7assets.appAI tool

7Assets

AI-supported wealth and asset-management platform for family offices, wealth managers and financial advisors.

7Assets wealth management dashboard preview

7Assets is a digital backbone for wealth teams, connecting bank data, updating valuations, preparing reports and using AI support to help teams understand portfolios faster.

Pricing plans
Demo / contact sales

Public price was not listed during the manual audit.

Detailed overview

7Assets is a digital backbone for wealth teams, connecting bank data, updating valuations, preparing reports and using AI support to help teams understand portfolios faster. Best for: family offices, wealth managers, financial advisors and operations teams that need consolidated asset data and reporting. Verification note: The official German site describes overnight data processing, 2,500+ bank interfaces, updated valuations, reports and AI-supported wealth-management workflows. Pricing note: No public pricing table was visible; the site points users toward registration, login and demo/contact flows.