Your private council offinancial strategists.
Sixteen AI specialists built on institutional portfolio theory and multi-asset frameworks used by the world's largest asset managers, working in concert to plan, optimize and grow your wealth. Twelve are included in Pro; four advanced strategists are reserved for Elite.
Strategy. Alignment. Freedom.
Sixteen specialists. One private workspace.
Each agent operates with its own methodology, but shares your financial profile, so plans compound on each other.
Real estate, insurance, debt, estate, budget, college savings.
General chat gives general answers. Atrium gives you a plan.
A chatbot starts from zero every time you open it. Atrium starts from your actual numbers, stored privately, refined over time, with sixteen specialists working from the same profile so the advice compounds instead of contradicts.
- Forgets your numbers between sessions.
- One generalist voice on every topic.
- Conversations live in a chat history, not a structured plan.
- No way to track what you actually did.
- One private profile every agent reads from.
- Sixteen specialists, each with their own methodology.
- Structured plans with metrics, action items, and history.
- Weekly check-ins that update the plan as life changes.
From scattered numbers to compounding clarity.
Establish your profile
A single shared financial profile feeds every agent, income, savings, debt, goals, dependents, risk tolerance.
Engage a specialist
Pick an agent. Answer a focused form, or open a deep-dive conversation. Both produce structured plans with metrics.
Save, compare, act
Every plan lands in your private library, with prioritized recommendations and timed action items.
Three tiers. One private workspace.
Start with a 3-day free trial. Then stay on Starter for focused core planning, upgrade to Pro for the complete 12-agent council, or Elite for premium reasoning and all 16 agents.
Start with guided financial clarity.
- Up to 30 planning sessions / month
- Core strategist agents
- Up to 5 document analyses / month
The complete planning workspace for ongoing wealth decisions.
- Up to 100 planning sessions / month
- 12 of 16 financial agents (4 Elite-exclusive)
- Up to 20 document analyses / month
Premium AI delivery for complex households and higher-stakes decisions.
- Everything in Pro
- All 16 agents (4 Elite-exclusive)
- Premium reasoning model on every plan
How people are using Atrium.
A snapshot from beta members. First names and cities only, full case studies are in the works.
"I'd been putting off a Roth conversion plan for two years. The Retirement Science agent ran the brackets and gave me a five-year ladder I actually understood."
"The Debt Eliminator built a 24-month payoff plan across four cards and a HELOC. Having every agent share the same numbers means I'm not re-explaining my life every session."
"We used the Wealth Diagnostic and Estate agents back-to-back before meeting our attorney. Walked in with a 6-page brief instead of a blank page. Saved hours of billed time."
Quotes from beta members, used with permission. Not testimonials of investment results.
Your council is waiting.
Three minutes to set up. Sixteen experts on the other side of it.