Brisa
verifiedPaidwithprincipal.com
Personal wealth dashboard that unifies bank, investment, and property data with an AI assistant for net-worth tracking and insights.
What it does
Brisa, marketed at withprincipal.com, is a personal finance platform that connects to thousands of banks, brokerages, and custodians to show a unified view of net worth, assets, liabilities, and property. It includes an AI 'concierge' for financial questions, a secure document vault for statements and tax files, and portfolio performance tracking across accounts.
Core features
Aggregated net worth tracking across 12,000+ financial institutions
AI concierge for financial questions and market summaries
Secure document vault for statements, tax files, and estate documents
Portfolio performance tracking across investment accounts
Automated real estate valuation estimates
Private equity and vesting schedule tracking
Multi-currency support for global assets
Best for
→High-net-worth individuals consolidating scattered accounts
→Users wanting AI-generated market and portfolio summaries
→People organizing tax and estate documents in one vault
→Tracking private investments alongside public portfolios
Reviews
Big-picture takes: what it's for and whether it delivers. High-engagement YouTube videos — not sponsored.