Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. Built for globally mobile founders and HNW investors with $1M–$20M spread across brokers, banks, private assets and crypto — the people for whom a spreadsheet is the real system of record and no single custodian shows the full picture. What Ormax does today: • Consolidates brokerage, bank, crypto wallet and manually tracked assets into one net worth view • Covers nine asset classes — from public equities and cash to real estate, private equity, alternatives and crypto — in multiple currencies • Calculates CFA-grade performance analytics: an honest time-weighted return and benchmark comparison across the entire portfolio, not just one account • Shows asset allocation, concentration and cash flow across entities and portfolios • Surfaces AI insights on your own data — allocation drift, concentration, idle cash — so you see what your portfolio is actually doing Connect → See → Analyze. Advice comes next. Founded by a CFA charterholder and former hedge fund CIO. Based in Limassol, Cyprus. Ormax AI is not a registered investment adviser and does not provide investment advice, recommendations or portfolio management. The platform provides data aggregation, analytics and educational insights. Learn more at ormax.ai