes, delayed reporting, and zero machine learning.
Traditional banks optimize for their own AUM fees and product sales — not holistic family outcomes.
Tax optimization, rebalancing, and estate planning remain manual, reactive, and completely siloed.
Mesh consolidates every asset, entity, and relationship into a single AI-powered command center — built from the ground up for families.
Every custodian, entity, and asset class — public, private, and alternative — unified in real time with institutional-grade data quality.
AI-driven portfolio optimization, tax-loss harvesting, risk analysis, and natural language querying — not bolted on, built in.
Family governance, succession planning, and multi-generational dashboards — built for legacy, not just returns.
Everything your family office needs — from portfolio intelligence to governance — integrated and AI-powered.
Automated allocation, rebalancing, and optimization across public and private markets with custom constraints.
Real-time views across all custodians, entities, and asset classes in one unified dashboard.
AI-powered tax-loss harvesting, Roth conversions, charitable strategies, and estate plan modeling.
Curated PE, VC, real estate, and hedge fund deal flow with institutional due diligence and J-curve tracking.
Ask questions about your portfolio in plain English. Get context-aware answers with data visualizations instantly.
Multi-generational dashboards, succession workflows, family meeting tools, and secure document vault.
No existing platform combines AI-native intelligence, multi-custodian consolidation, and family governance. Until now.
| Capability | Mesh | Addepar | Goldman PWM | JPM Private Bank | Arta Finance |
|---|---|---|---|---|---|
| AI Portfolio Construction | ✓ | ○ | ○ | ○ | ✓ |
| Consolidated Reporting | ✓ | ✓ | ○ | ○ | ○ |
| Tax & Estate AI | ✓ | — | ○ | ○ | — |
| Alternative Investment Access | ✓ | — | ✓ | ✓ | ✓ |
| Natural Language AI | ✓ | — | — | — | ○ |
| Family Governance | ✓ | — | — | — | — |
| Multi-Custodian | ✓ | ✓ | — | — | ○ |
| Built for Families | ✓ | — | ○ | ○ | ✓ |
We handle the complexity so you can focus on what matters — your family's financial future.
We integrate with your custodians, banks, and alternative investments. Automated data feeds — no manual uploads.
Set up your entity structure, user roles, reporting preferences, and AI optimization parameters.
Your family’s complete financial picture — consolidated, intelligent, and accessible from anywhere.
Schedule a private consultation to see how Mesh can transform your family's financial command center.
No commitment required. We'll reach out within 24 hours.