| What it does | Your personal AI CFO for serious investors
| AI-powered personal finance and household management platform
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| Stage | Not given
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| Founded | Not given
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| Based in | US
| CZ
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| Pricing model | Freemium
| Freemium
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| Pricing | Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
| Free: £0 (2 bank accounts, 1 property, 1 vehicle, 1 broker, £0.35 AI credit/month). Premium: £3.25/month or £38.99/year (unlimited accounts, 5 properties, 5 vehicles, 5 profiles, £2.60 AI credit/month). Max: £8.33/month or £99.99/year (unlimited assets, 15 profiles, £6.90 AI credit/month). Premium L
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| Key features | - Connect over 12,000 US banks and brokerages
- Connect crypto exchanges and self-custody wallets
- Track physical assets with live market data valuation
- Real-time financial insights via call, chat, or email
- Read-only access with no ability to move money
- SOC 2 Type II certified encryption
- Mobile-first web experience
- AI-powered financial analysis connected to real accounts
| - Bank statement import from 203 formats in 31 countries
- Budget management with 50/30/20 or envelope method
- Subscription and recurring payment tracking
- Investment portfolio tracking for stocks, ETFs and crypto
- Real estate and property valuation
- Vehicle and valuables tracking
- Shared expenses and bill splitting
- AI assistant for financial questions and analysis
- Tax orientation tools
- Net worth calculation and tracking
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| What makes it different | - Built by investors specifically for investors
- AI answers questions using your real numbers, not generic examples
- Institutional-grade analysis in real time, 24/7
- Combines account aggregation with AI financial insights
- Secure with encrypted data and no credential storage
| - Comprehensive wealth management in one app covering accounts, investments, real estate, vehicles and valuables
- AI assistant that understands your data and answers financial questions with sources
- Privacy-first design with EU data centers, no bank password required, and data never sold
- Supports 203 bank statement formats from 31 countries
- Free tier genuinely usable forever with no dark patterns
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 42 ● no change since last check | 17 ● no change since last check |
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| Trust Flow (Majestic) | 12 | 8 |
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| Citation Flow (Majestic) | 32 | 28 |
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| Referring domains (Majestic) | 111 | 36 |
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Silvia
Assetli