| What it does | Effortless money planning
| 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 | GB
| US
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| Pricing model | Freemium
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| Pricing | Free: $0 with two active budgets, budget analytics, any currency, and ready-made budget templates. Premium: $54 (one-time payment) with unlimited budgets, collaboration on budgets, and priority support. Premium also available as monthly or yearly subscription, or lifetime access option.
| 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 | - Monthly budget planning with income, expenses, and allocations
- Project budgets with target amounts and expense tracking
- Insights to see financial trends over time
- Budget sharing with partners or friends
- Support for over 150 world currencies with automatic conversion
- Data export to CSV format
- Ready-made budget templates
- Budget analytics
| - 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 | - Plan before you spend rather than track after spending
- Multi-currency support with automatic conversion to main currency
- Separate budgets for different life categories and projects
- Collaborative budgeting with partners and friends
- No bank connection required
| - 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) | 3 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 12 | 8 |
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| Citation Flow (Majestic) | 19 | 20 |
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| Referring domains (Majestic) | 21 | 219 |
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Kontu
Vyzer