| What it does | Find forgotten subscriptions before they charge you again
| AI-powered wealth tracking and portfolio management platform for complex investments
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| Stage | Startup
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| Founded | Not given
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| Based in | US
| US
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| Pricing model | Freemium
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| Pricing | Free plan includes manual subscription tracking, renewal and trial reminders, 10 free statement scans (each covering up to 12 monthly PDF statements or a CSV export), and 10 on-device scans on iPhone and Android. Guard paid plan: $4.99/month or $2.99/month billed yearly at $35.88/year.
| 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 | - Gmail subscription discovery with read-only access to find receipts, trials, and renewal notices from the last 12 months
- Statement import and scanning for recurring charge detection
- Renewal and trial-end reminders before charges occur
- Unified dashboard showing all subscriptions, active count, monthly and yearly totals
- Monthly and yearly spending overview
- On-device statement scanning on iPhone and Android
- Price change, cancellation, and failed payment alerts
- Audit history of subscription changes while Guard is active
| - 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 | - No bank login required—never shares banking credentials or connects to bank accounts
- Privacy-first design with no automatic scanning or transaction feed monitoring
- You remain in control—Frobly never cancels subscriptions or touches your accounts
- Free plan forever with manual tracking and renewal reminders at no cost
- Gmail integration with read-only access and no automatic imports—you review everything first
| - 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) | 18 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 10 | 8 |
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| Citation Flow (Majestic) | 38 | 20 |
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| Referring domains (Majestic) | 350 | 219 |
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Frobly
Vyzer