Terms of use

Last updated: July 4, 2026

By using UHNW.ai, you agree to these terms. They're deliberately short and readable.

Educational content only — not financial advice

Everything on UHNW.ai is independent editorial information to help family offices, advisors and wealth owners understand and choose software. It is our opinion and analysis, offered in good faith — not financial, investment, legal or tax advice, and not a recommendation to invest in anything or engage any vendor, nor a guarantee of any result. Where investment platforms appear in the directory, capital is at risk and liquidity may be limited. Do your own diligence, with your own advisers, before buying or relying on any product listed here.

Accuracy and "as is"

We work hard to keep prices, features and ratings current and to source numbers from public pages rather than guess (see our methodology). Even so, software changes constantly, and content here is provided "as is" without warranties of any kind. We're not liable for actions taken based on this site, to the fullest extent the law allows. Spotted an error? Tell us — we fix things quickly.

Partner links & supported listings

Some links are partner links, and we may earn a commission if you sign up through them at no extra cost to you; most vendors here pay us nothing, and any negotiated referral or sponsorship agreement is marked on the listing it concerns. None of it changes our rankings or recommendations. Full details are in our disclosure.

Third-party sites

We link to external tools and resources for your convenience. We don't control those sites and aren't responsible for their content, pricing, availability or practices. Your dealings with them are between you and them.

Intellectual property

Our original writing, layout and design are ours. Product names, logos and trademarks (Addepar, Masttro, Asora, Altoo, Aleta, FundCount, Black Diamond, Sage Intacct, Notion, Navan, HubSpot and others) belong to their respective owners, and we reference them for identification and commentary only — which does not imply any endorsement or affiliation beyond what we disclose.

Changes

We may update these terms as the site evolves; the "last updated" date reflects the current version. Continued use after a change means you accept it.

Contact

Questions about these terms? Email hello@aiautomation.engineer.

These terms are provided in good faith and are not legal advice.