| What it does | AI-powered wealth tracking and portfolio management platform for complex investments
| Your personalized self-development book built from an anonymous assessment
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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
| Paid
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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.
| Digital US$79, Paperback US$109 (plus shipping), Hardcover US$149 (plus shipping). All one-time purchases in USD. Printed books include free shipping to most destinations.
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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
| - Seven-session anonymous assessment with research-grounded instruments
- 12 months GPT-guided development app access
- Guided interview to shape personal development program
- Digital PDF, paperback, or hardcover editions
- Assessment based on validated instruments from Stanford, Oxford, Columbia, UCLA, and NCPTSD
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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
| - Fully anonymous by design with assessment separate from purchase details
- Research-grounded assessments using validated instruments from leading institutions
- Personalized one-of-one edition tailored to individual patterns and goals
- Non-diagnostic approach supporting self-development without medical claims
- Practical 180-day blueprint that turns insights into actionable steps
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 33 ● no change since last check | 33 ● no change since last check |
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| Trust Flow (Majestic) | 8 | 2 |
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| Citation Flow (Majestic) | 20 | 24 |
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| Referring domains (Majestic) | 219 | 33 |
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Vyzer
Rilev