Private beta · 2026

Ask anything.
Know everything.

The single source of truth for family offices and private wealth managers. Performance on demand.

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The platform

Wealth, reconciled.

Multiple banks, multiple formats, multiple currencies — Ask Snowy turns silos into one clean dashboard.

Single source of truth

Portfolios, bank accounts and wallets — reconciled into a single, clean data model. No more scattered statements.

Multiple asset classes

Equities, alternatives, digital assets, funds, staking positions and more.

Global market data

Institutional-grade end-of-day pricing across global exchanges, matched automatically to your holdings.

Income forecast

See dividend and staking yield forecast before they land. Twelve-month income projections for every position.

Preview

Ask Snowy. It knows your portfolio.

Ask Snowy is trained on your unique data model.

How did my tech stocks perform this quarter?

Nvidia is up +14.2% and Apple +6.8% this quarter — together adding $2.4M to your portfolio. Apple's spring dividend forecast is $180K.

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The roadmap

What's next for Ask Snowy

Where the platform is heading.

Currently working on

Position lots & lot accounting

In Progress

Track individual lots, FIFO, Average Cost Basis, etc.

Realized & unrealized gains

In Progress

Profit and loss on closed and open positions, side by side.

FX impact on performance

In Progress

See how currency moves shape returns, isolated from asset performance.

Coming up next

Document management

Planned

Securely store financial documents like fund reports in one place.

Deeper agentic workflows

Planned

AI-driven automation to streamline decisions and daily operations.

Dealflow

Planned

Track investment opportunities end to end, from sourcing to execution.

Be among the first.

Ask Snowy is in private development with select private wealth managers. Get in early.

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