Track Every Asset. Grow Your Wealth.
Your complete financial picture in one place. Investment portfolios, alternative assets, intelligent budgeting, and AI-powered insights — all with bank-level security.
Aggregate data from 1000+ banks, brokers, and exchanges
One Platform for Your Entire Financial Life
Whether you're tracking stocks, managing real estate, or optimizing your budget — everything lives in one place
Product Capabilities
Four pillars that power your complete financial picture
Connect
Seamlessly sync all your financial accounts in real-time with bank-grade security.
- Automatic account syncing
- 1000+ financial institutions
- Real-time balance updates
Get Started in Under 2 Minutes
Three simple steps to complete financial clarity and smarter money decisions
Create Your Account
Sign up in under 2 minutes with just your email. No credit card required.
Connect Your Accounts
Securely link banks, credit cards, and investments with read-only access. We never touch your money.
Get AI-Powered Insights
Receive personalized recommendations to cut spending, grow savings, and build wealth automatically.
AI Insight Found
Save $847/mo by optimizing subscriptions
Portfolio Alert
Your investments grew +2.3% this week
Intelligent Tools for Every Financial Goal
From daily budgeting to long-term wealth building, every feature is designed to put you ahead
Net Worth Dashboard
See your complete financial picture at a glance — investments, real estate, vehicles, and all assets combined into one unified net worth view.
Investment Portfolio Management
Monitor stocks, ETFs, bonds, crypto, and commodities across all your accounts with real-time quotes and performance analytics.
Alternative Assets
Track real estate, vehicles, luxury watches, art, and collectibles with valuation history.
Global Distribution
Visualize your worldwide investment footprint across countries and regions.
Goal Planning
Set financial goals and get personalized roadmaps to achieve them.
AI-Powered Insights
Get personalized recommendations to improve your financial health.
Portfolio Rebalance
Your tech allocation is 15% overweight. Consider diversifying.
Your Financial Data, Fort Knox Protected
We use the same security standards as major banks. Your data is encrypted end-to-end and we only use read-only access — we can never move your money.
256-bit SSL Encryption
All data is encrypted in transit and at rest using the same standards as major banks.
Read-Only Access
We can only view your data, never move money or make transactions on your behalf.
SOC 2 Compliant
Independently audited security controls ensure your data is protected at all times.
GDPR Compliant
Full compliance with global privacy regulations to protect your personal information.
Pricing
Choose the Right Plan for You
Simple, transparent pricing. Start free and scale as you grow.
Free
For individuals getting started with personal finance tracking.
Core Features
Financial Tools
Security & Support
Pro
For professionals who need advanced tools and AI-powered insights.
Core Features
Financial Tools
Security & Support
Enterprise
For organizations requiring dedicated support and custom solutions.
Core Features
Financial Tools
Security & Support
Free
Pro
Enterprise
For individuals getting started with personal finance tracking.
For professionals who need advanced tools and AI-powered insights.
For organizations requiring dedicated support and custom solutions.
All plans include a 14-day free trial. No credit card required.
Trusted by Thousands of Users
See what our users are saying about their financial success with Assely
“Assely helped me save $3,000 in my first year by identifying spending patterns I never noticed. The AI insights are incredibly accurate and actionable.”
Sarah Chen
Marketing Manager
“Managing both personal and business finances was overwhelming. Assely's dashboard gives me clarity on everything in one place - I can see my cash flow 3 months ahead.”
Michael Rodriguez
Small Business Owner
“As someone new to investing, Assely's portfolio tracking and recommendations have been invaluable. My investment portfolio is up 18% this year thanks to their guidance.”
Emily Johnson
Recent Graduate
Users managing their finances with Assely
“The automated transaction categorization saves me hours every month. I finally have a clear picture of where my money goes.”
David Park
Software Engineer
“I was living paycheck to paycheck until Assely showed me where I was overspending. Now I have a $5,000 emergency fund and save $400 monthly!”
Amanda Foster
Nurse
“Even as a financial professional, Assely's AI insights caught $800 in monthly expenses I missed. It's become an essential tool in my practice.”
Robert Kim
Financial Advisor
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Frequently Asked Questions
Find answers to common questions about Assely
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