Assely is for people who want to see their banks, investments, property, and personal assets in one place. It brings together your net worth, spending, debts, and goals so you can understand the whole picture.

What happens after I join the waitlist?

Early access. We open Assely in waves, and waitlist members are invited first. Everyone starts on the free plan, and launch pricing is locked for waitlist members when they upgrade.

Can Assely move my money?

No. Connections are strictly read-only. Assely can bring in balances and transactions, but it cannot move money or make transactions. Your money stays with your institutions.

Will my banks and investment accounts connect?

Assely connects to banks across the EEA and the UK through Salt Edge, and to supported brokerages through SnapTrade. Coverage depends on your institution. Talk to the team if you want to check a specific account before joining.

Can I include property and personal assets?

Yes. You can add property, vehicles, watches, art, and other personal assets with manual valuations. They sit alongside your connected accounts and investments, all rolled into one net worth.

What will Assely cost?

There will be a free plan at launch, with Pro and Max plans for more accounts and advanced features. You can compare the plans in the pricing section above. Waitlist members keep launch pricing when they upgrade.

Can I leave and take my data with me?

Anytime. Subscriptions can be cancelled from settings with no fees or lock-in, your data exports with you, and account deletion permanently removes everything we hold.

Personal wealth, connected

Your wealth.
In perspective.

Connect your banks, investments, property, and private assets. See your complete financial picture, and make your next decision with clarity.

See the product

Connected to 2,500+ institutions via Salt Edge & SnapTrade

BBVA
Santander
Revolut
Interactive Brokers
HSBC
N26
CaixaBank
Wise
Barclays
ING

The problem

Your money lives in five apps.
None of them agree.

Modern money is scattered by default. The tools that hold it weren't built to talk to each other.

Your money lives in five apps

Banks, brokers, budgets, spreadsheets: each holds a different piece of the truth.

No number you can trust

Your real net worth is always an estimate, assembled by hand, already stale.

Money leaks silently

Subscriptions renew, fees compound, budgets drift, and nothing tells you.

Every decision starts with an export

CSV out, spreadsheet in, an evening lost, all for one answer.

The answer

One update.
Everything in sync.

Record a payment once. Your transactions, debt balance, goals, and budget reflect the same change.

See what one €450 payment sets in motion.

It starts with one entry

Car loan payment

€450.00

A little closer to debt-free.

From: Santander ··4821
Date: 11 September
Category: Loan repayment

New payment

Transactions

Latest activity

Car loan payment11 Sep · Santander

—

Loan repaymentAwaiting entry

Debt balance

Car loan · remaining

€8,000

€0€8,000

Before this payment

Debt-free goal

Your progress

60.0%

€12,000 of €20,000 repaid

Every payment counts

Monthly budget

September · loan payments

€0 / €500

€500 left in this category

Your allocation is ready

One payment is all it takes.

Animated example · Illustrative data

The platform

Every part of your wealth.Working together.

The everyday decisions. The long-term plans. Bring budgets, investments, debts, and goals into one connected picture.

Budgeting & analytics

A plan for your money.Room for your life.

See what came in, what went out, and what’s still yours to spend. Build a budget around the way you live, with the detail to understand every difference.

Your categories, your structureMonthly, quarterly, or yearly plans

Explore budgeting

Investments

All your holdings.A clearer perspective.

Bring your portfolios together, across accounts and currencies. Follow performance, understand your exposure, and see how each investment fits into the whole.

Performance & P&L

Allocation & exposure

Explore investments

Debt management

Small changes.A closer finish line.

Compare payoff strategies and see what an extra payment could change: less interest, more breathing room, and a clear date to work toward.

Explore debt planning

Your path to debt-free

Example balance

€12,550

23 monthsto debt-free

Extra each month

5 months sooner. €219 less interest.

Try an example · 8% APR · €500/month before extras

Goals & planning

Make room forwhat matters to you.

A place of your own. A long-awaited escape. Give each goal a plan, track your progress, and explore what it takes to get there.

Explore the platform

One platform. A more complete picture.

Product illustrations use example data.

0+
Connected institutions: 0
Asset classes: 0%
Read-only

One precise picture.

Built for the details

The details make the difference.

The small things that bring your financial life together.
All considered. All connected.

Make it yours

Your overview. Your way.

Arrange, resize, and pin the widgets that matter to you. Net worth, cash flow, and budgets, exactly where you want them.

A little less admin

Less sorting. More clarity.

Rules that categorize for you. Filters, tags, and bulk edits that keep every transaction in its place.

Beyond borders

Every currency, together.

Keep accounts in euros, dollars, or pounds. See the whole picture in your chosen currency.

One step ahead

See what’s coming.

Spot recurring payments, track billing cycles, and know about renewals before they arrive.

Kapi · Early preview

The context behind the numbers.

Understand what changed in your spending. Kapi connects the details, so your next decision starts with a clearer picture.

Read-only by design

Your money stays yours.

Connect through Salt Edge. Assely can read balances and transactions, never move your money.

Confidence comes first

Your wealth is personal.It should stay that way.

A clearer view should bring peace of mind. Your money stays at your institutions, with you in control of what you share.

How we protect your data

Read-only connections
Assely can bring in balances and transactions. It cannot move your money.
Protected at every step
Your financial data is encrypted in transit and at rest. Bank connections use specialist providers.
You stay in control
Choose the accounts you connect. Export your information or request account deletion from settings.

Madrid · 2026 · A note from the founder

“The spreadsheet was the only thing I trusted. That felt like the problem worth solving.”

Assely exists because my own money lived in five apps and one spreadsheet, and the spreadsheet was the only thing I trusted. Every month I exported transactions, reconciled balances by hand, and still couldn't answer the simplest question: what do I actually have?

So we built the instrument we wanted: every account, asset, and debt in one live ledger, connected through regulated, read-only rails. No advice dressed up as an upsell. No number you can't trace back to its source.

We're opening access in waves, so every new member gets a product that deserves their trust. If that sounds like what you've been waiting for, join the list. You'll hear from me personally.

Alejandro

Founder, Assely

Pricing

Launch pricing. Locked for the waitlist.

Every plan includes secure read-only bank connections and automatic categorization. Waitlist members keep these prices when we launch.

Free

Everything you need to see your money clearly

€0forever

Get early access

Banking & Transactions

Connected bank accounts(2 accounts)
Automatic categorization

Planning

Budgets(Basic)

Security & Support

Read-only bank-level encryption
Support(Email)

Pro

The full interconnected platform for serious money management

€9.99/month

Get early access

Banking & Transactions

Connected bank accounts(Unlimited)
Automatic categorization
Transaction rules engine
Saved filters, tags & bulk edits
Spreadsheet import / CSV & PDF export
Multi-currency accounts

Planning

Budgets(Hierarchical + replication)
Debt payoff strategies
Goals with what-if simulator
Subscription tracking
Customizable dashboard

Investments & Insights

Portfolio tracking (9 asset classes)
Real-time prices & P&L
Sector, currency & geographic analysis
AI-powered insights

Security & Support

Read-only bank-level encryption
Support(Priority email)

Max

For high-net-worth individuals and families

€29.99/month

Talk to us

Banking & Transactions

Connected bank accounts(Unlimited)
Automatic categorization
Transaction rules engine
Saved filters, tags & bulk edits
Spreadsheet import / CSV & PDF export
Multi-currency accounts

Planning

Budgets(Hierarchical + replication)
Debt payoff strategies
Goals with what-if simulator
Subscription tracking
Customizable dashboard

Investments & Insights

Portfolio tracking (9 asset classes)
Real-time prices & P&L
Sector, currency & geographic analysis
AI-powered insights
Advanced tax optimization

Security & Support

Read-only bank-level encryption
Support(Dedicated)
Family accounts(Up to 5 members)
API access

Plan comparison: features included in the Free, Pro, and Max plans
	Free Everything you need to see your money clearly €0forever Get early access	ProPopular The full interconnected platform for serious money management €9.99/month Get early access	Max For high-net-worth individuals and families €29.99/month Talk to us
Banking & Transactions
Connected bank accounts	2 accounts	Unlimited	Unlimited
Automatic categorization
Transaction rules engine
Saved filters, tags & bulk edits
Spreadsheet import / CSV & PDF export
Multi-currency accounts
Planning
Budgets	Basic	Hierarchical + replication	Hierarchical + replication
Debt payoff strategies
Goals with what-if simulator
Subscription tracking
Customizable dashboard
Investments & Insights
Portfolio tracking (9 asset classes)
Real-time prices & P&L
Sector, currency & geographic analysis
AI-powered insights
Advanced tax optimization
Security & Support
Read-only bank-level encryption
Support	Email	Priority email	Dedicated
Family accounts			Up to 5 members
API access

All prices in EUR. Prices at launch; waitlist members get first access.

Free plan at launchRead-only bank accessYour data exports with you

Before you join

A few things,made clear.

Choosing where to bring your financial life together deserves a little consideration.

Talk to the team

One precise picture. Yours is waiting.

Connect your accounts in minutes and replace the spreadsheet, the guesswork, and the three other apps.

Not sure yet? Talk to us

Your wealth.In perspective.

Your money lives in five apps.None of them agree.

Your money lives in five apps

No number you can trust

Money leaks silently

Every decision starts with an export

One update.Everything in sync.

Transactions

Debt balance

Debt-free goal

Monthly budget

Every part of your wealth.Working together.

A plan for your money.Room for your life.

All your holdings.A clearer perspective.

Small changes.A closer finish line.

Make room forwhat matters to you.

The details make the difference.

Your overview. Your way.

Less sorting. More clarity.

Every currency, together.

See what’s coming.

The context behind the numbers.

Your money stays yours.

Your wealth is personal.It should stay that way.

Read-only connections

Protected at every step

You stay in control

Launch pricing. Locked for the waitlist.

Free

Pro

Max

A few things,made clear.

Who is Assely for?

What happens after I join the waitlist?

Can Assely move my money?

Will my banks and investment accounts connect?

Can I include property and personal assets?

What will Assely cost?

Can I leave and take my data with me?

One precise picture. Yours is waiting.

Your wealth.
In perspective.

Your money lives in five apps.
None of them agree.

One update.
Everything in sync.