# X1 Wealth (x1wealth.com)

Reads a household's tax, legal and insurance documents, files each under the right entity, and flags deadlines and items needing confirmation.

- Atlas card: https://inite.ai/en/atlas/x1wealth.com
- Site: https://x1wealth.com
- For: Families with complex finances coordinating documents, deadlines, and their CPA, attorney, and advisor
- Categories: finance
- Use 0/100 · alive 100/100

## 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

## Price

- from 97 USD/month, free plan (read 2026-10-17 on https://x1wealth.com/pricing)

## For developers

- OpenAPI: https://x1wealth.com/openapi.json (2 paths)
- MCP server: com.x1wealth/x1 (namespace; auth on 2026-10-17)
- Read 2026-10-17

## Your data

- Certifications stated: soc2
- Training on your data: yes (https://x1wealth.com/security)
- Read 2026-10-17

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Source: INITE Atlas, https://inite.ai/en/atlas/x1wealth.com. JSON: https://inite.ai/api/atlas/x1wealth.com. MCP: https://inite.ai/api/mcp (atlas_lookup).