Company
Wealth Management, at the frontier
Caldris is the AI platform for firms that serve the world’s most complex families, built with the advisors who do the work.
Caldris at a glance
Born in New York City in 2026
Started in New York, close to the advisors and offices we build for.
Founded by fintech operators
A team that knows what regulated firms expect from the software they trust.
Designed to help people protect their life’s work
The families you serve have built something that lasts. We help you keep it that way.
Who we build for
For the teams who hold the whole picture of a family, however many entities, custodians and advisors it spans.
Multi-family offices
Serve more families without losing depth.
- One view across every family, entity and custodian.
- Agents that run reports, deadlines and follow-ups for each household.
- Research with the family’s own records behind it.
RIAs
Give every advisor an analyst bench.
- Each advisor’s whole book, understood before every meeting.
- Risks and opportunities surfaced across every household.
- Client communication drafted in your voice.
Single family offices
One family, watched closely.
- Every entity, account and trust in one picture.
- Every deadline, filing and capital call tracked.
- Answers about the family’s own wealth, with the source.
Talk to us
See Caldris on your own families, or ask us anything first.
ask@caldrisai.com