| What it does | AI-powered personal finance app that tracks spending, manages subscriptions, lowers bills, and grows net worth in one place
| AI-powered wealth tracking and portfolio management platform for complex investments
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| US
|
|---|
| Pricing model | Freemium
| Not given
|
|---|
| Pricing | Free plan with one linked institution; Premium includes unlimited linked institutions, bill negotiation, hands-off subscription cancellation, advanced investment insights, smart notifications, and priority support. A success-based fee applies for bill negotiation only if Cove saves money.
| 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.
|
|---|
| Key features | - Bill negotiation with AI agent that calls providers on user's behalf
- Automatic subscription finding and tracking across all linked accounts
- AI-generated budgets based on real spending with category alerts
- Automatic transaction categorization and spending pattern analysis
- AI-powered savings goals with target, timeline, and progress tracking
- Expense splitting with partners and roommates for shared costs
| - 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
|
|---|
| What makes it different | - AI agent that actively negotiates bills on user's behalf rather than just tracking
- Hands-off subscription cancellation where Cove contacts providers for Premium members
- Natural language AI assistant to ask questions about spending and budget
- Success-based pricing for bill negotiation—pay only if money is saved
| - 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
|
|---|
| Community votes | 0 | 0 |
|---|
| DR (Domain Rating by Ahrefs) | 7 ● no change since last check | 33 ● no change since last check |
|---|
| Trust Flow (Majestic) | 0 | 8 |
|---|
| Citation Flow (Majestic) | 10 | 20 |
|---|
| Referring domains (Majestic) | 6 | 219 |
|---|
Cove
Vyzer