| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Track charitable donations and maximize tax deductions with organized records and tax-ready reports
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| Stage | Not given
| Startup
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| Founded | Not given
| 2025
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| Based in | US
| US
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| Pricing model | Not given
| Free
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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.
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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
| - Photo receipt capture that automatically reads and fills in donation details
- IRS compliance checking for deductible donations
- Tax report generation with PDF, spreadsheet, TurboTax import, and receipt archive
- Community feed to follow friends and discover campaigns
- Privacy controls with private, followers-only, and public sharing options
- Goal tracking by amount, cause, number of gifts, or organization
- Dashboard showing total giving, tax savings, goal progress, and impact history
- IRS-registered charity search and lookup
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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
| - 2026 tax deduction: tracks up to $1,000 cash gifts for standard deduction filers
- Automatic receipt reading and donation data extraction
- Complete tax filing integration with TurboTax import
- Social community for charitable giving discovery and tracking
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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
DonateMate