Strabo
Consolidates assets, tracks 9 categories across 10,000 institutions, supports multi-currency, offers customizable pages and widgets, provides AI-powered insights and forecasting.
A wealth management dashboard that consolidates all assets in one place, solving the problem of fragmented financial tracking. It serves individuals, couples, and financial advisers, including high-net-worth individuals and cross-border users. The platform syncs accounts via API or manual input, supports multi-currency tracking, and offers customizable pages and widgets. It is delivered as a SaaS platform with AI-powered insights and enterprise-level security.
Key features
- Sync accounts via API or manual input
- Track 9 asset categories across 10,000 institutions
- Multi-currency tracking across 12 countries
- Account tagging and organization
- Custom pages and widgets
- Export pages to Excel, PDF, Notion
- AI assistant for insights and reports
- AES 256 encryption
- Passwordless system
- Serverless cloud-based architecture
- No third-party data sharing
- Investment products: infrastructure, alternatives, P2P lending
- No social media activity within the last 30 days
GTM channels
- Blog
- Newsletter
- Community
- API
- Docs
- Changelog
ICP
- Financial services firms
- Consumers general
- Executives founders