One Platform. Zero Limits.

Personalized AI global wealth management platform

Easiest way to track and control all your assets and operations in one spot.

Seamlessly integrates assets, investments, real estate, wallets, accounts, transactions real time data with AI recommendations all in one simple dashboard


Cloud based financial technology infrastructure to create what you need for data, intelligence, productivity and management of portfolios, alternative assets, private companies for investment, partnership or acquisition, back-office administrative functions, CRM, calendar events, cloud file storage integrations, data-topic, investment from multiple datasources. AI news sources personalized for your companies and assets with recommendations.

Perfect for Enterprise and Entrepreneurs, Family Offices and HNWI

The Jaspy Approach

JASPY is a breakthrough tech-enabled intelligence infrastructure platform, a single spot for engagement, data and productivity specially designed for entrepreneurs, family offices, corporates, venture, and retail. It’s simple to use, intuitive and flexible. Powerful AI data, analysis, productivity and reporting paired with special modules which allows for tracking, integrating other technology tools in use, managing and tracking your private market, alternative asset portfolio.

Who Should Use Jaspy?

Family Offices

Family Offices have unique needs for technology. Family office processes, private and alternative markets and technology customization requirements. Provides personalized news and data based on your inputs and makes recommendations.

Companies/Corporates

Corporates use Jaspy for identifying, evaluating, engaging, transacting, managing, reporting on assets and investments, private company, early-stage innovation & managing the competitive landscape. Personalized AI feature directs next steps based on specific corporate data inputed.

HNWI

Personalized wealth management system based on your portfolio and assets and the news specific to the tracking and managing investment portfolio of assets including private company investments. Portfolio dashboard page allows all assets to be tracked in a one place easy to use environment.

Entrepreneurs

Entrepreneurs have many different roles within the same organization. Jaspy enables multiple users and the ability to manage all assets, track competitors and get the pulse of the market regardless of industry.

Universities

Universities manage and track Entrepreneurship Programs, economic development projects, grants and patents are ideal areas for Jaspy. Recommendations on next steps based on AI Features

Venture Firms

Manage private, alternative investments, bringing in data and integrating financial statements, spreadsheets, financial valuations and investment type tracking included and personalized reporting.

Jaspy is Future Forward - Personalized Wealth Management

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