
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
7Assets records 152 monthly visits with -65% month-over-month growth and Freemium, Paid pricing. Alphanso records 24,993 monthly visits with +462.8% growth and Paid pricing.
Know your numbers: overnight reconciliation and reporting for serious wealth
| Dimension / Metric | ![]() | |
|---|---|---|
| Official Domain | 7assets.app | alphanso.ai |
| Pricing Model | Freemium, Paid | Paid |
| Monthly Visits | 152 (152) | 24.99K (24,993) |
| MoM Traffic Delta | -282 (-65%) | +20.55K (+462.8%) |
| Primary Market & Share | 🇩🇪 Germany (58.5%) | 🇺🇸 United States (91.2%) |
| Direct Visits / mo | 74 | 10.19K |
| User Rating | 4.1 | 4.1 |
| Supported Platforms | Website | Website |
Know your numbers: overnight reconciliation and reporting for serious wealth
Automatic nightly synchronisation with more than 2,500 banks and custodians, so positions are reconciled and valuations refreshed without manual uploads.
One consolidated view over securities, property, private equity, hedge funds, metals, art and crypto, with automatic transaction categorisation and balance-sheet consolidation.
Client and portfolio reports, wealth statements and performance overviews are generated automatically and are ready to share under your own branding.
Rental income, ancillary costs and returns are consolidated per property and analysed across the whole portfolio, including capital calls, distributions, IRR and multiples for private markets.

Human wealth advisors backed by AI-powered financial planning
Get paired with a credentialed advisor — CFP, CFA, tax strategist or estate attorney — and request a different match if the relationship is not the right fit.
Investments, taxes, estate documents, insurance, debt and goals live in a single plan instead of being managed across disconnected tools and providers.
No mandatory transfers or minimums; link existing accounts in read-only or read-write mode and choose DIY, guided or managed access.
Year-round tax strategy including loss harvesting and Roth moves, plus support for equity compensation and RSU taxation decisions around vesting.

AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
AI-powered financial reporting, dashboards and forecasting for accountants and finance teams
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