Vyzer
Vyzer is a NYC-based AI-powered digital wealth management platform that provides portfolio management and wealth-building tools to high-net-worth individuals, private placement investors, and self-directed investors. It aims to democratize private wealth management through a subscription-based digital platform.
- Company typePrivate
- Founded2020
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What Vyzer does
Vyzer is a New York City-based digital wealth management platform founded in 2020 that uses AI technology to provide comprehensive financial management tools for high-net-worth individuals, private placement investors, and self-directed (DIY) investors. The platform is positioned to make wealth-building strategies traditionally available only to ultra-wealthy investors accessible to a broader investor base, focusing on accessibility, transparency, and affordability of private wealth management services.
The company's core product is a single unified digital wealth management platform that leverages AI to deliver portfolio management, wealth-growth strategies, and visibility into complex multi-asset investment portfolios, including private placements and alternative investments. Underlying technology is described as an "AI Wealth Management Technology" stack with domain specialization in private wealth management; however, no specific in-house models, patents, or technical architecture details are disclosed. Distribution is self-serve and digital, with the platform positioned as a global direct-to-investor offering.
Vyzer operates a subscription- or usage-based recurring revenue model with quote-based pricing for its wealth management services; pricing is not publicly disclosed. The company is privately held, venture-backed, and raised $6.3 million in seed funding in October 2023 from iAngels, MonetaVC, and individual angel investors (Guy Gamzu, Jonathan Kolber, Rafi Gidron). Leadership includes co-founders Tomer Salvi, Guy Gamvu (Gamzu), and Litan Yahav (CEO). Headcount is reported at 11–50 employees, consistent with an early-stage scaling company.
Vyzer firmographics
Firmographics- Name
- Vyzer
- Website
- https://vyzer.co
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Vyzer is a NYC-based AI-powered digital wealth management platform that provides portfolio management and wealth-building tools to high-net-worth individuals, private placement investors, and self-directed investors. It aims to democratize private wealth management through a subscription-based digital platform.
- Ownership category
- akta.pro rank
Vyzer industry classification
Industry- Product category
- Personal Wealth Management Software
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (52599), Other Financial Vehicles (525990)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372), Finance Services (6199)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
- akta.pro secondary industries
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Net Worth & Personal Balance Sheet Tracking (FSAGADAF), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)
Keywords
Where Vyzer is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Vyzer business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Digital Wealth Management Services: Vyzer provides AI-powered digital wealth management services targeting high-net-worth individuals and private placement investors. The platform generates revenue through subscription or usage-based pricing for its comprehensive financial management tools.
Go-to-market motion1 record
Distribution channels1 record
Vyzer product offering
Product offeringCore offering
Vyzer provides an AI-powered digital wealth management platform that delivers comprehensive financial management tools for individuals managing complex investment portfolios, including private placements. The platform aggregates and provides visibility across diverse holdings and surfaces wealth-building strategies, making sophisticated wealth management techniques accessible to high-net-worth individuals, private placement investors, and DIY investors.
Product overview
Vyzer offers a single unified digital wealth management platform that leverages AI technology to provide comprehensive financial management tools. The platform is designed to make sophisticated wealth management services more accessible and affordable, targeting high-net-worth individuals, private placement investors, and self-directed investors. The company aims to democratize wealth management and make techniques previously available only to billionaires accessible to average investors.
Differentiator
Problem solved
Functional benefit
Products and services
- Vyzer Digital Wealth Management Platform A unified AI-powered digital wealth management platform that aggregates complex investment portfolios, provides comprehensive financial management tools, and delivers wealth-building strategies. Built for high-net-worth individuals, private placement investors, and self-directed DIY investors seeking transparent, accessible wealth management.
Companies that use Vyzer
Customer profileSegments3 records
Ideal customer profiles2 records
Vyzer technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Vyzer partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights2 records
Vyzer competitors and assessment
Company assessmentDirect peers
- iCapital Network: iCapital is a fintech platform that democratizes access to private market and alternative investments for HNW investors and their advisors — a strong functional peer given Vyzer's emphasis on private placement investors and complex alternative portfolios.
- Monarch Money: Monarch Money is a subscription-based personal finance and investment tracking platform targeting households with complex portfolios, with a PLG motion very similar to Vyzer's self-serve model and overlapping HNW/DIY investor segment.
- Addepar: Addepar provides portfolio analytics and wealth management technology for HNW and UHNW investors and advisors, with strong capabilities in alternative and private market investments — directly comparable to Vyzer's focus on private placement and complex portfolio visibility.
- Empower (formerly Personal Capital): Empower is a leading AI-driven personal wealth management platform that aggregates investment accounts, provides portfolio visibility, and offers advisory services to HNW individuals — the most direct head-to-head competitor to Vyzer's value proposition of bringing sophisticated tools to mass-affluent and HNW investors.
- Yieldstreet: Yieldstreet is a digital platform offering curated private placement and alternative investment opportunities to individual investors, competing for the same private placement investor persona that Vyzer targets.
Broad incumbents
- Wealthfront: Wealthfront is a large robo-advisor and digital wealth management platform offering automated investing, financial planning, and cash management — a broad incumbent whose HNW-targeted hybrid advisory model competes for the same digitally native affluent customer.
- Mint (Intuit): Mint is a long-standing personal finance management platform owned by Intuit that provides account aggregation, budgeting, and basic portfolio tracking — a broad incumbent in the consumer PFM space, though it lacks Vyzer's HNW and private placement focus.
Emerging players
- Copilot Money: Copilot Money is a subscription-based iOS-first personal finance and investment tracking app targeting engaged retail and HNW investors, with a similar consumer-grade UX approach to portfolio management as Vyzer's digital platform.
- Carta: Carta provides cap table management, private market intelligence, and portfolio monitoring tools for investors holding private equity, venture, and alternative assets — overlapping with Vyzer's portfolio visibility use case for investors with complex alternative holdings.
Others
- YNAB (You Need A Budget): YNAB is a subscription-based personal budgeting and wealth management tool for engaged DIY consumers, comparable to Vyzer as a subscription fintech serving self-directed investors with accessible, modern UX, though focused on budgeting rather than investment portfolio visibility.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
Vyzer social profiles
Digital presenceVyzer financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vyzer leadership team
Management profileNumber of profiles
Profiles3 records
Vyzer funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vyzer M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vyzer
What does Vyzer do?
Vyzer provides an AI-powered digital wealth management platform that delivers comprehensive financial management tools for individuals managing complex investment portfolios, including private placements. The platform aggregates and provides visibility across diverse holdings and surfaces wealth-building strategies, making sophisticated wealth management techniques accessible to high-net-worth individuals, private placement investors, and DIY investors.
Is Vyzer a public or private company?
Vyzer is a private company. It is classified as venture growth investor backed and is currently operating.
When was Vyzer founded?
Vyzer was founded in 2020. It employs 11 to 50 people.
Where is Vyzer based?
Vyzer is headquartered in New York, United States, in the North America region.
How does Vyzer make money?
One revenue line is on record: digital Wealth Management Services.
Who are Vyzer's main competitors?
Direct peers on record are iCapital Network, Monarch Money, Addepar, Empower (formerly Personal Capital) and Yieldstreet. Broad incumbents are Wealthfront and Mint (Intuit). Emerging players are Copilot Money and Carta. YNAB (You Need A Budget) is listed as an others.
Does Vyzer have an API?
No public API is recorded for Vyzer.
What industry is Vyzer in?
Vyzer's product category is Personal Wealth Management Software. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 525 and its SIC code is 6282.