AI-powered wealth platform

Your entire financial life. One precise picture.

Assely connects your banks, investments, budgets, debts, and goals into a single interconnected platform — so every number you see is exact, current, and yours to act on.

2,500+ connected institutionsRead-only bank accessFree plan — no card required

Connects to 2,500+ banks, brokers, and institutions via TrueLayer

BBVASantanderRevolutInteractive BrokersHSBCN26CaixaBankWiseBarclaysING
BBVASantanderRevolutInteractive BrokersHSBCN26CaixaBankWiseBarclaysING
BBVASantanderRevolutInteractive BrokersHSBCN26CaixaBankWiseBarclaysING
BBVASantanderRevolutInteractive BrokersHSBCN26CaixaBankWiseBarclaysING

One platform, not five apps

Everything connected. Nothing siloed.

Record one debt payment and watch it update your transactions, debt balance, goals, and budget — simultaneously. That's what an interconnected platform means.

You pay off your car loan

May 12 · Santander ··4821

−€450.00

Transactions

Logged & categorized

Debt payment · Loans

Debt

Balance −€450.00

€7,550 remaining · payoff Jun 2027

Goals

Debt-free goal +2.3%

Feasibility recalculated

Budget

May budget updated

Debt category: €450 of €500

The platform

Four instruments. One dial.

Budgets, investments, debts, and goals share the same data — so every module sharpens the others.

Budget & analytics

Budgets that mirror how you actually spend

Hierarchical categories with monthly, quarterly, and yearly periods. See budget versus actual at a glance, replicate plans across periods, and catch unbudgeted spending before it grows.

  • Sections, categories, and subcategories
  • Variance tracking against every period
  • One-click budget replication
Explore budget & analytics

Left to spend in May

0

  • Housing€1,150 / €1,200
  • Groceries€412 / €640
  • Dining out€268 / €310
  • Transport€96 / €200

Investments

Your whole portfolio, priced in real time

Track stocks, ETFs, bonds, crypto, and six more asset classes across multiple portfolios — with live prices, cost-basis P&L, and allocation, sector, and geographic analysis.

  • 9 asset classes, multi-portfolio
  • Real-time quotes and P&L
  • Sector, currency, and world-map exposure
Explore investments

Portfolio value

0.00

+€612.40 (0.7%) today

  • Stocks & ETFs58%
  • Bonds22%
  • Crypto12%
  • Cash8%

Debt management

Pick your strategy. Watch your freedom date move.

Model avalanche and snowball payoff strategies with real APRs and minimum payments. Every extra euro shows its effect on interest paid and your debt-free date.

  • Avalanche vs. snowball comparison
  • Principal and interest breakdown
  • Payoff timeline with every payment
Explore debt management

Total debt

0

Freedom date

Jun 2027

Avalanche saves

€1,840 interest

Months earlier

14

Goals

Goals with a feasibility score, not a guess

Link goals to real transactions and let the what-if simulator score how achievable each target is — factoring in your seasonal spending patterns, not idealized averages.

  • Feasibility scoring on live data
  • What-if contribution simulator
  • Progress linked to transactions
Explore goals

Feasibility score

0%

House deposit · €40,000 by 2028

Saved so far€23,400

What-if simulator: +€150/month moves your date forward 7 months.

Built for the details

The parts that make it precise

A dashboard you arrange yourself

Drag, resize, and pin widgets — net worth, cash flow, budgets, debts — until the first screen answers your questions.

A transactions engine, not a list

Rules that auto-categorize, saved filters, tags, bulk edits, spreadsheet import, and export to CSV, Excel, or PDF.

Multi-currency, converted precisely

Hold accounts in euros, dollars, or pounds — Assely converts and consolidates at current rates.

Every subscription, spotted

Recurring payments detected from your transactions, with billing cycles and renewal dates before they hit.

AI-powered insights

Auto-categorization that learns from your corrections, plus personalized recommendations to cut waste and grow savings.

Read-only by design

Bank connections through TrueLayer's regulated open-banking rails. Assely can see balances — never move money.

Security & trust

Your data. Never your money.

Assely uses the same encryption standards as major banks, and connects through regulated open-banking rails with strictly read-only access.

  • 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.

SOC 2 Type II256-bit SSLGDPRRead-only

Your bank

Credentials stay here

TrueLayer

Regulated open banking

Assely

Read-only data

One-way street: data flows in, money never moves out.

0
Security Incidents
99.99%
Uptime SLA
100%
Read-Only Access

Pricing

Start free. Upgrade when it pays for itself.

Every plan includes secure read-only bank connections and automatic categorization.

Free

Everything you need to see your money clearly

$0forever

Start free

Banking & Transactions

  • Connected bank accounts(2 accounts)
  • Automatic categorization

Planning

  • Budgets(Basic)

Security & Support

  • Read-only bank-level encryption
  • Support(Email)
Most popular

Pro

The full interconnected platform for serious money management

$9.99/month

Start free trial

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(24/7 phone)
  • Family accounts(Up to 5 members)
  • Dedicated financial advisor
  • API access

All prices in USD. Cancel anytime — your data exports with you.

Free plan availableNo credit card requiredRead-only bank access

From our users

Numbers they finally trust

The automated transaction categorization saves me hours every month. I finally have a clear picture of where my money goes.

David Park

Software Engineer

Student loans were crushing me. Assely's debt payoff strategy helped me pay off $40k in 3 years instead of 10, saving me $18,000 in interest.

Hannah Davis

Veterinarian

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

Assely caught a subscription I forgot about that was costing me $200/month. The app paid for itself in the first week!

Olivia Brown

HR Director

Managing irregular income was a nightmare. Assely's cash flow predictions help me plan for lean months and save during good ones.

Jessica Martinez

Freelance Designer

The analytics are incredibly detailed. I love seeing my net worth grow month over month. It's addictive in the best way!

Priya Patel

Data Scientist

FAQ

Questions, answered plainly

See your money exactly as it is.

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

  • Free plan available
  • No credit card required
  • Cancel anytime
  • Read-only bank access
Connected institutions
0+
Asset classes tracked
0
Read-only bank access
0%