Your smart financial overview
Simple. Digital. Free.
Discover how to make more of your money with just a few clicks, without getting lost in the details.
Our intelligent platform does the work for you by automatically capturing and organizing your financial flows, from daily expenses to investments.
Save valuable time with AI-powered analyses and personalized suggestions!
We are
What happens behind the numbers
Spare Zeit und Geld im Alltag. Mit 7Assets, deinem kostenlosen digitalen Haushaltsbuch und Vermögensverwalter, befinden sich alle deine Finanzinformationen an einem Ort. Mit unseren attraktiven Services hast du künftig noch mehr Zeit und Geld für die wichtigen Dinge im Leben. Dein digitaler Vermögensverwalter. Die Sicherheit deiner Daten hat für uns höchste Priorität Spare Zeit & Geld - alle deine Finanzdaten an einem Ort. Mit nur wenigen Klicks - jederzeit und von überall.
2,500+ Integrations
Automatically connected, not manually maintained
Over 2,500 banks and custodians automatically connected. SFTP feeds, API connections, CSV imports. Configured once, synced continuously. No manual uploads.
Consolidated View
All mandates, all asset classes, one view
No more Excel files per client. 7Assets consolidates all wealth data across asset classes, entities, and jurisdictions in one view. In real-time, not with delay.
Instantly operational
No IT projects, no vendor lock-in
Create account, connect banks, go. No 6-month implementation project. No army of consultants. 7Assets runs in hours, not months.
Bank-grade
Security at the level of leading banks
Hosted in Germany, end-to-end encryption, tenant isolation at database level. Deployed by leading banks. Regular penetration tests.
What 7Assets does for you every night
Understand your data
Data is the key to success in the modern world. You use your smartphone for almost everything, why not for your finances and investments? Our app provides an easy to use interface to all of it.
What happens behind the numbers
The data engine in detail
Experience the digital wealth management of the future already today
With just a few clicks, anytime and from anywhere.
Over €1.2B in managed assets, 2,500+ bank integrations, and a growing network of Family Offices and Asset Managers. The numbers speak for themselves.
2500+
Banken-Schnittstellen
€1.2+ B
Assets Under Management
800+
Endkunden
19+
Jahre an Erfahrung
Variety of assets
Many assets are not even perceived as such.
There are so many different types of assets. Most of the time, you only realize what different types of asset flows there are through impulses. 7Assets therefore shows you from the outset what is possible and provides you with basic knowledge about each asset class.
It only takes a few minutes, bring everything together in one place.
Create an account
Register and create an account. You will be guided through your first steps. A maximum of 3 minutes - that's a promise.
Complete onboarding
Your first steps and onboarding will be accompanied by a virtual assistant to help you get started.
Lean back and relax
Once you've set everything up, some of the automated functions will take the manual work off your hands. Less microstress!
Overview
Make the best of your money
Von Haushaltsplanung bis hin zu Investitionen in Kryptowährungen, Edelmetalle, und Uhren – entdecke die Vielfalt der Assetklassen, die wir abdecken. Auch sehr unkonventionelle! Aus der Vielzahl der Assetklassen werden dich vermutlich vordergründig folgende Interessieren:
Testimonials
Success Stories of users
Head of Operations
Single Family Office · Southern Germany
We manage wealth across nine asset classes, spread over seven custodian banks. Monthly consolidation used to take two full working days. Since implementing 7Assets, our data is reconciled before the team opens their laptops. The automated transaction categorization alone saves us an estimated 15 hours per month.
CTO
Multi Family Office · London
We manage 40+ client families across three jurisdictions. Before 7Assets, reconciling positions across custodians was a weekly fire drill. Now the platform processes thousands of transactions overnight and flags breaks before we even look. The consolidated reporting across traditional and alternative assets was the tipping point for us.
Managing Director
Independent Asset Manager · Frankfurt
Our clients expect real-time digital transparency. I used to spend six hours per month per client on data preparation alone. 7Assets reduced that to under one hour. The integrated wealth comparison across all asset classes gives us a real edge in client conversations, even against the big houses.
FAQ
Answers to all questions
Kenne deine Werte
Bring jetzt Ordnung in deine Finanzen.
Wer kennt es nicht: das Chaos mit den Finanzen. Kannst du oder irgendjemand tatsächlich sagen, wie viele Einnahmen und Ausgaben du exakt im Monat hast?
Zeit etwas daran zu ändern!