AI-powered wealth tracking and portfolio management platform for complex investments
Know the day you'll be debt-free
Stage
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Founded
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Based in
US
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Pricing model
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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 for core features. Premium available as monthly subscription, yearly subscription, or one-time lifetime purchase. Premium subscriptions include a free week trial.
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
Debt payoff tracking with snowball and avalanche methods
Bill and payment reminders
Home screen widgets and Siri voice commands
Supports 44 languages and all major currencies
Shared budgets and goals with family or partners
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
Shows the exact month you'll be debt-free
Data stored only on your iPhone and iCloud, not Spendry's servers
Works offline with local calculations
Automatic reminders for bills, cards and subscriptions even when app is closed
Vyzer
Spendry