X1 Wealth
Free plan · From $97/moActively maintained
≈ 616visits/mo
Little sign of use · estimate, read Oct 14, 2026
- For
- Families with complex finances coordinating documents, deadlines, and their CPA, attorney, and advisor
- Price
- Free plan · From $97/mopricing page, read Oct 17, 2026
- Activity
- Actively maintainedsite updated 6 days ago
- Company
- X1 Wealth Technologies, Inc. · Domain since 2024privacy policy · domain registered
- Used for
- file entity, trust, and property documents under the right owner
- check which documents need a professional's attention before deadlines
- prepare questions for a CPA or attorney from household records
- Used more than 72% of the 600 tools on its shelfINITE Atlas →
- On the web since 2024, older than 65% of its shelfINITE Atlas
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsx1wealth.com ↗
Free plan · From $97/mo
- Domain since2024domain registered
- HeadquartersSan Diego and New Yorkper their About page
- Run byX1 Wealth Technologies, Inc.privacy policy ↗
- Trains on your dataYessecurity page ↗
- Certifications they stateSOC 2security page ↗
- Privacy policy updated2026-10-02privacy policy ↗
“Our policy: we don t grant model providers permission to train on your household s content.”
security page ↗
These are X1 Wealth's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP servercom.x1wealth/x1verified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-17
- Address to connectmcp.x1wealth.com/mcp
- OpenAPI spec2 pathsthe spec ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
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Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use X1 Wealth for?
Sign in to leave a noteWhat is X1 Wealth?
Reads a household's tax, legal and insurance documents, files each under the right entity, and flags deadlines and items needing confirmation. It is listed in the Atlas under Finance and made by X1 Wealth Technologies, Inc.
Who is X1 Wealth for?
Families with complex finances coordinating documents, deadlines, and their CPA, attorney, and advisor
How much does X1 Wealth cost?
X1 Wealth has a free plan; paid plans start at $97/mo, per its pricing page on 2026-10-17.
Is X1 Wealth free?
Yes, X1 Wealth has a free plan, per its pricing page on 2026-10-17.
Do people use X1 Wealth?
Little sign of use: ≈ 616 visits/mo · estimate, 2026-10.
Is X1 Wealth still maintained?
Actively maintained: site updated 6 days ago.
Who owns X1 Wealth?
X1 Wealth is run by X1 Wealth Technologies, Inc., per its privacy policy (2026-10-17).
Does X1 Wealth train AI on your data?
Yes, per its security page (2026-10-17): “Our policy: we don t grant model providers permission to train on your household s content.”
Is X1 Wealth safe?
We do not audit vendors. What X1 Wealth publishes, read 2026-10-17: SOC 2 stated on its security page; on training with your data, “Our policy: we don t grant model providers permission to train on your household s content.”.
How do I cancel X1 Wealth?
In its own words (pricing page, 2026-10-17): “You can cancel your recurring household membership.”
What are alternatives to X1 Wealth?
In Finance, by use: Shufti, SignalsHQ, Median, Galaxy Unit, Shepi, Kurio.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.