Seriatim

What Seriatim does

Seriatim, Inc. is a privately held, woman-owned professional services firm founded in 1999 by Sonya Weisshappel and headquartered in New York City. The company provides hands-on, white-glove transition-management services — estate clearing, senior downsizing/right-sizing, relocation management for households and businesses, digital inventory creation, gifting/selling/preserving coordination, space planning, document systemization, and support through loss or illness — to high-net-worth individuals and families, with secondary reach into Fortune 500 enterprises and the professional advisor community.

At the center of the offering is the proprietary Chaos Whisperer™ System, which combines a secure, bank-level-encrypted shared documentation platform with a defined expert methodology. The system is offered in three annual subscription tiers (Clear Beginnings, Guided Harmony, Complete Serenity) layered on top of the custom-scoped project work. The platform is designed so that digital inventories and transition documentation become working records shared across the client's CPA, financial planner, insurance broker, and estate attorney, rather than standalone files.

Revenue mechanics are mixed: most engagements are custom-quoted professional services projects, supplemented by the Chaos Whisperer subscription tiers billed annually, plus ancillary revenue from the founder's speaking engagements and the 2025-published memoir 'Confessions of a Chaos Whisperer.' Go-to-market is primarily direct consultation paired with referral flow from a formal Trusted Advisor Community of wealth managers, estate attorneys, financial advisors, real estate professionals, and healthcare providers, with supplemental brand-building via speaking, podcast appearances, and content marketing. Geographic reach is nationwide in the United States, anchored on the New York metropolitan area.

Name

Seriatim

Legal name

Seriatim, Inc.

Website

https://seriatim.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

11–50 employees

Short description

Seriatim is a woman-owned New York firm that provides white-glove transition-management services — estate clearing, senior downsizing, relocation, and digital inventory — to high-net-worth individuals, families, Fortune 500 companies, and their professional advisors, delivered through the proprietary Chaos Whisperer™ system and a subscription tier model.

Ownership category

akta.pro rank

Product category

Move Management and Life Transition Services

NAICS

Office Administrative Services (561110), Other Individual and Family Services (624190)

SIC

Services-Management Services (8741)

akta.pro primary industry

Storage Planning & Transition Management (HSAFAFAI)

Keywords

• Senior move management
• Estate clearing services
• Downsizing services
• Relocation management
• Life transition services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services - Custom Projects: Hands-on expert-led support for acute situations, complex transitions, estate clearing, senior downsizing, and relocation management. Services are custom-scoped with personalized consultation and dedicated project management.
2. Chaos Whisperer Subscription Packages: Three-tier subscription model offering proactive preparation and planning: Clear Beginnings (guided roadmap), Guided Harmony (ongoing partnership), and Complete Serenity (hands-on support). Annual billing.
3. Speaking and Media Engagements: Revenue from speaking engagements, book sales (Confessions of a Chaos Whisperer), and media appearances.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

Seriatim provides hands-on life transition management services for individuals, families, and businesses, including estate clearing, senior downsizing/right-sizing, relocation management, digital inventory creation, and organization of tangible assets. The proprietary Chaos Whisperer System combines a secure, bank-level encrypted digital platform with expert-led white-glove support to deliver proactive preparation, ongoing advisory coordination, and defensible documentation trusted by CPAs, financial planners, insurance brokers, and estate attorneys.

Product overview

Seriatim offers a dual-model approach combining the Chaos Whisperer™ System (a proprietary software-and-service platform) with hands-on white-glove transition management services. The Chaos Whisperer™ platform offers three tiered packages — Clear Beginnings (entry-level guided roadmap), Guided Harmony (ongoing partnership with dedicated project manager), and Complete Serenity (hands-on support for complex situations) — all built around a secure shared digital platform that integrates with clients' professional advisors. The service portfolio includes estate clearing, senior downsizing/right-sizing, relocation management, digital inventory solutions, gifting and selling coordination, space planning, document systemization, and Navigating Loss or Illness support. Seriatim differentiates through embedded human expertise rather than software-only solutions, offering advisory-grade documentation that integrates with financial and legal planning. The company also publishes the book 'Confessions of a Chaos Whisperer' as a content product.

Differentiator

Problem solved

Functional benefit

Brands

• Chaos Whisperer: A proprietary expert-designed system that transforms chaos of tangible assets into an organized, protected, and meaningful legacy. Offers tiered packages including Clear Beginnings, Guided Harmony, and Complete Serenity for proactive preparation and planning.

Products and services

• Chaos Whisperer System An expert-designed proactive preparation system that combines a secure digital platform with professional human guidance to help individuals and families organize tangible assets, prepare for life transitions, and create defensible, shareable documentation trusted by advisors.
• Estate Clearing Services White-glove hands-on service for clearing estates following a death, including inventorying, sorting, organizing, and coordinating distribution, sale, donation, or disposal of belongings with compassion and discretion.
• Right-Sizing and Senior Downsizing Services Expert guidance and project management for older adults and families downsizing to smaller spaces, including comprehensive planning, administrative support, and tailored inventory solutions.
• Relocation Management Services End-to-end administrative support for businesses, executives, and families navigating office or household relocation, including inventorying, move coordination, packing supervision, and coordination of charitable donation or sale of assets.
• Digital Inventory Solutions On-site digital inventory creation of tangible assets with defensible documentation designed for sharing with CPAs, financial planners, insurance brokers, and estate attorneys, including valuation coordination, photo documentation, and secure shareable records.
• Gifting, Selling and Preserving Services Guided decision-making and coordination for distributing belongings, including gift coordination, consignment and auction sales, digital archiving, and donation logistics.
• Office Functions and Document Systemization Administrative organization services for business and household records, including file systemization, digital records management, and ongoing advisor coordination.
• Navigating Loss or Illness Support Compassionate white-glove support services for families dealing with illness, loss, or end-of-life transitions, providing detailed handling of administrative, emotional, and logistical needs.
• Confessions of a Chaos Whisperer (Book) Memoir by Sonya Weisshappel sharing stories and life lessons from three decades of navigating life transitions, available in paperback, Kindle, Audible, and eBook formats.

Quantifiable outcome

• Defensible documentation trusted by advisors including CPAs, financial planners, insurance brokers, and estate attorneys

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Gentle Transitions: Boutique senior move management and estate organizing firm offering downsizing, packing, and relocation coordination for older adults. Closely comparable in service mix and HNW client base to Seriatim's senior right-sizing practice.
• Transition Pros / Estate Cleanout Services: Estate cleanout and property transition services targeting families managing inherited or vacant properties. Comparable in core estate clearing and disposition workflows even if positioning skews more toward property cleanout than white-glove family support.
• Smooth Transitions: Senior move management and estate clearing specialist serving older adults and families through downsizing and relocation. Comparable scope of services (decluttering, move coordination, estate disposition) and similar advisor-referred client base.
• Caring Transitions: Franchised senior move, estate clearing, downsizing, and online auction service with hundreds of U.S. territories. Directly competes with Seriatim in estate clearing, senior relocation, and downsizing, but operates a franchise model rather than a centralized boutique firm.

Regional players

• Right at Home: Large in-home senior care franchise operating across the U.S. Adjacent to Seriatim through the senior services ecosystem, but focused on personal care rather than estate/downsize/relocation support; overlapping customer base of older adults and their families.

Emerging players

• TaskRabbit: Gig-economy platform for organizing, packing, moving, and home tasks. Overlaps with the lower end of Seriatim's hands-on services and could attract price-sensitive clients, but lacks the advisory-grade documentation and HNW positioning.
• Sortly: Tech-forward inventory and asset management app used by individuals and small businesses to catalog belongings. Represents the software-only direction that could pressure the lower end of Seriatim's Chaos Whisperer subscriptions if user experience and AI features continue to improve.

Broad incumbents

• Comfort Keepers: Large, franchised in-home care and senior services brand. Provides adjacent senior support (companion care, respite) that intersects with Seriatim's senior downsizing and aging-in-place work but is broader and care-oriented rather than transition-focused.
• The Container Store: National retail chain specializing in storage and organization products plus in-home organizing services (Closets by Design, etc.). Adjacent offering in the home organization category but product-led rather than service-led, like Seriatim's white-glove practice.

Others

• National Association of Senior & Specialty Move Managers (NASMM/NASMM): Industry association for senior and specialty move managers. Not a direct competitor but a counterpart ecosystem — most credible senior move management peers in the U.S., including Seriatim's likely direct rivals, are NASMM members or certified.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/SeriatimInc
• LinkedInlinkedin.com/in/sonyaweisshappel
• Instagraminstagram.com/seriatim_inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Seriatim