Ultra High Net Worth Individual Services
- Company typePrivate
- Founded2017
- HeadquartersDover, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Ultra High Net Worth Individual Services firmographics
Firmographics- Name
- Ultra High Net Worth Individual Services
- Legal name
- UHNWI Services LLC
- Website
- https://uhnwi.services
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Ultra High Net Worth Individual Services industry classification
Industry- Product category
- Private Wealth Management & Concierge Services
- NAICS
- All Other Support Services (561990), Other Personal Services (8129), All Other Travel Arrangement and Reservation Services (561599)
- SIC
- Services-Help Supply Services (7363)
- akta.pro primary industry
- UHNW Concierge & Lifestyle Services (FSAAABAL)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Ultra High Net Worth Individual Services is headquartered
LocationHeadquarters
- HQ city
- Dover
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Ultra High Net Worth Individual Services business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Subscription Services: Monthly subscription tiers (Basic $1,000, Personal $5,000, Ultimate $25,000, VIP $50,000, VVIP quote-based) providing varying levels of personal assistance, wealth management advisory, and concierge services. Higher tiers include Chief Investor Officer dedicated to account and all-inclusive lifestyle services.
- One-Time Mandate: One-time fee of $1,000 for single investment mandate processing, including seller conversations, NDA-covered information gathering, and introduction of potential investment opportunities to wealth management team.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Basic Package - $1,000/month with wealth management mandate access |
| Subscription | Annual | Personal Package - $5,000/month with 9am-5pm personal assistant |
| Subscription | Annual | Ultimate Package - $25,000/month with 24/7 personal assistant and wealth advisory |
| Subscription | Annual | VIP Package - $50,000/month with bespoke services |
| Other | Multi-year contract | VVIP Package - Price on quote with all-inclusive services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Ultra High Net Worth Individual Services product offering
Product offeringCore offering
UHNWI Services delivers bespoke wealth management advisory, dedicated personal assistant coverage, and luxury lifestyle concierge services to ultra high net worth individuals and family offices through tiered monthly subscriptions. Core deliverables include access to a private database of off-market investment opportunities (real estate, art, car collections, startups), 24/7 personal assistant support via a dedicated mobile app, plus travel, transportation, and relocation coordination. Higher tiers add a dedicated Chief Investor Officer and all-inclusive legal, private jet, and yacht services.
Product overview
UHNWI Services offers a tiered subscription-based concierge service platform for Ultra High Net Worth Individuals. The portfolio consists of five subscription packages (Basic, Personal, Ultimate, VIP, and VVIP) ranging from $1,000 to $50,000+ per month, plus a one-time mandate option. Core services include wealth management advisory (covering real estate, art, car collections, startups investment, and commodities), 24/7 personal assistant access via a proprietary mobile app, travel and transportation coordination (private jets, yachts), and relocation services. Packages differentiate by assistant availability hours, wealth management advisory depth, minimum deposit requirements ($10M-$500M), and inclusive concierge services.
Differentiator
Problem solved
Functional benefit
Products and services
- Basic UHNWI Service Package Entry-level monthly subscription providing access to Wealth Management Mandates and alerts from a private database of off-market assets for potential investment opportunities, targeted at clients seeking wealth management exposure without personal assistant support.
- Personal UHNWI Service Package Mid-tier monthly subscription including Personal Assistant services available 9am-5pm, 5 days a week, alongside access to wealth management advisory and off-market asset alerts, targeted at clients who need limited personal assistant coverage.
- Ultimate UHNWI Service Package Premium monthly subscription featuring 24/7 Personal Assistant access and Wealth Management Advisory Services with a dedicated Chief Investor Officer, requiring a minimum account deposit of $10 Million.
- VIP UHNWI Service Package High-tier bespoke monthly subscription with 24/7 Personal Assistant, Wealth Management Advisory, and bespoke services, requiring a minimum account deposit of $50 Million.
- VVIP UHNWI Service Package Top-tier all-inclusive monthly subscription covering Advisory, Assistant, Legal, and Transportation services including vacations, private jet and boat access, requiring a minimum account deposit of $500 Million and priced on a quote basis.
- One Time Mandate One-time fee service of $1,000 for a single investment mandate, including initiating seller conversations under NDA, gathering information on the investment opportunity, and introducing the opportunity to the client's wealth management team.
Companies that use Ultra High Net Worth Individual Services
Customer profileSegments2 records
Ideal customer profiles2 records
Ultra High Net Worth Individual Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Ultra High Net Worth Individual Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Ultra High Net Worth Individual Services competitors and assessment
Company assessmentDirect peers
- Aspire Lifestyles: Global concierge and loyalty solutions provider offering premium lifestyle services to HNW and UHNW clients through dedicated relationship managers and a global supplier network. Comparable as an established subscription-style concierge serving wealthy individuals with broad lifestyle management.
- Ten Lifestyle Group: London-listed lifestyle management and concierge platform serving HNW and UHNW clients with subscription tiers, digital platform access, and dedicated account managers. Comparable as a tiered subscription concierge model serving wealthy clients globally with both personal assistance and lifestyle benefits.
- Knightsbridge Circle: Members-only concierge and private members' club for ultra-high-net-worth individuals with annual fees and minimum wealth requirements. Closely comparable to UHNWI's tiered subscription model with wealth thresholds and bespoke all-inclusive lifestyle services including private jet, yacht, and relocation access.
- PrivateFly: Global private jet booking platform providing on-demand charter access, empty-leg deals, and membership programs for private aviation clients. Comparable for the private jet and travel/transportation access that UHNWI bundles into its VIP and VVIP packages, though PrivateFly is a specialized point solution rather than a full concierge.
- Velocity Black: Premium on-demand concierge service for affluent members offering 24/7 access to personal assistants for travel, dining, events, and lifestyle requests via app and chat. Directly comparable for the digital/app-mediated 24/7 PA access model UHNWI emphasizes, though Velocity Black serves a slightly lower wealth tier.
- Quintessentially: Global UHNW concierge and lifestyle management pioneer offering 24/7 personal assistant services, travel, events, and access to exclusive experiences for ultra-high-net-worth members. Directly comparable as both serve UHNWIs with subscription-based bespoke concierge, and Quintessentially's lifestyle focus parallels UHNWI's core PA and travel offering.
Broad incumbents
- Sotheby's (Private Sales & Advisory): Global auction house and private sale platform offering UHNW clients access to off-market art, real estate, car collections, and luxury investment opportunities. Comparable for the off-market luxury investment sourcing component of UHNWI's offering, particularly in art and collectibles wealth management.
- John Paul (by Accor): Premium concierge brand owned by Accor that serves affluent travelers, credit card holders, and corporate clients worldwide through a digital platform and on-the-ground concierge teams. Comparable for the 24/7 concierge and lifestyle services model, though John Paul operates at larger scale and as part of Accor's broader hospitality portfolio rather than a standalone UHNWI boutique.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Ultra High Net Worth Individual Services social profiles
Digital presenceUltra High Net Worth Individual Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ultra High Net Worth Individual Services leadership team
Management profileNumber of profiles
Ultra High Net Worth Individual Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ultra High Net Worth Individual Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ultra High Net Worth Individual Services
What does Ultra High Net Worth Individual Services do?
UHNWI Services delivers bespoke wealth management advisory, dedicated personal assistant coverage, and luxury lifestyle concierge services to ultra high net worth individuals and family offices through tiered monthly subscriptions. Core deliverables include access to a private database of off-market investment opportunities (real estate, art, car collections, startups), 24/7 personal assistant support via a dedicated mobile app, plus travel, transportation, and relocation coordination. Higher tiers add a dedicated Chief Investor Officer and all-inclusive legal, private jet, and yacht services.
Is Ultra High Net Worth Individual Services a public or private company?
Ultra High Net Worth Individual Services is a private company. It is classified as family owned and is currently operating.
When was Ultra High Net Worth Individual Services founded?
Ultra High Net Worth Individual Services was founded in 2017. It employs 1 to 10 people.
Where is Ultra High Net Worth Individual Services based?
Ultra High Net Worth Individual Services is headquartered in Dover, United States, in the North America region.
How does Ultra High Net Worth Individual Services make money?
Two revenue lines are on record. Subscription Services are the primary driver. The others are one-Time Mandate.
Who are Ultra High Net Worth Individual Services's main competitors?
Direct peers on record are Aspire Lifestyles, Ten Lifestyle Group, Knightsbridge Circle, PrivateFly, Velocity Black and Quintessentially. Broad incumbents are Sotheby's (Private Sales & Advisory) and John Paul (by Accor).
Does Ultra High Net Worth Individual Services have an API?
No public API is recorded for Ultra High Net Worth Individual Services.
What industry is Ultra High Net Worth Individual Services in?
Ultra High Net Worth Individual Services's product category is Private Wealth Management & Concierge Services. Its primary akta.pro industry code is FSAAABAL, UHNW Concierge & Lifestyle Services, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 561990 and its SIC code is 7363.