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AI-powered wealth tracking and portfolio management platform for complex investments
Stage
Startup
Not given
Founded
2026
Not given
Based in
US
US
Pricing model
Paid
Not given
Pricing
The Scan: $59 one-time (one search of both platforms). The Watch: $99 for 3 months (up to 6 checks). The Shield: $239 per year (up to 52 checks). No subscriptions or auto-renewal.
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
Manual search of Tea App and AWDTSG Facebook groups by a real person
Screenshots and screen recordings as proof of the search
Reports delivered within hours, not days
Completely confidential with no contact to third parties
Free removal guides for Tea App and AWDTSG posts
24-hour refund guarantee for late reports
Data deletion after report delivery
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 people conduct searches by hand, not automated scripts
100% confidentiality with no subscription model
Founded by someone who experienced being posted about themselves
Searches both Tea App and AWDTSG with documented proof of where looked
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
Shield Date
Vyzer