Bateau Wealth
Your family office in your pocket.
Every account, trust, property and adviser your family has, in one private app. Ask questions in plain language, see the whole picture, and approve decisions securely.
Significant wealth brings significant complexity.
Accounts at several custodians. Trusts and LLCs. Homes, vehicles, private holdings. A wealth adviser, a CPA, an estate attorney. Most families stitch it together from portals, statements and email, and only the largest can afford a family office to do it for them.
Bateau Wealth gives your family the view a family office would: everything you own and everyone who advises you, in one place, on the phone you already carry.
The whole family picture, one conversation away.
Your whole household
Accounts at every custodian, trusts and business entities, held-away accounts, homes, vehicles, self-custody wallets and debts, with each family member’s role.
Ask anything
“What did we spend on the lake house this year?” “How much is in the kids’ trusts?” Ask in plain language and get a clear answer from your family’s own data.
Your advisers, in the loop
Your wealth adviser works with you from whatever computer they already use. Invite your own CPA or tax attorney, and their advice arrives in the same place, clearly marked as theirs.
Your family, remembered
Your goals, preferences and constraints are kept in your own words, visible to you and correctable, so no adviser ever starts from scratch.
Designed for families who can’t afford a breach.
Security isn’t a feature we added. It shaped how Bateau Wealth was built, starting with the first line of code.
Your own key
Your family’s information is locked with its own encryption key, used for no other family.
No passwords
You sign in with a passkey, so there’s no password to steal, guess or phish. In fact, there is not even a website.
Private by default
Only your family and the advisers you choose can see your information. Our staff have no standing access to it.
Nothing moves without you
Money moves only after you approve it securely, or under a standing rule you approved. Typing “yes” is never enough.
AI proposes. Rules constrain. You decide.
The assistant makes Bateau Wealth easy to talk to. It drafts and explains, but it never calculates a figure or approves a transaction. Planning, portfolio and tax engines produce every number, each proposal is checked against your family’s investment policy, and the final decision is always yours.
Native apps, a modern backend, AI with guardrails.
- Swift
- SwiftUI
- Xcode
- TestFlight
- App Store Connect
- Cloudflare Workers
- D1
- TypeScript
- SQL
- Claude API
- Passkeys
- Vitest
- Claude Code
- GitHub
Bring your family office home.
Bateau Wealth is in development. If your family would like an early look, we’d be glad to show you.