7Assets

Active

Tagline:All asset classes in one place. Bank-grade data engine for wealth management.

Updated:October 22, 2026

Domain Rating:

Social Media:

AI Finance AI Investing AI Accounting AI Real Estate AI Data Analytics AI Report Generator Freemium Free Trial Subscription Web App Cloud-based For Enterprise Secure Data Real-time

Open Website

Visit Website

What is 7Assets?

7Assets is a bank-grade digital wealth management platform designed for Family Offices, asset managers, private banks, and individuals. It consolidates all asset classes—including bank accounts, securities, real estate, crypto, private equity, and collectibles—into a unified data engine with automated reconciliation and reporting.

How to use 7Assets?

1. Register an account or request a personal live demo. 2. Connect your bank accounts, securities portfolios, and real estate cash flows. 3. Review automated overnight reconciliations and unified wealth balances. 4. Export consolidated reports and grant secure multi-tenant access to clients or advisors.

7Assets Core Features

2,500+ Bank Integrations

Connect custody accounts and bank feeds automatically with overnight transaction processing and portfolio reconciliation.

True Multi-Asset Coverage

Consolidate liquid assets, real estate cash flows, private equity, venture capital, and tangible assets in one place.

Consolidated Wealth Balance

Unified net worth overview across multiple legal entities, mandates, and asset classes without manual spreadsheets.

Bank-Grade Security

State-of-the-art encryption standards, multi-factor authentication, and secure European server infrastructure.

White-Label & Multi-Tenant

Configurable client portal and automated reporting designed for wealth managers, family offices, and advisors.

7Assets Use Cases

Family Offices consolidating multi-entity holdings and alternative assets into a single balance sheet.

Asset Managers and Financial Advisors automating portfolio reconciliation and client reporting.

High-net-worth individuals and landlords tracking real estate cash flows and multi-bank portfolios.

7Assets Frequently Asked Questions

What is 7Assets?

7Assets is an innovative, AI-powered digital platform for wealth management. It provides a holistic overview of your entire net worth—including cash flow, real estate, securities, crypto, precious metals, and other valuables.

How does 7Assets help manage wealth?

7Assets provides a detailed, automated view of your assets. The platform updates and organizes your data in real time with bank integrations and automated reconciliation.

Which asset classes can I manage with 7Assets?

With 7Assets, you can manage cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles, private equity, and custom asset categories.

Is 7Assets suitable for B2B institutions?

Yes, 7Assets offers dedicated capabilities for financial advisors, asset managers, family offices, and financial institutions to streamline advisory processes and client reporting.

How is data security handled?

Data security is our top priority. 7Assets uses modern encryption methods, secure European server infrastructure, and optional multi-factor authentication (MFA).

7Assets Product Background & Official Links

7Assets Support Email & Customer service contact & Refund contact etc.

7Assets Support Email: mail@7assets.app

More Contact, visit the about us page(https://7assets.app/about-us/)

7Assets Company Info

7Assets Company name: 7Assets GmbH

7Assets Developer Type: company

More about 7Assets, Please visit the about us page(https://7assets.app/about-us/)

7Assets Pricing & Plans

Household Budget

Free

Basic income and expense tracking
Manual asset entries
Overview dashboard

Subscribe & upgrade now

Professional

Recurring

$29 /month

Automated bank and broker connections
Real estate cash flow tracking
Real-time market pricing and valuation
Exportable financial reports

Subscribe & upgrade now

Enterprise / B2B

contact

Contact sales

Designed for Family Offices and Asset Managers
White-label client portal & multi-tenant access
Overnight automated reconciliation
Dedicated onboarding and priority support

Subscribe & upgrade now

7Assets Tags

Freemium Free Trial Subscription Web App Cloud-based For Enterprise Secure Data Real-time Team Collaboration Multi-language

Best Suited Occupations for 7Assets

Finance & Accountants Small Business Owners Executives & Decision Makers General Consumers

7Assets

Active

Tagline:All asset classes in one place. Bank-grade data engine for wealth management.

Updated:October 22, 2026

Domain Rating:

43Domain Rating by Ahrefs

Social Media:

AI Finance AI Investing AI Accounting AI Real Estate AI Data Analytics AI Report Generator Freemium Free Trial Subscription Web App Cloud-based For Enterprise Secure Data Real-time

Open Website

Visit Website

What is 7Assets?

How to use 7Assets?

7Assets Core Features

2,500+ Bank Integrations

Connect custody accounts and bank feeds automatically with overnight transaction processing and portfolio reconciliation.

True Multi-Asset Coverage

Consolidate liquid assets, real estate cash flows, private equity, venture capital, and tangible assets in one place.

Consolidated Wealth Balance

Unified net worth overview across multiple legal entities, mandates, and asset classes without manual spreadsheets.

Bank-Grade Security

State-of-the-art encryption standards, multi-factor authentication, and secure European server infrastructure.

White-Label & Multi-Tenant

Configurable client portal and automated reporting designed for wealth managers, family offices, and advisors.

7Assets Use Cases

Family Offices consolidating multi-entity holdings and alternative assets into a single balance sheet.

Asset Managers and Financial Advisors automating portfolio reconciliation and client reporting.

High-net-worth individuals and landlords tracking real estate cash flows and multi-bank portfolios.

7Assets Frequently Asked Questions

What is 7Assets?

How does 7Assets help manage wealth?

7Assets provides a detailed, automated view of your assets. The platform updates and organizes your data in real time with bank integrations and automated reconciliation.

Which asset classes can I manage with 7Assets?

With 7Assets, you can manage cash, real estate, securities, cryptocurrencies, precious metals, art, collectibles, private equity, and custom asset categories.

Is 7Assets suitable for B2B institutions?

Yes, 7Assets offers dedicated capabilities for financial advisors, asset managers, family offices, and financial institutions to streamline advisory processes and client reporting.

How is data security handled?

Data security is our top priority. 7Assets uses modern encryption methods, secure European server infrastructure, and optional multi-factor authentication (MFA).