| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Track all your money in one app: bank accounts, cards, cash, exchanges and crypto with summaries in hryvnia
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| Stage | Not given
| Established
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| Founded | Not given
| 2021
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| Based in | US
| UA
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| Pricing model | Not given
| Not given
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| Pricing | 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.
| Free tier available without credit card. Plus: 199 ₴/month or 1,999 ₴/year. Family: 399 ₴/month or 3,999 ₴/year (up to 5 people). Business: 599 ₴/month or 5,999 ₴/year for sole proprietors. Prices include taxes; annual plans offer approximately 2 months free.
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| Key features | - 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
| - Consolidate bank accounts, cards, cash and crypto in one dashboard
- Voice, text and receipt photo expense recording with Surikat AI
- Budget tracking with spending pace alerts
- Days Supply calculator on iPhone and Mac
- Annual spending heat map and analytics
- Shared spaces for families and couples
- Support for 8 crypto exchanges and wallets
- Multi-currency conversion to hryvnia
- AES-256-GCM end-to-end encryption
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| What makes it different | - 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
| - Voice and photo receipt expense recording with AI categorization
- Consolidated view of all money sources with single hryvnia conversion
- Days Supply metric showing days until money runs out
- End-to-end encryption with data stored only in EU
- No data selling or AI model training on user information
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 8 | 0 |
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| Citation Flow (Majestic) | 20 | 0 |
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| Referring domains (Majestic) | 219 | 0 |
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Vyzer
Degroshi