| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| The AI-first financial app for gig workers
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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
| Freemium
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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 plan $0 per month. Pro $4.99 per month or $49.90 per year. Wealth Builder $9.99 per month or $99.90 per year. Annual billing is ten months. Optional managed portfolio carries a flat 0.25% per year of managed assets on paid plans only, billed monthly in arrears and deducted by custodian, not cha
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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
| - Multi-platform earnings tracking for Uber, DoorDash, Lyft, Instacart, Grubhub, Amazon Flex and others
- Automatic GPS-based mileage tracking with business vs personal mile classification
- AI-powered quarterly tax estimates and tax optimization
- Auto-save with automatic contributions from each payout
- Federal and state tax return preparation
- Qualified tips tracking and deduction up to $25,000
- PRActicle™ Roth IRA portable retirement account (coming soon)
- Bank-connected earnings dashboard with read-only access via Plaid
- AI Money Coach with tax tips and financial guidance
- Saver's Match rewards program for 2027
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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
| - Only platform combining auto-save, retirement savings, tax optimization, mileage tracking and multi-platform earnings in one app
- Built by gig workers who understand the gig economy firsthand
- Finds 1099 income from bank deposits that platforms don't report on 1099 forms
- No hidden fees, no data selling, read-only bank access for security
- Serves gig workers, payroll companies, fleets, and platforms with white-label solutions
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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 | 25 |
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| Referring domains (Majestic) | 219 | 42 |
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Vyzer
Gigaverse AI