EstateSpace

Name

EstateSpace

Legal name

EstateSpace, Inc.

Website

https://estatespace.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Estate Management Software

NAICS

Real Estate Property Managers (53131), Other Activities Related to Real Estate (531390)

SIC

Real Estate Agents & Managers (For Others) (6531), Real Estate (6500)

akta.pro primary industry

Estate Inventorying, Cataloging & Documentation (HSAFAFAF)

akta.pro secondary industries

Office Real Estate Asset Management (BPAJAMAG), Property Management Advisory & Leasing Administration (FSAEAJAN)

Keywords

• Physical asset management
• Estate management software
• Family office solutions
• Property lifecycle management
• Private wealth operations

Headquarters

HQ city

Great Falls

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Monthly or annual subscription-based SaaS pricing with three tiers differentiated by user count. Per-user pricing with volume discounts at higher tiers. Includes full platform access, unlimited properties and assets, data import services, and dedicated account management. One-year contract commitment with 14-day free trial.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

EstateSpace sells a cloud-based SaaS platform that serves as a single system of record for physical assets — homes, art, vehicles, collections, and the vendors and projects around them — used by private estates, family offices, and estate management teams. The platform embeds Lily, a proprietary AI agent that automates asset onboarding, structures unstructured documents, surfaces maintenance and renewal deadlines, and delivers budget-vs-actual financial visibility. Revenue is generated through per-seat monthly/annual subscriptions across three tiers.

Product overview

EstateSpace is a SaaS platform for physical asset and estate operations management. Its core product is the EstateSpace Platform — a unified system of record for private estates covering real estate, art, vehicles, vessels, aircraft, and collections, along with vendors, maintenance, projects, and documents. The platform is anchored by Lily AI, an embedded AI agent that automates onboarding, organizes data, flags lifecycle events, provides financial analysis, and optimizes estate operations. EstateSpace is offered across three subscription tiers (Starter at $340/month for 10 users, Professional at $870/month for 30 users, and Enterprise at $1,100/month for 50 users), each including full platform access, unlimited assets, data import services, and a dedicated account manager. The ecosystem is supplemented by the EstateSpace Marketplace (curated service partners) and a set of free interactive tools including the Estate Operations Diagnostic, Toolkit, Technology Stack Audit, and Vendor Risk Scorecard, plus downloadable guides and playbooks covering property management, maintenance, staffing, and financial review.

Differentiator

Problem solved

Functional benefit

Brands

• Lily AI: AI agent inside EstateSpace that handles onboarding, data organization, asset management, deadline tracking, and maintenance scheduling for physical assets.

Products and services

• EstateSpace Platform Cloud-based SaaS platform that serves as a single system of record for physical assets (real estate, art, vehicles, vessels, aircraft, collections) along with vendors, projects, maintenance, and documents. Role-based access supports principals, family offices, estate managers, and project managers working from one shared record.
• Lily AI Embedded AI agent inside the EstateSpace platform that handles onboarding of physical assets, organizes spreadsheets and documents into structured profiles, surfaces maintenance deadlines and renewal dates, provides budget-vs-actual financial analysis, and optimizes estate operations through four planned roles: AI Creator, AI Manager, AI Advisor, and AI Optimizer.
• EstateSpace Marketplace Curated directory of vetted third-party service partners offering estate management, design, construction, staffing, financial, security, travel, wardrobe, and due diligence services to EstateSpace clients.
• Estate Operations Assessments Suite of free interactive diagnostic tools — Estate Operations Diagnostic (10 questions scoring 5 dimensions), Estate Operations Toolkit, Technology Stack Audit, and Vendor Risk Scorecard — that help prospects evaluate their operations and lead into the platform.
• Guides & Playbooks Downloadable resources including the Property Management Playbook, Seasonal Property Readiness Guide, Maintenance Checklist, Housekeeping Checklist, Asset Protection Guide, Estate Financial Review Guide, Vendor Management Guide, ROI Calculator, and Staff Management Guide.

Quantifiable outcome

• Cut project admin time by 40%
• +2 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature4 records

Partnerships

25 partnerships are on record, tiered minor and core.

• Black TieminorOthersLuxury travel concierge partner offering fully customized travel experiences, event access, villa rentals, yacht access, and private jets. Provides exclusive travel services to EstateSpace clients.
• Crown Estate ServicescoreImplementation/ SI/ Consulting PartnerComprehensive luxury estate and lifestyle services including Director of Estates, technology and security assessments, equestrian facility design, construction design consulting, and owner representation.
• Ellen ConnectsminorImplementation/ SI/ Consulting PartnerFamily office specialist providing acting principal liaison, family office structuring, owner's representative and project manager services, and risk management assessments.
• The Integrum GroupminorImplementation/ SI/ Consulting PartnerLuxury residential and hospitality construction and estate care, specializing in Caribbean, Central, and South America regions. Offers pre-construction consultancy and project management.
• Kathy Kuo HomeminorOthersE-commerce destination for luxury furniture and decor with interior design studio services and trade program.
• Hilton Global AssociatesminorOthersProfessional investigative research firm providing due diligence services including individual, business, and investment due diligence for vetting key parties.
• NFPcoreOthersLeading property and casualty insurance advisor for affluent and high net worth families. Designs and negotiates customized insurance programs with relationships with AIG, Chubb, Pure, and others.
• Peak ProjectsminorImplementation/ SI/ Consulting PartnerClient advocate for high-end residential real estate projects providing budget and schedule management, procurement due diligence, risk management, and construction management.
• Precise Home ManagementminorImplementation/ SI/ Consulting PartnerDomestic staffing firm providing household staff placement, consulting and training, and residence management services since 1998.
• Red Five SecuritycoreOthersTrusted advisory firm for private families and family offices providing non-financial due diligence, digital privacy, threat monitoring, comprehensive risk assessments, privacy services, and technical surveillance countermeasures.
• ReisminorImplementation/ SI/ Consulting PartnerConstruction company redefining project experience through innovative technology application and thoughtful leadership. Offices in New York City, Los Angeles, and Long Island.
• SeriatimminorOthersNew York-based inventory management, organization, and relocation solutions provider specializing in digital inventory, photography, dimensions, evaluation, and valuation.
• Tapestry AssociatescoreImplementation/ SI/ Consulting PartnerLuxury residential property and personal services management consultancy. Helps optimize EstateSpace investment and provides trusted advisor services for UHNW families and family offices.
• Tack AdvisorsminorOthersFull-service consulting agency for private service professionals and administrative professionals. Provides coaching, training, consulting, and recruiting services.
• ValueProsminorOthersNationwide appraisal management company producing USPAP-compliant reports for real estate, personal property, equipment, vehicles, and special collections.
• Ward & Co.minorImplementation/ SI/ Consulting PartnerAward-winning London-based interior design studio established in 1986. Transforms spaces from sophisticated city residences to historic estates and modern developments.
• Hodges CoachingminorOthersLeadership development and executive coaching organization using emotional intelligence, cognitive-behavioral techniques, and brain-based strategies.
• Unity JetsminorOthersPrivate aviation provider offering trip-by-trip solution without long-term commitments. Offers fractional share, jet card, or one-time charter options.
• Garde RobeminorOthersLuxury wardrobe management and cyber closet valet service for couture collectors and multiple property owners. Provides archival storage and travel wardrobe services.
• INI AVminorOthersComprehensive technology provider for residential, commercial, and marine markets. Provides consultation, design, wireless network, home automation, and ongoing management services.
• Pennyworth ProjectsminorImplementation/ SI/ Consulting PartnerBoutique placement and consultation service for executive assistants, personal assistants, chiefs of staff, family assistants, house managers, estate managers, and operational professionals.
• Langford HospitalitycoreImplementation/ SI/ Consulting PartnerEndorsed partner by EstateSpace providing white-glove implementation services. Specializes in customizing EstateSpace framework, populating data, conducting onsite inventories, and providing ongoing training and support.
• Z DesignminorImplementation/ SI/ Consulting PartnerArchitectural design company specializing in commercial, private jet, nautical, and high-end residential design. Active in LA and NYC for over 20 years.
• HVNminorOthersTravel provider for unique private residences, villas, and suites with professional local hospitality teams. Partnership with Black Tie Travel for expert trip designers and VIP experiences.
• Mission (AWS Partner)coreTechnology or IntegrationPremier Consulting Partner in AWS and Amazon Partner Network (APN). Manages cloud infrastructure security and monitoring for EstateSpace. SOC 2 Type II certified.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Addepar: Wealth management platform serving family offices, advisors, and private banks. Broad incumbent because it targets the same family-office buyer with a much broader portfolio analytics suite, only adjacent to physical-asset management.
• AssetBook: Portfolio and client reporting software for wealth advisors and family offices. Broad incumbent that addresses the same family-office workflow but focuses on financial assets and reporting rather than physical assets.
• RealPage: Enterprise software platform for multifamily, single-family, and commercial real estate operators. Broad incumbent with overlapping property and asset data capabilities but oriented toward rental operators and REITs.
• Yardi: Large, established real estate software vendor spanning residential, commercial, and multi-family property management. Broad incumbent that overlaps with EstateSpace's property/asset inventory workflows but at very different scale and customer profile.
• SS&C Black Diamond: Wealth management platform for advisors and family offices, owned by SS&C. Broad incumbent covering the financial side of family-office workflows that EstateSpace explicitly positions against on the physical side.
• AppFolio: Cloud property management software for residential, commercial, and community associations. Broad incumbent that competes for the same 'system of record for properties' mindshare but is geared to rental operators rather than private estates.
• Tamarac (Finastra): Wealth management platform (now part of Finastra) serving RIAs and family offices with portfolio accounting, reporting, and CRM. Broad incumbent that overlaps with EstateSpace's family-office buyer but on the financial side.

Direct peers

• Masttro: Wealth reporting and analytics platform purpose-built for family offices and HNW clients. Direct peer because it shares EstateSpace's family-office target buyer and operates a similar SaaS-plus-dedicated-success model.
• HomeZada: Cloud-based home and asset management platform for homeowners and small landlords. Direct peer because it inventories properties, maintenance, and household assets, overlapping with EstateSpace's core physical-asset record.
• AssetMap: Financial planning visualization tool for advisors serving HNW households, explicitly including real estate and personal property. Direct peer because it competes for the same 'complete household balance sheet' positioning with HNW/family-office clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/estateemanagmentmadesimple
• Xx.com/estate_space
• Facebookfacebook.com/estatespace1

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 EstateSpace