Antevo Wealth
Your financial life, considered as a whole. From the portfolios you manage to the things you would never reduce to a number.
Discover your private viewLive more. Watch less.
01 / One financial life
Wealth accumulates across places, institutions and generations. Understanding it calls for a view that brings those parts together.
Antevo connects the assets, obligations and structures around your wealth, then brings the relevant changes into view.
Antevo Wealth is a private view of a household’s whole financial life: portfolios, property, private holdings, and the structures and documents around them, with the changes that touch them brought into view. It is for individuals and families whose wealth spans several banks, assets and entities. Arrangements run from CHF 19 a month to CHF 390; family offices by conversation.
What should I do with my money right now?02 / The full picture
Explore the financial, physical and personal dimensions of your wealth.
A wider view of family wealth.
Art & collections
The pieces you chose. The collection you built. Give them a place in your financial picture, together with their recorded value, carrying costs and related documents.
Recorded values are not appraisals. Availability depends on your plan and the records supplied.
Discuss your financial picture03 / The private view
An illustrative household, with listed investments and assets beyond the portfolio held in the same view.
Illustrative assets before liabilities. No personal client information.
Open Antevo Wealth04 / Arrangements
Start with your household. Extend the view as your responsibilities become more complex.
A starting point for a more connected financial life. Confirm included connections and current terms on Antevo.
Explore PersonalFor a financial picture that spans several connections and assets beyond listed investments.
Explore WealthFor broader structures and the responsibilities around them. Review the full scope and access arrangements with Antevo.
Explore Wealth+Discuss your households, entities and policies to define the right scope for your office.
Begin a conversationPricing per household. Current plan scope and terms are available on Antevo.
05 / Questions
A private view of your whole financial life: the portfolios you hold, the property and other assets you own, the structures around them and the documents behind them, with the changes that touch them brought into view. It is intelligence, not advice.
No. Antevo shows what has changed, how it bears on what you hold and the record behind it. Decisions stay with you and the advisers you choose.
Antevo runs on Microsoft Azure in Switzerland. Your records, your documents and the encryption keys that protect them are held in the Switzerland North region, and document copies are replicated only within Switzerland. Some specialist services we rely on, such as sign-in, payments, account connections and AI processing, may handle data outside Switzerland; our privacy policy sets out how.
Documents are encrypted at rest with keys held in our Swiss key vault, and only the members of your household can open them. For anything more sensitive you can seal a document: it is encrypted in your browser, to your own key, before it is uploaded, so no one at Antevo can read it.
Brokerage accounts connect through SnapTrade. Property, private holdings, vessels, aircraft, art and other assets are added directly, and the statements and papers behind them are kept in your vault.
Personal, CHF 19 a month: one household and one bank. Wealth, CHF 49 a month: several connections and assets beyond the portfolio. Wealth+, CHF 390 a month: entities, succession and expanded access. Executive, for the family office relationship, is arranged by conversation.
Yes. Wealth+ covers entities and expanded access, and the Executive arrangement is shaped with family offices directly. Independent asset managers use Antevo Mandates.
Yes. The Antevo Wealth connector lets an assistant read your own book: positions, allocation and real assets. You sign in with Antevo, the assistant holds a scoped token and never your password, and every tool is read-only.
Yes, from the Personal arrangement. Your private view tests your household's own holdings against historical crises and plausible new shocks, read in the currency your wealth is measured in, and shows where the exposure concentrates. It is a model of what could happen, not a forecast.
See a sample stress test