Your private council of AI financial 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.
A separate track of business specialists — entity structure, cash flow, business taxes, financing, KPIs, and valuation & exit. Available as a $199/mo add-on for Pro or Elite members (annual billing $166/mo — 2 months free). Not available on Starter.
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.
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.
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.