| What it does | AI-powered personal finance and household management platform
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Not given
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| Founded | Not given
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| Based in | CZ
| US
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| Pricing model | Freemium
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| Pricing | Free: £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
| Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
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| 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
| - AI document processing for financial statements and K-1s
- Sync multiple bank and brokerage accounts
- Performance tracking across public and private investments
- Portfolio organization by entity (LLCs, trusts, IRAs)
- Cash flow planning with scenario modeling
- Co-investment and ownership stake tracking
- Role-based access and permissions
- AI-powered portfolio query and insights
- Automated reporting and statements
- Support for multiple asset classes
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| 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
| - All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
- AI-powered document processing that extracts data from financial statements automatically
- Multi-entity and multi-client portfolio management for family offices and advisors
- Comprehensive asset class coverage from traditional to crypto and alternative investments
- No financial product upselling or conflicts of interest
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 17 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 8 |
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| Citation Flow (Majestic) | 28 | 20 |
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| Referring domains (Majestic) | 36 | 219 |
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Assetli
Vyzer