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What is Brisa?

Brisa, formerly known as Principal, is a comprehensive personal wealth operating system designed to provide users with a holistic view of their financial health. Developed as a centralized hub for asset management, it allows individuals to track everything from real estate and retirement accounts to traditional bank balances and investments. The platform solves the problem of fragmented financial data by securely connecting to over 12,000 institutions or allowing for manual entry of cash, loans, and credit cards. With specialized features like Zestimate-powered home valuations and multi-currency support, it caters to high-net-worth individuals and global investors. Brisa is particularly suited for users who prefer a detailed, desktop-optimized interface for long-term wealth planning and equity monitoring. By linking mortgages directly to properties, it provides clear insights into equity positions and overall net worth. The tool is built for those who want to see the big picture of their finances without jumping between multiple banking apps.

AI Tool Review Summary

Performance Score

4.7/5

Content/Output Quality

High-fidelity financial data visualization

Interface

Professional and desktop-optimized

AI Technology
NLPData Analytics
Purpose of Tool

To serve as a centralized personal wealth operating system for tracking net worth and assets.

Compatibility

Desktop-only web platform with support for 12,000+ financial institutions.

Pricing

Freemium with paid subscription tiers

Features

Features with the highest value for users are highlighted here.

Automated financial account syncing

Manual asset and liability tracking

Mortgage and property equity linking

Multi-currency support for global assets

Real-time Zestimate home valuations

Industry-standard data encryption

How It Works

1

Connect Accounts

Securely link your banks, brokerages, and financial institutions to automatically import your transaction data.

2

Add Manual Assets

Input cash accounts, loans, or real estate holdings that are not available through automated syncing.

3

Link Liabilities

Connect your mortgage to specific property assets to calculate your real-time equity position and net worth.

4

Monitor Wealth

Use the desktop dashboard to view your home valuations, multi-currency balances, and overall financial health in one place.

Who Is It For?

High-net-worth individuals

Real estate investors

Global professionals

Retirement planners

Mortgage holders

Security-conscious savers

Desktop-first power users

Portfolio managers

Debt-reduction strategists

Financial minimalists

Pricing

Free

$0/free
  • Manual account entry
  • Basic net worth tracking
  • Standard security
Popular

Premium

$10/monthly
  • 12,000+ bank connections
  • Real-time home valuations
  • Multi-currency support

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Pros & Cons

Pros

  • Provides a unified view of diverse assets including real estate and investments.
  • Supports over twelve thousand financial institutions for seamless data integration.

Cons

  • Currently limited to a desktop-only experience with no mobile application.
  • Users with assets in unsupported currencies may face tracking limitations.

FAQs

Just Launched

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Rating

5.0

Pros

Cons

Quick Brisa Comparision

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Release History

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