Autonomous

Autonomous is a financial management system that monitors assets across institutions and private holdings, builds an understanding of a person's family and goals, surfaces items needing attention, and coordinates action across investments, taxes, planning, and execution. It tracks changes continuously and reaches out when something requires attention, while remaining quiet otherwise. Advisory services are provided by Autonomous Wealth Management LLC, an SEC-registered investment adviser operating under a fiduciary duty; managed assets are held with Apex, a SIPC-member custodian.

Core capabilities include monitoring a secure financial vault of assets, rebalancing an Autonomous Index, harvesting offsetting losses, modeling tax scenarios such as QSBS eligibility and charitable gifting, tracking real estate values, reviewing estate documents, managing employer retirement contributions, and evaluating liquidity events such as tender offers and IPO lockups. The system can draft communications to accountants and attorneys, model staged diversification for concentrated positions, and compare cash versus loan scenarios for major purchases. It calibrates explanations to the user's financial fluency.

Autonomous is intended for people with complex financial situations spanning investments across institutions, private assets, equity compensation, real estate, and taxes. Access is by invitation, with requests reviewed individually; the company opens to a small group at a time. No free plan, trial, or published pricing is stated.