A family office for everyone.
Sign InSummary is a bespoke, hyper-personalized daily briefing about your investments.
Summary sources through hundreds of news sources, social media feeds, blogs, and analyst research every day, then parse it down across dozens of languages using a swarm of sophisticated proprietary agents.
The world’s millionaire population has nearly tripled in 20 years. This is built for high net-worth individuals who need thoughtful briefings, not today's headlines in brief.
Price on application.
Summary
Brief builder · online
Summarynow
What are you holding right now — and what would you like to know about it?
Upload the papers that describe the position — a custody statement, Schedule K-1s, a 1099-B, a concentrated-holding schedule — or just type the tickers. I will ask a few short questions and build your brief around the answers.
your portfolio
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