Vyzer

VyzerVyzer
Vyzer

Vyzer

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

2020Active22
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About

Vyzer is an AI-powered platform for tracking, planning, and automating complex portfolios and wealth structures. It provides RIAs, family offices, and private investors with visibility, structure, and intelligent workflows to manage investment accounts, analyze financial documents, and plan cash flow. The platform offers features like entity-based portfolio structuring, co-investment tracking, and AI-driven insights to simplify wealth management.

Technology stack

detected 2026-06-28
EmailGoogle Workspace
Hosting
self_managed
Stack
jQueryBootstrapWordPress
Analytics
Google Tag ManagerMixpanel
SEO
Yoast SEO
Video
YouTube
Affiliate
Self-hosted affiliate
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Frequently asked

What does Vyzer do?

Vyzer is an AI-powered platform for tracking, planning, and automating complex portfolios and wealth structures. It provides RIAs, family offices, and private investors with visibility, structure, and intelligent workflows to manage investment accounts, analyze financial documents, and plan cash flow. The platform offers features like entity-based portfolio structuring, co-investment tracking, and AI-driven insights to simplify wealth management. (formerly Vyzer Finance.)

How much funding has Vyzer raised?

Vyzer has raised a total of $6M in funding. The most recent round on record is Seed.

Where is Vyzer headquartered?

Vyzer is headquartered in Tel Aviv, Israel.

When was Vyzer founded?

Vyzer was founded in 2020.

What industry does Vyzer operate in?

Vyzer operates in Fintech, Wealth Management, WealthTech, Investment Tracking, Digital Platform, Personal Finance.

How many employees does Vyzer have?

Vyzer has approximately 22 people on record.