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Assetli vs ifso

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Assetli compared with ifso
DetailAssetli logo Assetliifso logo ifso
What it doesAI-powered personal finance and household management platform Retirement and financial scenario planner with real tax math
StageNot given Not given
FoundedNot given Not given
Based inCZ US
Pricing modelFreemium Freemium
PricingFree: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L Free: one plan with the full engine and real tax math. Pro: $9 per month or $69 per year, includes more plans, compare two side by side, year's cash flow, Monte Carlo range, Roth conversions, and rentals.
Key features
  • Bank statement import from 203 formats in 31 countries
  • Budget management with 50/30/20 or envelope method
  • Subscription and recurring payment tracking
  • Investment portfolio tracking for stocks, ETFs and crypto
  • Real estate and property valuation
  • Vehicle and valuables tracking
  • Shared expenses and bill splitting
  • AI assistant for financial questions and analysis
  • Tax orientation tools
  • Net worth calculation and tracking
  • Real tax math with federal brackets, state tax, and FICA calculated each year
  • 401(k) and IRA rules including contribution limits and employer match
  • Mortgage amortization with property tax and insurance
  • Rental property calculations with rent, vacancy, and upkeep
  • Social Security adjusted for claim age
  • Required minimum distributions with IRS rules
  • Roth conversion modeling
  • Monte Carlo analysis with market volatility
  • Compare two plans side by side
  • Spouse planning with separate ages and Social Security claims
What makes it different
  • Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
  • AI assistant that understands your data and answers financial questions with sources
  • Privacy-first design with EU data centers, no bank password required, and data never sold
  • Supports 203 bank statement formats from 31 countries
  • Free tier genuinely usable forever with no dark patterns
  • No bank connection required; you enter your numbers manually for complete privacy
  • Detailed tax math applied year by year based on actual rules and limits
  • One plan stays completely free forever with the full engine
  • Compare different life decisions and scenarios on a single chart
  • Export or delete your data anytime with no lock-in
Community votes00
DR (Domain Rating by Ahrefs)15 −2 (down) since last check1 no change since last check
Trust Flow (Majestic)80
Citation Flow (Majestic)2823
Referring domains (Majestic)3651

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