7Assets

What 7Assets does

7Assets is a Mannheim-based SaaS company that operates an AI-powered digital wealth management platform consolidating fragmented financial data across banks, custodians, entities, and jurisdictions. The platform connects to 2,500+ banks and custodian integrations and processes positions, valuations, and transactions overnight, providing automated reconciliation, transaction categorization, and consolidated wealth balance reporting across nine or more asset classes including securities, real estate, private equity, venture capital, hedge funds, crypto, commodities, and tangible assets. Its product portfolio includes a free consumer household-finance module (Haushaltsbuch), a paid Real Estate cash-flow module with add-on packages, a multi-tenant white-label client portal (Mandantenportal), an AI team assistant called Seven Bot, and an affiliate referral program. The platform supports passwordless magic-link authentication, magic-link/OAuth2/MFA, and is GDPR-compliant with German-hosted infrastructure, AES 256-bit encryption, and database-level tenant separation.

The company serves four primary customer segments: Single and Multi Family Offices, independent asset managers (Vermögensverwalter), financial advisors (Finanzberater), and private individuals. Named enterprise customers include a Single Family Office in Southern Germany managing wealth across nine asset classes and seven custodian banks, a Multi Family Office in London managing 40+ client families across three jurisdictions, and an independent asset manager in Frankfurt. According to customer testimonials, the platform reduces monthly consolidation time from two working days to overnight completion, saves an estimated 15 hours per month through automated transaction categorization alone, and reduces data preparation time per client per month from six hours to under one hour.

7Assets operates a freemium-to-subscription revenue model with modular pricing. The Haushaltsbuch module is free; all other modules are paid via monthly or annual subscriptions (annual billing carries a discount), with add-ons for the Real Estate module billed monthly due to technical dependencies. Payment processing runs through Stripe. Distribution combines a self-serve PLG funnel on the website with a direct enterprise sales motion (demo requests and personal onboarding) targeting Family Offices and asset managers, plus a white-label/OEM channel for banks and financial institutions. The company is privately held with no disclosed external venture or private equity investors, is registered as 7Assets GmbH in Mannheim, Germany, and reports 800+ end customers and €1.2+ billion in assets processed on its platform.

Name

7Assets

Legal name

7Assets GmbH

Website

https://7assets.app

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

7Assets is a Mannheim-based SaaS platform that consolidates fragmented wealth data across 2,500+ bank integrations, serving Family Offices, asset managers, financial advisors, and private individuals with overnight automated reconciliation, multi-asset reporting, and a free household finance entry point.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Financial Transactions Processing, Reserve, and Clearinghouse Activities (52232)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Digital Wallets & Account Aggregation Hub (Multi-account, Stored Value) (FSAGAAAD)

akta.pro secondary industries

Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE), Treasury, Cash Management & Liquidity Tools (Sweeps, Cash Concentration) (FSAGAAAG)

Keywords

• Wealth management software
• Family office platform
• Digital asset management
• Multi-asset consolidation
• Bank reconciliation SaaS

Headquarters

HQ city

Mannheim

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription SaaS: Modular subscription model where each module (household finance, wealth management, etc.) can be booked separately. Both monthly and annual billing options. Annual billing includes a discount. Contracts have unlimited duration with one-month termination notice.
2. Freemium Household Finance Module: The 'Haushaltsbuch' (household finance) module is provided free of charge. This serves as a freemium entry point to attract users who may upgrade to paid modules for advanced wealth management features.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels9 records

Core offering

7Assets is a cloud-based SaaS digital wealth management platform that consolidates and reconciles financial data across 2,500+ banks, all asset classes, mandates, entities, and jurisdictions for Family Offices, asset managers, and financial advisors. The platform processes thousands of data points overnight, automatically reconciling positions, valuations, and transactions while providing white-label client reporting and an integrated AI assistant (Seven Bot). A free household finance module (Haushaltsbuch) serves individual consumers as a freemium entry point into the paid wealth management modules.

Product overview

7Assets is a modular AI-powered digital wealth management platform combining a free household bookkeeping tool (Haushaltsbuch) with enterprise-grade paid modules for Family Offices and asset managers. The core platform processes thousands of data points overnight via 2,500+ bank integrations, automatically reconciling positions, updating valuations, and generating white-label client reports. Paid modules include a Real Estate module (with additional add-on packages), a multi-tenant client portal (Mandantenportal), and consolidated reporting features. The platform serves both B2C individuals (free household management) and B2B clients (financial advisors, asset managers, Family Offices) with tiered pricing.

Differentiator

Problem solved

Functional benefit

Products and services

• 7Assets Core Platform AI-powered digital wealth management SaaS that connects to 2,500+ banks, automatically reconciles positions, valuations, and transactions overnight across all asset classes, and produces white-label client reports for Family Offices, asset managers, and financial advisors. Includes 19+ years of cumulative wealth management expertise baked into data processing logic.
• Haushaltsbuch (Household Book) Free household budgeting and bookkeeping module for individual consumers to track expenses, income, and financial flows with AI-powered analyses and automated categorization. Served via cloud.7assets.app.

Quantifiable outcome

• 6 hours less reporting effort per client per month on average
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature8 records

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Addepar: Addepar is a leading wealth management technology platform for family offices, advisors, and private banks, providing multi-asset aggregation, analytics, and reporting. It is the most direct competitor to 7Assets in the digital wealth management space for FOs and asset managers.
• Canopy: Canopy is a financial data aggregation and analytics platform for accountants, advisors, and FOs that connects to bank, brokerage, and alternative asset accounts. It targets the same family office and wealth professional users with consolidated reporting, making it a close direct peer.

Broad incumbents

• FNZ: FNZ is a large global wealth platform serving banks, asset managers, and IFAs with end-to-end platform and processing capabilities. It overlaps with 7Assets on wealth aggregation, reporting, and white-label deployment but operates at much greater scale and scope.
• Avaloq (Volonte Software / Volante Technologies): Avaloq is a long-established banking and wealth management platform vendor offering core banking, portfolio management, and digital channels. It is comparable as a broader incumbent in the wealth-tech infrastructure market that competes for similar bank and FO IT budgets.
• Refinitiv (LSEG Workspace / Wealth Management): Refinitiv, now part of LSEG, provides data, analytics, and wealth management solutions including portfolio analytics and reporting for wealth managers and FOs. It competes with 7Assets in the analytics and consolidated reporting layer, but at greater enterprise scale.
• Morningstar Advisor Workstation: Morningstar provides portfolio analytics, data, and advisor workstation tools used by wealth managers and FOs. It addresses overlapping needs around multi-asset consolidated reporting and analytics, complementing rather than replacing aggregation capabilities like 7Assets.

Emerging players

• Plaid: Plaid provides financial data aggregation infrastructure connecting bank accounts to applications, which underpins much of the account connectivity 7Assets relies on. It is an enabling/adjacent infrastructure layer rather than a direct competitor for FO reporting, but critical to the ecosystem.
• FinData (Tink / Yapily): Tink and Yapily are European open-banking aggregators providing PSD2 connectivity to bank accounts. They are comparable as account aggregation infrastructure providers that can be complements or partial competitors to 7Assets' own 2,500+ integration layer, particularly in the European market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/7assetsapp
• Facebookfacebook.com/7assets
• LinkedInlinkedin.com/company/7assets
• Instagraminstagram.com/7assets
• TikToktiktok.com/@7assets

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds2 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 7Assets