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Try NowWhat 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
4.7/5
High-fidelity financial data visualization
Professional and desktop-optimized
NLPData Analytics
To serve as a centralized personal wealth operating system for tracking net worth and assets.
Desktop-only web platform with support for 12,000+ financial institutions.
Freemium with paid subscription tiers
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.
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
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
Want to add more pricing plans?
Claim this tool to manage plans, pricing, and listing details.
Weekly intelligence on AI strategy, operations, and market shifts. No noise. No narrative. Direct to your inbox.
Pros & Cons
Provides a unified view of diverse assets including real estate and investments. Supports over twelve thousand financial institutions for seamless data integration.
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
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Release History
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