Annise - Crunchbase Company Profile & Funding

Q: Where is Annise's headquarters?

Annise is located in Park City, Utah, United States.

Overview

Annise

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Events

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Annise

CB Rank

280189

Annise — The OS for Modern Wealth, is an AI-powered wealth and expense management solution for investors, families, & their advisors

Founded

obfuscation

Private

Park City, Utah, United States

11-50

www.annise.io

Financial Services

FinTech

Information Services

Key People

Don Epperson: Co-Founder & CEO
Past Role: ISP Digital, Co-Founder & CEO
Teresa Epperson: Co-Founder and Head of Revenue

Details

Legal Name

DT App, Inc.

Also Known As

Annise, Inc.

Operating Status

Active

Company Type

For Profit

Founders

Agustin Fagalde, Don Epperson, Teresa Epperson

About the Company

Annise — The OS for Modern Wealth, is an AI-powered wealth and expense management solution for investors, families, and their advisors. Seamlessly integrating banking, brokerage (including crypto), alternative assets, real estate, personal property, trusts, and income/expense management, Annise delivers the sophistication and workflows once

accessible only to full-service family offices. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family-office approach to managing wealth—without the overhead of legacy software or the cost of traditional family-office infrastructure.

Contact Email

info@annise.io

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Annise Platform

A cloud-based wealth management platform that consolidates banking, brokerage, alternative assets, and trusts into a single interface for high net worth individuals and families.

Alternative Investments Management

A service to track and manage alternative assets like angel investments, private equity, real estate, venture funds, and related credit facilities including capital calls and K-1s.