| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Track every asset you own on one interactive map
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Not given
| Free trial
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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: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
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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
| - Interactive global map with globe and country views
- Track property, vehicles, boats, aircraft, land, parking and equipment
- View value, income, expenses, yield and net worth for each asset
- Attach documents such as deeds and insurance
- Set reminders for renewals
- Track loans and mortgages with debt details
- Export data as PDF, Excel or CSV reports
- Performance ranking showing returns across portfolio
- Upload deed, invoice or contract to auto-fill asset details
- Create private read-only sharing links for accountants or partners
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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
| - One interactive map showing all asset types together
- Values come from you, not market estimates, ensuring accuracy to your beliefs
- No bank logins required or personal data collection
- Tracks ownership share for properties held with partners
- Works across multiple countries with globe and country views
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | 2 ▲ +2 (up) since last check |
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| Trust Flow (Majestic) | 8 | 5 |
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| Citation Flow (Majestic) | 20 | 21 |
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| Referring domains (Majestic) | 219 | 10 |
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