Vyzer

Vyzer offers a wealth management platform for limited partnership investors, family offices and more seasoned individual investors. The platform allows investors to track, monitor, and gain insights into their diverse investment portfolios, encompassing a range of asset classes including co-investments, holding structures, and cash flow planning.

It offers a unified dashboard that consolidates data from over 16,000 financial institutions, ensuring accuracy by mitigating the risk of manual errors and providing up-to-date information. Vyzer's platform simplifies wealth management through features like the Magic Box, which automates data input from financial documents, and offers benchmarking tools and advanced financial planning capabilities. The platform charges a monthly subscription fee in the range of USD 29–149.

Key customers and partnerships

In February 2024, Vyzer partnered with Akoya, a data access network, to improve financial data security and control by integrating Akoya as a third financial data aggregator in Vyzer's platform, enabling secure API-based data sharing from over 4,500 financial institutions.

Funding and financials

In October 2023, Vyzer raised USD 6.3 million in seed funding from VCs, angel investors, and family offices including iAngels, Guy Gamzu, MonetaVC, Jonathan Kolber, and Rafi Gidron. The company planned to use the funds to enhance its platform's AI capabilities, develop new features (particularly in the areas of taxes and complex holding entities), enhance its professional services (including tax advice), provide access to premium concierge services, and grow its market reach.