7Assets
Automate wealth tracking across all asset classes
Target Audience
- Self-employed professionals
- Real estate investors
- Financial advisors
- Alternative asset collectors
Hashtags
Overview
7Assets simplifies financial management by automatically aggregating all your assets in one place – from traditional investments to sneakers and crypto. It uses AI to analyze spending patterns, track portfolio performance, and generate real-time insights through easy-to-understand dashboards. The platform helps users make smarter financial decisions without spreadsheet headaches.
Key Features
Multi-Asset Tracking
Track everything from stocks to sneakers in one dashboard
Real-Time Analytics
AI-powered cash flow and investment performance insights
Bank Integration
Connect 2,500+ financial institutions automatically
Portfolio Context
View investments with market comparisons and trends
Asset Education
Learn about niche investments through built-in guides
Use Cases
Track diverse investment portfolios
Manage real estate cash flows
Catalog alternative assets like art/wine
Analyze spending vs investment growth
Share financial snapshots with advisors
Pros & Cons
Pros
- Supports obscure assets most platforms ignore
- Automates manual data entry through bank APIs
- Free access to core tracking features
- Military-grade encryption for financial data
Cons
- Mobile app still in development (web-only)
- Steep learning curve for alternative assets
- Limited customization for advanced investors
Pricing Plans
Free Plan
monthlyFeatures
- Multi-asset tracking
- 2,500+ bank connections
- Basic cash flow analysis
- Asset education resources
Pricing may have changed
For the most up-to-date pricing information, please visit the official website.
Visit websiteFrequently Asked Questions
What types of assets can I track?
Track traditional investments, real estate, crypto, collectibles (art, wine, sneakers), and even agricultural land – all in one platform.
Is my financial data secure?
Yes, we use bank-grade encryption and offer multi-factor authentication to protect your information.
Can financial advisors use this with clients?
Yes, the B2B version helps advisors manage client assets and share portfolio snapshots securely.
When will mobile apps be available?
Mobile apps are currently in development – the platform is web-optimized until then.
Reviews for 7Assets
Alternatives of 7Assets
Track and optimize investment portfolios with AI-driven insights
Optimize investment portfolios with AI-driven analysis and real-time tracking
Consolidate financial accounts with AI-driven wealth insights
Optimize personal finances with AI-driven wealth management
Simplify investment decisions with AI-driven portfolio management
Automate intelligent portfolio creation based on risk tolerance and goals
Transform complex financial data into actionable insights with AI
Automate financial tracking and gain AI-powered insights in minutes per month