Perpetual Wealth
Full stack AI-driven financial intelligence platform for high-income earners that centralizes financial information, reduces complexity, and delivers actionable wealth strategies.
Overview
Perpetual Wealth AI isn't just a dashboard, it's an intelligent decision system that continuously scans, organizes, and optimizes your financial life.
Key Features
Personalized onboarding
Personalized onboarding based on your financial situation
Financial Document Vault
Encrypted vault for tax returns, insurance, and estate plans.
Personalized Playbooks
Delivers your personalized wealth playbook instantly. Stop guessing what to do next. Get a personalized, step-by-step wealth playbook tailored to your unique financial situation.
Solomon AI concierge Agent
The AI agent is your financial concierge that organizes, answers questions, and provides instant analysis.
Tax Optimization Tools
Perpetual Wealth helps you uncover tax-saving strategies in advance, so you can ask better questions and keep more of what you earn.
Cash Flow Tools
Upload your financial documents to the Vault, and let Solomon AI do the rest.
Estate Planning
Perpetual Wealth helps you understand what's at risk, organize what matters, and identify smart planning strategies, so you can protect your family and reduce unnecessary taxes.
Retirement Planning
Perpetual Wealth helps you understand your options, model future outcomes, and continuously optimize savings, taxes, and investments so you can retire with clarity and confidence.
Admin Dashboard
Admin dashboard for managing users, subscriptions, and other platform features.
Stripe subscription billing
End-to-end subscription management with upgrades, trials, and invoicing handled by Stripe.
Production-grade infrastructure
Cloudflare for edge performance, Sentry for observability, and Resend for transactional email.