Everyday money
Clarity today.Room for tomorrow.
Give your spending a plan. Bring transactions, budgets, recurring payments, debts, and goals into the same conversation.
The connected wealth platform
All the details.The whole picture.
Your accounts, investments, property, and everyday money, brought together. Understand what you have, where it goes, and what comes next.
Read-only connections. Your money stays yours.
Investments
Every holding.One perspective.
Follow stocks, funds, crypto, and more across your brokerage accounts. See how your portfolio is performing and where your wealth is concentrated.
- Performance and allocation, together
- Dividends and investment income
- Multiple accounts and currencies
Property & other assets
Wealth goesbeyond an account.
Your home, a collection, a domain, or studio equipment. Add property and 14 types of other assets with your own valuations for a more complete net worth.
Company equity
Your stake.Part of your picture.
Keep company shares, stock awards, and options together. Understand their estimated value through the grant details, share prices, and valuation history behind it.
A place for every grant
Stock awards & sharesRSU · RSA · Common
Stock optionsISO · NSO
Company typesPrivate & public
Kapi · Your personal AI CFO
Your financial life.One conversation.
Meet the personal AI CFO we’re building around your whole financial picture. Understand what drives net worth, where your investments are concentrated, and how property, company equity, other assets, debt, and cash flow connect.
Kapi is in early preview. Explore illustrative conversations while personalized answers are in development.
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 dataRead-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.
Your next chapter
Bring your picturetogether.
Start with the accounts you use today, and add the rest as you go. Join the waitlist for early access.
Takes 10 seconds · Read-only access · Free plan at launch