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7Assets

Consolidates and automates tracking of diverse financial assets.

Last updated: Jul 25, 2026

About 7Assets

7Assets is a digital wealth management platform that consolidates financial data from multiple sources into a single view. It connects automatically to more than 2,500 banks and custodians, then reconciles transactions, updates valuations, and detects discrepancies overnight so users don't have to manually track holdings. Coverage spans everyday accounts as well as less liquid assets such as real estate, private equity, venture capital, hedge funds, commodities, and cryptocurrency, with dedicated real estate tools for tracking rent, cashflow, and expenses. The platform is built for private individuals as well as family offices, asset managers, and financial advisors who need to report across many client mandates; it supports multi-tenant setups and produces consolidated, white-label reports. 7Assets is based in Mannheim, Germany, hosts data in Germany with end-to-end encryption, and reports managing more than 1.2 billion euros in assets across over 800 end clients. Because the platform's core value depends on linking a large number of external accounts and custodians, its usefulness scales with how many of a user's holdings can actually be connected automatically — assets outside its supported bank and custodian network likely require more manual entry, and the company does not publish a self-serve developer API.

At a glance

Platforms
Web
Last verified
July 2026
Last updated: July 25, 2026

Who It's For

  • •Individuals seeking to manage their personal finances.
  • •Investors with diversified portfolios.
  • •Financial advisors and consultants.
  • •Anyone looking for a clear overview of their assets and liabilities.

How It Works

  1. 1Users register on the platform or download the app.
  2. 2Users input and connect their financial accounts (bank accounts, investment accounts, real estate, etc.) to the platform.
  3. 3The AI automatically records, organizes, and analyzes financial flows and asset values.
  4. 4The platform provides a consolidated overview of all assets and liabilities, creating a clear picture of net worth.
  5. 5Users receive insights and can track the development of their finances over time.

How to Use 7Assets

  1. 1Register for an account on the 7Assets website or download the app from the App Store or Google Play Store.
  2. 2Connect your various financial accounts, including bank accounts, investment portfolios, real estate, and other assets.
  3. 3Regularly review the consolidated financial overview provided by the platform.
  4. 4Utilize the analytics and insights to understand your financial position and track your wealth development.
  5. 5Adjust your asset information as needed to keep your overview accurate.

Key Features

  • •Automatic sync with 2,500+ banks and custodians
  • •Multi-asset tracking across stocks, real estate, crypto, and private equity
  • •Overnight reconciliation and valuation updates
  • •Real estate cashflow and rent tracking
  • •Consolidated white-label reporting
  • •Multi-tenant support for family offices and wealth managers

Use Cases

  • •Track net worth across multiple asset classes in one view
  • •Automate financial reporting for family offices
  • •Monitor real estate cashflow and rental expenses

Pros & Cons

Advantages

  • •Provides a comprehensive and independent overview of all assets, unlike traditional banking apps that only show their own products.
  • •Automates the tracking and organization of financial flows, saving time and effort.
  • •Offers AI-powered insights to help users understand their financial situation better.
  • •Consolidates diverse asset types, from bank accounts to real estate and precious metals, in one place.

Disadvantages

  • •Requires users to connect all their financial accounts, which some may find a privacy concern.
  • •The accuracy of insights depends on the completeness and updatedness of the connected data.
  • •May have a learning curve for users unfamiliar with digital asset management platforms.

Alternatives

  • Personal Capital
  • Kubera
  • Addepar

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Frequently Asked Questions

What is 7Assets?

7Assets is a digital wealth management platform that consolidates financial data from multiple sources into a single view. It connects automatically to more than 2,500 banks and custodians, then reconciles transactions, updates valuations, and detects discrepancies overnight so users don't have to manually track holdings.

How much does 7Assets cost?

7Assets uses custom pricing — contact the vendor for a quote.

Is 7Assets free?

7Assets is a paid tool and does not offer a free plan.

What are the best 7Assets alternatives?

Popular 7Assets alternatives include Personal Capital, Kubera, Addepar.

What is 7Assets used for?

7Assets is commonly used for Track net worth across multiple asset classes in one view, Automate financial reporting for family offices, Monitor real estate cashflow and rental expenses.

What platforms does 7Assets support?

7Assets is available on Web.

Information Accuracy

Please note: While we regularly update all tool information including descriptions, features, pricing, and other details, this information may change over time as tools evolve and update their offerings. For the most current and accurate information, we recommend visiting the official website directly. Our goal is to provide you with comprehensive and up-to-date information to help you make informed decisions.