Powered by the world's first multi-agent AI built for capital.
Cognia gives high-net-worth individuals, family offices, and institutional investors year-round command over their crypto and multi-asset wealth.
Capital moves every day. Cognia tracks positions, surfaces tax implications, and identifies rebalancing windows continuously, three hundred and sixty-five days a year.
Wealth decisions span accounting, allocation, valuation, and tax. Cognia runs four independently trained specialist agents in parallel, with every conclusion backed by regulatory citations and reasoning chains.
Cognia continuously monitors allocation drift, tax windows, and risk exposure, surfacing alerts and recommended actions at the moments that matter.
Wallets across BTC, ETH, Solana, L2s, and major chains consolidated automatically into a single overview.
Filing location determines applicable rules. The platform automatically applies local regulations based on the user's tax residency, with no manual switching required.
Cross-domain problems broken down into specialist judgments, then reassembled into a single deliverable answer.
Users state the goal. The system identifies the nature of the question, dispatches one or more specialist agents, and reassembles their work into a coherent answer.
Public market data, private fund documents, and research reports processed uniformly. Key information on returns, risk, and portfolio structure extracted as direct input to decisions.
Diversification, concentration, liquidity, and rebalancing opportunities surfaced on the same chart. Drift and rebalancing windows identified as they happen, not in hindsight.
Wallet sync, transaction reconciliation, and cost-basis batching completed in a single workflow, removing the need for cross-platform switching and manual cross-checks.
Regulatory citations, filing requirements, and disposal histories assembled together, closing the distance between compliance preparation and final deliverable materials.
Cognia is engineered on three foundations — architecture, compliance, and audit — so every conclusion holds up to accountants, custodians, and regulators.
A tax-law knowledge base spanning 150+ jurisdictions, capable of serving family offices through cross-border enterprises.
Four specialist agents evaluate and cross-verify independently, with output passing multi-layer consistency checks.
Asset data encrypted end-to-end. Exchange and wallet access read-only. Private keys remain with the user at all times.
Cognia serves the people most accountable for precision and compliance: family offices, private banking clients, and Web3 institutions.
Jurisdictions in the tax-law knowledge base
Cross-border filing obligations covered on a single platform.
Specialist agents in parallel
Finance, allocation, alternatives, and tax run side by side without compromise.
Dimensions in intelligent rebalancing
Risk, return, liquidity, tax, correlation, and volatility evaluated together.
in every explainable decision chain
From data input to conclusion, every step traceable and auditable.
Cognia operates across three high-stakes scenarios, covering daily monitoring, decision moments, and audit delivery.
Sweeps the full portfolio for tax windows, allocation drift, and risk exposure, pushing alerts at the moments worth acting on.
Before a major buy, redemption, or cross-border transfer, four agents simulate the impact in parallel with regulatory citations and scenario comparisons.
At year-end, filing season, or due diligence, one-click export produces a fully cited audit trail ready for accountants and counsel.
Cognia connects to major exchanges, custodians, accounting firms, and tax authority report formats, with output that fits directly into existing workflows.
Read-only access to Binance, Coinbase, OKX, and other major CEXs, alongside Ethereum, Solana, and L2 wallets.
Statements formatted to GAAP, IFRS, and major jurisdictional standards, ready for Big 4 and local audit firms.
1099-DA, FBAR, CRS, and CARF formats built in, removing duplicate entry and reconciliation drift.
Cognia keeps financial, tax, and portfolio decisions running in real time, supporting every decisive moment.