| What it does | Your personal AI CFO for serious investors
| Track every asset you own on one interactive map
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Free trial
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| Pricing | Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
| Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
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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
| - Interactive global map with globe and country views
- Track property, vehicles, boats, aircraft, land, parking and equipment
- View value, income, expenses, yield and net worth for each asset
- Attach documents such as deeds and insurance
- Set reminders for renewals
- Track loans and mortgages with debt details
- Export data as PDF, Excel or CSV reports
- Performance ranking showing returns across portfolio
- Upload deed, invoice or contract to auto-fill asset details
- Create private read-only sharing links for accountants or partners
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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
| - One interactive map showing all asset types together
- Values come from you, not market estimates, ensuring accuracy to your beliefs
- No bank logins required or personal data collection
- Tracks ownership share for properties held with partners
- Works across multiple countries with globe and country views
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 41 ▲ +2 (up) since last check | 2 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 12 | 5 |
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| Citation Flow (Majestic) | 32 | 21 |
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| Referring domains (Majestic) | 111 | 10 |
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Silvia
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