Autonomous App Interface
Good morning Sarah

Superintelligence that manages your financial life.

01

The foundation is a secure financial vault that monitors your assets.

02

Autonomous builds an understanding of you, your family and goals.

Autonomous App Portfolio View

Autonomous surfaces what needs your attention and proactively takes the next step.

Concentration · yesterday

Your Nvidia position is up 15× and now a concentrated holding. A $285K harvested loss is available to offset gains if you trim it.

Estimated stake

$3.2M

Wire now · 2 hrs ago

The Prometheus SPV closes Friday. John sent wire instructions this morning for your $150,000 commitment. The details match your subscription agreement.

Discussed stake

$150K

Rebalance · 2 hrs ago

I've rebalanced your Autonomous Index. Tech ran ahead of your target weight, so I trimmed it back and harvested $21,200 in offsetting losses on the way.

Q2 tax estimate · today

Your taxes are due in 30 days. I've drafted an email to your accountant with a summary of our last tax conversation and the relevant trades attached.

Estimated 2026 taxes

$264K

Real estate update · 15 minutes ago

4 recent sales in your neighborhood show an appreciation of 8% on a square-foot basis. We've updated your home value and estimated equity.

Estimated value

$12.1M

Estimated equity

$9.2M

Rebalance · 3 days ago

I've rebalanced your Autonomous Index. The SpaceX IPO pushed your space theme overweight, so I trimmed it to target and harvested offsetting losses.

QSBS · yesterday

Your seed shares in Datum Labs reach their five-year QSBS mark in March. Selling after that date could exempt up to $10M of the gain from federal tax. I've mapped your holding period against the exemption.

Unrealized gain

$6.4M

Employer match · yesterday

You contribute 4% to your 401(k). Anthropic matches to 6%. Raising your contribution two points collects roughly $7,200 a year in employer match you currently forgo.

Annual match left

$7.2K

Single stock · 4 hrs ago

Your Anthropic stake is most of your net worth in one position ahead of the IPO. I modeled a staged diversification for when the lockup opens, including an exchange fund that spreads the exposure while deferring the gain.

Estimated stake

$11.2M

401(k) rollover · 15 minutes ago

Your 401(k) from Google sits with Vanguard charging 0.74%. Moved into your Autonomous IRA, the same balance costs 0.03% and comes under management with the rest of your picture.

Saved in fees

$2K/yr

Liquidity · 4 hrs ago

Your SpaceX SPV opened a tender offer. You can sell up to 20% now or hold for the IPO. I modeled both against your tax picture.

Eligible to sell

$560K

Estate · yesterday

Your trust hasn't been updated since Maya was born. I flagged the sections worth revisiting with your attorney before year end.

Estate value

$42M

Cash · today

$1.1M is sitting idle in checking. A treasury sweep earns roughly $48K a year at today's rates with same-day access.

Idle cash

$1.1M

Charitable · 2 days ago

Gifting appreciated Nvidia to your donor-advised fund avoids the gain and earns a deduction this year. I drafted the transfer.

Unrealized gain

$1.8M

03

Investments, taxes, planning, execution. All coordinated in one system.

04

Ideas are reasoned through together. Aligned decisions are executed instantly.

Autonomous App Mockups

Why

Autonomous is science-backed financial intelligence, built on three commitments: to understand markets, to understand you, and to communicate what it knows in the form each moment demands.

It reads the forces moving markets, holds your complete picture against your goals, and optimizes as your life changes. The aim is autonomy: to handle the complexity so completely that engaging with it becomes a choice, and you are left to live.

Get immediate answers and explore trade-offs

I want to buy in SF. What can I actually afford before this liquidity event?

Most of your wealth is still locked-up stock, so I sized the purchase against the cash you can reach today and the after-tax number coming later, cash versus a loan against your position.

FAQ

By invitation.

You can request an invitation or be referred by an existing member. We open Autonomous to a small group at a time and review every request individually.

Autonomous is for people who want their entire financial life understood and managed in one place.

Autonomous is built to handle complex situations with many moving parts: investments held across institutions, private assets, targeted exposure, equity compensation, real estate, taxes, and decisions which cut across all of it.

We start by building a complete picture of your financial life: what you own, what you owe, what matters to you, and what's already underway.

From there, Autonomous continuously tracks changes, identifies what needs attention, and coordinates action across investments, taxes, planning, and execution.

Autonomous meets you where you are. Whether you want every decision explained in plain language or you'd rather go deep on the mechanics, it calibrates to your financial fluency.

Check in as often as you like. Autonomous will reach out when something genuinely needs your attention, and stay quiet when it doesn't.

Your financial life is being handled, even when you are not thinking about it.

Autonomous Wealth Management LLC is an SEC registered investment advisor. We operate under a strict fiduciary duty to act in your best interests at all times.

Managed assets are held with Apex, one of the largest independent custodians with $200+ billion in client assets across 22+ million accounts. Apex is a broker-dealer and SIPC member, which means securities in your account are protected up to $500,000 in the unlikely event that Apex becomes insolvent.

For details and more information, including eligibility limits, see www.sipc.org. Apex maintains excess SIPC insurance, with an aggregate firmwide limit of $150 million, subject to sub-limits for any one customer of $37.5 million for securities and $900,000 for cash. SIPC coverage is only available in the event of a member financial institution's financial insolvency. It does not protect against market losses or general errors or omissions. Registration does not imply a certain level of skill or training.

Autonomous is built by Autonomous Technologies Group, an applied AI research lab in New York City and San Francisco.

ATG's founders built and sold their last company, then couldn't find a wealth manager they'd actually use. So they built one.

Today, our team of engineers, researchers, financial professionals, and operators is building a regulated, full-stack wealth manager from the ground up.

We're hiring.