7Assets

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7Assets is a cutting-edge, AI-powered digital platform for wealth management, offering a holistic view of your entire portfolio, including cash flow, real estate, securities, cryptocurrencies, and more.0
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What is 7Assets?

7Assets offers an intelligent, digital platform that simplifies the management of your finances by automatically capturing and organizing all your financial streams, from daily expenses to investments. With real-time insights and a user-friendly interface, it provides a comprehensive overview to help you make informed decisions and maintain control over your assets.

Key Features:

  1. 🏠 Real Estate Management- Manage all properties in one place with features like cash flow analysis, bulk uploads, and rental history.

  2. 📈 Investment Tracking- Synchronize portfolios, track performance, and analyze investments with transparent and secure portfolio management.

  3. 💼 Alternative Assets- Centralize management of diverse assets like cryptocurrencies, precious metals, and collectibles for a clear financial picture.

  4. 📊 Balance Sheet Creation- Automatically generate a balance sheet that clearly presents liquid assets and liabilities, shareable with clients.

  5. 💰 Cash Flow Analysis- Record and organize all cash flows, from monthly expenses to complex investments, for better financial planning.

Use Cases:

  • A freelance entrepreneur uses 7Assets to consolidate and manage various investments, gaining clarity and saving time on financial administration.

  • A real estate investor leverages the platform for better control over property portfolios and more informed decision-making.

  • A private investor finds simplicity and confidence in financial planning with 7Assets, leading to more assured decisions about her financial future.

Conclusion:

7Assets empowers you to bring order to your finances with its comprehensive, real-time overview of all your assets. By simplifying complex financial management through automation and AI-driven insights, it not only saves you time but also enhances your financial decision-making. Experience the future of wealth management with 7Assets, where clarity and control come together seamlessly.

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More information on 7Assets

Launched
2020-09
Pricing Model
Freemium
Starting Price
Global Rank
27897305
Follow
Month Visit
<5k
Tech used
Cloudflare CDN,Astro,Gzip,JSON Schema,OpenGraph,Progressive Web App

Top 5 Countries

53.8%
46.2%
Switzerland Germany

Traffic Sources

3.53%
1.38%
0.25%
13.61%
44.02%
35.95%
social paidReferrals mail referrals search direct
Source: Similarweb (Sep 24, 2025)
7Assets was manually vetted by our editorial team and was first featured on 2024-10-14.
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