
AssetClass
Tracker and insights for retail investors
- Launched February 9, 2022
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Tracker and insights for retail investors
All-in-one feedback tool to understand what your customers want

AssetClass is an investment portfolio tracker and insights platform for the modern self-guided investor. We help investors connect all their existing accounts (401Ks, bank accounts, brokerages, crypto apps) in one place. We securely support 500+ financial institutions using Plaid and integrate all major crypto apps directly. AssetClass users get a holistic overview and unique insights about their portfolio. They can also leverage our platform for peer insights. AssetClass is available on the web and as an iOS app.