AI-powered wealth tracking and portfolio management platform for complex investments
See bank fees and subscriptions on your statement PDF
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
CA
Pricing model
Not given
Freemium
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: $0 USD (one statement per month). Pro: $5.99 USD per month or $47 USD per year (save 35%). Pro Canada: $7.99 CAD per month or $64 CAD per year. Sales tax applies where applicable.
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
Upload bank statements in PDF format
Identify and list all bank fees
List all subscriptions found in statements
Categorize all charges automatically
Process statements locally without uploading
Annual fee estimates for each bank charge
Tips on negotiating with banks to remove fees
Download charges as spreadsheet
See spending breakdown by month
Support for major US and Canadian banks
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
No bank login or account required to analyze first statement
PDF never leaves your device
Converts fees to annual figures for easy comparison
Vyzer
Expenvo