Central-bank-grade treasury discipline, with the simplicity a family office needs, and ready for your own AI agent.
Liquid resources
$142m
Commitments, 24m
$529m
First shortfall
Q4 '27
Available liquidity vs. projected needs, $m
FX exposure vs. policy
| Currency | Exposure | Policy | Hedged | Status |
|---|---|---|---|---|
| USD | 41% | ≤ 40% | 58% | Review |
| EUR | 37% | Base | — | Within |
| GBP | 12% | ≤ 15% | 40% | Within |
| CHF | 10% | ≤ 15% | 25% | Within |
A family office managing $1bn or more faces the problems of a small institution: dozens of entities, 5–15 banks, several currencies, fund commitments and securities-backed loans.
Wealth platforms report well on the past. But the questions that keep a CFO up at night (can we meet next quarter's capital calls? how exposed are we to the dollar?) are still answered in spreadsheets.
Wealth platforms show what a family owns. AITVA shows whether it is ready for what's coming.
See every future cash need (capital calls, taxes, family spending, loan repayments) against the cash and liquid assets available, by entity and currency, for the next 24 months. Get warned before a shortfall, and know how much you can commit to new deals.
See your true exposure to each currency, including inside funds and companies, compare it with your policy, and track every hedge and its roll date.
Coming next: borrowing and bank limits, stress tests, investment-policy checks and digital assets.
We read positions from your wealth platform (such as Addepar or Masttro), your bank statements and your fund notices. Nothing to replace.
AITVA builds one forward-looking view of cash, commitments and currencies across all entities.
Forecasts, alerts and a one-page board summary; your team and your banks act.
A secure, read-only connection lets your own AI agent answer questions such as “How much cash do we need for capital calls next quarter?” using the same numbers you see.
AITVA never moves money or places trades.
Fixed subscription pricing, never a percentage of your assets.
Option to run on your own servers or private cloud.
Every user and AI-agent action is logged; a person approves anything an agent drafts.
Our security programme is being built in line with ISO 27001.
Co-founder and CEO
20+ years in central banking, digital assets and fintech. Former Director of Investment Management at the Bank of Lithuania (€5bn+ in reserves), CEO of Bifinity (Binance group), and earlier built software for family offices.
Co-founder and CTO
20+ years building mission-critical financial systems. Former lead architect and head of the Bank of Lithuania's in-house treasury and risk management system (€10bn+ in reserves).
A former central banker and ex-member of the ECB Risk Management Committee, and two family-office advisors.
Based in Vilnius, working with family offices across Europe.
We are working with a small group of design partners. Tell us about your office and we will arrange a 20-minute conversation.
Prefer email? info@aitva.co
Private bank or platform? We complement your platform. Get in touch about partnership.