Antevo Wealth

npx add-mcp 'https://api.antevo.ch/mcp/wealth/mcp'

Core records hosted in Switzerland Your private household view Intelligence, not advice

Each bank shows you its half.Antevo holds the whole.

Seven o’clock, one question in ChatGPT or Claude: everything you own read together, the three moves no single bank sees, your own loan contracts, a stress test, and both bankers briefed by 07:06.

Dramatised conversation; every name and figure is fictional. Information, not advice.

Separate accounts.One financial life.

Go beyond the balance at one bank. Bring investments and the assets around them into a household view, with liabilities and documents alongside.

• 01 Investments & allocation
• 02 Property & private assets
• 03 Risk & concentration

Explore an illustrative household. No client data.

THE MARTIN HOUSEHOLDILLUSTRATIVE

Recorded assets · before liabilities

CHF 8,450,000

One household. A wider perspective.A

From a developmentto what you hold.

The developments we track are linked to the holdings they touch. Where one maps to a stress scenario, your private view holds the modelled impact on your portfolio, in francs.

1. 01 / THE DEVELOPMENT A rate rise, a stronger franc, a disruption to energy supply.
2. 02 / THE HOLDINGS IT TOUCHES Your positions in the sectors it reaches, by name.
3. 03 / THE MODELLED IMPACT What the linked scenario would mean for your portfolio, in francs. Not a forecast and not a probability.

Context is not calibration. The walkthrough shows each step: the assumptions, each holding’s contribution and what the model leaves out.

You don’t need to connecta bank to begin.

The free check starts with your comfort with loss and a rough picture of what you hold. See the gap, then save your baseline by email or with a free account.

A modelled estimate, not a forecast or investment recommendation.

Keep the picture together.

Start free with the check.
Choose a paid plan for your private view.

Personal

ONE HOUSEHOLD

CHF 19 / month

One bank connection and a starting point for your household wealth.

Explore Personal

Wealth

A WIDER PICTURE

CHF 49 / month

Multiple connections and real assets beyond your listed portfolio.

Explore Wealth

Wealth+

COMPLEX, SHARED WEALTH

CHF 390 / month

Several households and entities, with beneficiaries and the estate structure mapped.

Explore Wealth+

Family offices by conversation.Discuss your needs

Pricing per household. Review current plan scope and terms on Antevo.

Your questions, answered.

Is the 60-second check really free?

Yes. Begin without a bank connection or documents. The check compares a modelled portfolio fall with your stated comfort with loss. You can save your baseline by email or through a free account.

Is Antevo giving me financial advice?

No. Antevo brings your financial picture and relevant changes into view. The check is a modelled estimate, not a forecast. Decisions stay with you and your advisers.

Where is my data held?

Core records, documents and their encryption keys are hosted on Microsoft Azure in Switzerland. Some specialist services, including sign-in, payments, connections and AI processing, may handle data outside Switzerland. Read the privacy policy for the full picture.

What can I connect or add?

Brokerage accounts connect through SnapTrade. Property, private holdings, art and other assets can be added directly, with their supporting documents in your vault. Availability depends on your plan.

Can I use Antevo from ChatGPT or Claude?

Yes. Connect Claude, ChatGPT or another compatible assistant to Antevo Wealth over MCP. You sign in with Antevo, the assistant holds a scoped token and never your password, and it reads only your own household. How to connect.