Visibility
See people, assets, documents, and finances in one connected view.
A BRIGHTER TOMORROW, TOGETHER
See everything you own. Go further with AI.
CircleFolio brings together your people, assets, documents, and finances in one secure place — with an AI financial assistant that helps you ask questions, understand your goals, and surface risk, so you can plan what’s next.
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Just ask. Get clear answers in plain English.
Good morning, Alex.
Your AI financial assistant is here to help.
AC
Total Net Worth
$12.4M
↑ 12% vs. last year
Assets$16.5M
Debt$4.1M
Liquidity$1.8M
✦ Ask AI
Your personal financial assistant.
Powered by AI
⌕ How has my net worth changed over the last 12 months? ›
◎ Am I on track to reach my retirement goal? ›
▥ What’s my current liquidity and how long will it last? ›
♢ Are there areas of elevated risk in my portfolio? ›
Ask a question about your finances...
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Shared Access & Control
Control who can see, manage, and act on what matters.
Configurable Goals
Set family, wealth, liquidity, and asset goals — then track progress.
AI Financial Assistant
Ask questions and get personalized insights in plain English.
Ask a Question →AI-Powered Risk
Understand concentration, liquidity, debt, and portfolio risk.
What is a Circle?
A secure shared financial space for the people, assets, and decisions that belong together.
What are Goals?
Targets for net worth, liquidity, income, or specific assets — tracked in one place.
How it works
1
Connect accounts & assets
Link your financial accounts, assets, and important documents.
2
Organize your circle
Bring together the right people and set permissions.
3
Get insights with AI
See the big picture, ask questions, and plan what’s next.
Built for the relationships that matter
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Families
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Business Partners
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Trusts & Estates
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Advisors
Your information, your control
Your data is encrypted and never shared without your permission.
Granular permissions
Control who can see what, anytime.
Built for trusted collaboration
A simpler, more secure way to plan together.