Personal finance
Vyzer
AI-powered wealth tracking and portfolio management platform for complex investments
- Votes
- 0
- DR (Ahrefs)
- 33 no change since last check
Ahrefs Domain Rating reported 28 Oct 2026, restated 27 Oct 2026.
Vyzer is a digital wealth platform helping individuals and professionals track complex portfolios, manage multiple entities, model cash flow, and generate
Overview

Vyzer is a comprehensive digital wealth platform designed for individuals and professionals managing complex investment portfolios. The platform brings together performance tracking across public and private investments, cash flow modeling, AI-powered document analysis, and advanced planning tools in one intelligent dashboard.
The platform helps users track and organize diverse holdings including traditional investments, real estate, private equity, cryptocurrency, and alternative assets. It automates administration by processing financial documents to identify and update portfolio holdings, syncing with brokerage accounts and investor portals, and matching expected cash flows to actual transactions.
Vyzer supports complex wealth structures by allowing users to organize portfolios by entity (LLCs, trusts, IRAs), track co-investments and ownership stakes, and manage roles and access across partners and teams. The platform includes AI-powered insights that allow users to query their portfolio data, comprehensive reporting features for performance analysis, and cash flow planning with custom scenario modeling.
Serving high-net-worth individuals, family offices, RIAs, and private investors, Vyzer eliminates manual spreadsheet management and provides real-time visibility into complex financial situations.
Feature summary
- 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
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.
Vyzer metrics
Reported for vyzer.co: Ahrefs Domain Rating and Majestic link figures, with the movement since the prior report.
- Domain Rating
- 33
- no change since last check
- Trust Flow
- 8
- no change since last check
- Citation Flow
- 20
- no change since last check
- Referring domains
- 219
- no change since last check
- External backlinks
- 654
- no change since last check
Ahrefs Domain Rating reported 28 Oct 2026, restated 27 Oct 2026. Principal topic: Computers/Internet/On the Web (8). Majestic reported 27 Oct 2026, restated 27 Oct 2026. Link figures sourced from Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
Vyzer domain summary
Show the domain summary
.co is run by a registry that does not publish RDAP data: there is no public record for us to show.
Compare and explore
See the alternatives to Vyzer, Evibe vs Vyzer, Clear Budget vs Vyzer, Wallet Fit vs Vyzer, Patang vs Vyzer, BudgetBot vs Vyzer, The Silo vs Vyzer, more in Personal finance or startups in United States.
Q&A
- Do I need to pay to sign up for Vyzer?
- No. You can start using Vyzer's free Starter plan with access to core features like portfolio tracking and basic cash flow visualization. No credit card is required.
- Can I connect all of my accounts and holdings?
- Yes. Vyzer supports a wide range of financial institutions with direct API or OAuth connections. If a direct connection isn't available, Vyzer provides alternative methods like document uploads or AI-based syncing to ensure your portfolio stays fully updated.
- Does Vyzer offer features for financial advisors and family offices?
- Yes. Vyzer offers advanced features for RIAs and family offices including roles and permissions, white-labeled reporting, multi-client portfolio oversight, and tailored onboarding for complex wealth management.
- How does Vyzer connect to my financial accounts?
- Vyzer uses trusted third-party aggregators like Plaid and Akoya to securely connect to financial institutions with read-only access. If direct integration isn't available, users can upload financial documents using Vyzer's Magic Box for automatic data extraction and portfolio updates.
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