Annise

Financial Services • Park City, Utah, United States • 1-10 Employees

Company overview

Headquarters	Park City, Utah, United States
Phone number	+16176335267
Website	annise.io
NAICS	52
Keywords	Wealth Management, Banking, Trusts And Estates, Family Office, Stocks And Bonds, Alternative Assets
Founded	2019
Employees	1-10
Socials

Key Contacts at Annise

Don Epperson

Co-Founder & Ceo

Agustín Fagalde

Head Of Product & Customer Success

Teresa Epperson

Co Founder/Head Of Marketing

Annise Email Formats

Annise uses 2 email formats. The most common is {first initial} (e.g., j@annise.io), used 75% of the time.

Format	Example	Percentage
{first initial}	j@annise.io	75%
{first name}	john@annise.io	25%

About Annise

Annise is a new category of expense and wealth management software for accredited investors, families, and their advisors - an AI-enabled Unified Wealth Operating System (UWOS). Seamlessly integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the sophistication, solutions and services traditionally only accessible to elite families offices. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family office approach to managing wealth without the overhead of legacy software and the expense of traditional family office infrastructure. Get Started with a Free Trial (90 days, no credit card required, cancel anytime) to experience: -- Holistic View of Wealth -- Alternative Assets -- Income and Expense Management -- Trusts -- Data and Analytics -- Intelligent Document Management Visit www.annise.io for more information.

Annise revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding