Autonomous

Fire your financial advisor. Become autonomous. Smarter, faster and 0% advisory fees. Elite strategies used by the ultra-wealthy, now available to everyone.

Autonomous is a regulated, full-stack wealth manager for people with complex financial lives, such as equity compensation, private assets, real estate and holdings across institutions. It starts with a secure financial vault that monitors assets and builds an understanding of the client, their family and goals. From there it surfaces what needs attention, such as concentrated positions, QSBS deadlines, idle cash or outdated trusts, and proactively drafts the next step. It coordinates investments, taxes, planning and execution in one system, with tax-loss harvesting and rebalancing. Access is by invitation, with no advisory fee during beta.