The wealth advisor that never sleeps
Brightwell is an autonomous AI that monitors your portfolio, identifies tax opportunities, rebalances positions, and delivers personalized financial strategies. The full private wealth experience, running 24/7.
Everything your advisor does. Except it runs at 3am on a Sunday.
24/7 Portfolio Monitoring
Watches every position across every account. Spots drift, risk concentration, and opportunities the moment they appear.
Autonomous Tax Strategy
Tax-loss harvesting, Roth conversion modeling, charitable giving optimization. Runs continuously, not just at year-end.
Intelligent Rebalancing
Maintains your target allocation through market swings. Uses cash flows and dividends to minimize taxable events.
Liability Coordination
Tracks mortgage payments, insurance renewals, and upcoming obligations. Ensures liquidity without selling at the wrong time.
Weekly Strategy Reports
Personalized insights delivered to your inbox. What changed, what's coming, and what Brightwell is doing about it.
Professional Coordination
Generates briefings for your CPA, attorney, and insurance agent. Everyone stays aligned without the phone tag.
Traditional advisory was built for a world with less data and more patience.
Traditional Wealth Advisor
Brightwell
Wealth management, rebuilt from first principles
The best wealth advisors already know what great looks like. Brightwell makes it run at machine speed, machine scale, and machine consistency.