A personal CRM that picks one person a day to help you stay in touch
Stage
Established
Not given
Founded
2021
Not given
Based in
DE
Not given
Pricing model
Freemium
Not given
Pricing
Seedling: Free. Strategist: 5€/month (16% off yearly, 2 months free). Oracle: 15€/month (16% off yearly, 2 months free).
Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
Key features
Portfolio tracking across multiple brokers and asset classes
AI-powered portfolio optimization
Scenario simulations and stress testing
1-year asset forecasts
Dividend tracking and forecasting
Access to 100,000+ stocks and ETFs
30 years of historical asset data
ETF comparison tool
Portfolio benchmarking against indexes
Backtesting tool
Daily nudge with one person to reach out to
Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
Notes and conversation history from previous interactions
Conversation starters built from interests
One-tap messaging to your usual messaging app
Encrypted at rest storage of names, notes and life events
AI-generated suggestions that never see contact names
No ads and no tracking
What makes it different
All investments in one unified platform across brokers
AI-powered insights designed for retail investors
Bank-level security with no storage of broker credentials
Institutional-grade models accessible to individual investors
One person per day instead of a backlog of many
AI-generated suggestions that never see your contacts' names
Handoff to your messaging app without creating another inbox
Built-in conversation starters from interests and links to share
Wren