| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Retirement and financial scenario planner with real tax math
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| Stage | Not given
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| Founded | Not given
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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: one plan with the full engine and real tax math. Pro: $9 per month or $69 per year, includes more plans, compare two side by side, year's cash flow, Monte Carlo range, Roth conversions, and rentals.
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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
| - Real tax math with federal brackets, state tax, and FICA calculated each year
- 401(k) and IRA rules including contribution limits and employer match
- Mortgage amortization with property tax and insurance
- Rental property calculations with rent, vacancy, and upkeep
- Social Security adjusted for claim age
- Required minimum distributions with IRS rules
- Roth conversion modeling
- Monte Carlo analysis with market volatility
- Compare two plans side by side
- Spouse planning with separate ages and Social Security claims
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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
| - No bank connection required; you enter your numbers manually for complete privacy
- Detailed tax math applied year by year based on actual rules and limits
- One plan stays completely free forever with the full engine
- Compare different life decisions and scenarios on a single chart
- Export or delete your data anytime with no lock-in
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | 1 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 0 |
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| Citation Flow (Majestic) | 20 | 23 |
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| Referring domains (Majestic) | 219 | 51 |
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