| What it does | Free budget app and expense tracker with budgets, bills, savings goals and net worth in 166 currencies
| AI-powered wealth tracking and portfolio management platform for complex investments
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | US
| US
|
|---|
| Pricing model | Freemium
| Not given
|
|---|
| Pricing | Free: $0 forever (1 wallet, 1 budget, 1 recurring, 1 savings goal, 1 income goal, unlimited transactions). Pro: $4.99/month or $39/year (save 35%).
| 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 | - Track bank, cash, card, crypto and investment accounts in one dashboard
- Budgets by category, wallet or tag
- Recurring bills on autopilot
- Savings goals and income goals
- Net worth in 166 currencies at live rates
- Excel and CSV import and export
- English and Arabic with full RTL support
- Shared wallets for household budgeting
- Interactive spending reports and charts
- No bank login required
| - 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 | - Real free plan with unlimited transactions, not a time-limited trial
- 166 currencies with live exchange rates
- No bank credentials required—import from Excel, CSV or other apps instead
- Full data ownership—export anytime, no lock-in
- Works fully in English and Arabic with right-to-left support
| - 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) | 2 ● no change since last check | 33 ● no change since last check |
| Trust Flow (Majestic) | 9 | 8 |
| Citation Flow (Majestic) | 23 | 20 |
| Referring domains (Majestic) | 392 | 219 |