Wealth management and family office software for sophisticated investors
Verified revenue data and growth tactics from profitable online businesses
Stage
Established
Not given
Founded
2021
Not given
Based in
US
Not given
Pricing model
Freemium
Freemium
Pricing
Core tier free; Clarity, Panorama and Signature plans available
Starter: $29.90/month or $304.98/year (300 reads/month). Pro: $59.90/month or $610.98/year (1,000 reads/month). Business: $99.90/month or $1,018.98/year (3,000 reads/month). All plans include every report in full, past versions, and access to the library. Yearly billing saves 15%.
Key features
AI-powered document ingestion
Entity map visualization
Capital call forecasting
Multi-asset performance analytics
Automated data aggregation
Deal and due diligence tools
Investor portal and CRM
AI-powered workflows
Open architecture and API platform
Lens store for custom use cases
Daily revenue and MRR updates synced from public channels
Marketing channel analysis showing which channels bring users
Competitor traffic and search ranking comparison
AI tool integration via MCP protocol with read limits
Historical report versions for tracking changes over time
Quarterly report updates with source attribution
Free library browsing without subscription
What makes it different
Flat-fee pricing model that doesn't scale with assets under management
SOC 2 compliant with military-grade security for sensitive financial data
Built by team behind global #1 apps and Deloitte Fast 500 companies
Revenue verified through public channels rather than founder claims
Data syncs daily and reports update quarterly
AI-native access to reports via MCP for Claude, ChatGPT and other tools
Every claim sourced and dated for research credibility