Your private council ofAI financialStrategists
Sixteen AI specialists built on institutional portfolio theory and multi-asset frameworks used by the world's largest asset managers, working in concert to plan, optimize and grow your wealth. Twelve are included in Pro; four advanced strategists are reserved for Elite.
Sixteen specialists. One private workspace.
Each agent operates with its own methodology, but shares your financial profile, so plans compound on each other.
Debt, budgeting, insurance, real estate, estate, college savings, and much more.
A separate track of business specialists, entity structure, cash flow, business taxes, financing, KPIs, and valuation & exit. Elite-only add-on at $165.83/mo, billed annually as $1,990 (2 months free), or standalone with no membership at $3,000/yr, a $300/mo value billed as 10 months (2 months free), annual only. Not included in any tier.
Three tiers. One private workspace.
Start with a 3-day free trial. Then stay on Starter for focused core planning, upgrade to Pro for the complete 12-agent council, or Elite for premium reasoning and all 16 agents.
General chat gives general answers. Atrium Wealth Council® gives you a plan.
A chatbot starts from zero every time you open it. Atrium Wealth Council® starts from your actual numbers, stored privately, refined over time, with sixteen specialists working from the same profile so the advice compounds instead of contradicts.
Your council is waiting.
Three minutes to set up. Sixteen experts on the other side of it.