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Price
Published entry price$5.12per month
Published entry price$99per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Wealth Management
Wealth Management
Product
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Headquarters
Paris, France
Oakland, California
Company size
11-50 employees
11-50 employees
Plan
Published entry price
Published entry price
Published rate
$5.12 / month
$99 / month
Billable seats
Flat rate
Flat rate
Free options
Free plan, Free trial
Source updated
Oct 29, 2026
Oct 29, 2026
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Integrations
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Wealth Management
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