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Many families use a variety of systems to manage their wealth. Financial data may be spread across spreadsheets, emails, software applications, and even paper files stored in a filing cabinet. This fragmented approach can lead to confusion, miscalculations of net worth, missed tax deadlines, and overall poor financial decisions. Without a central, unified system for managing wealth, families often lack a clear understanding of their financial situation, which can negatively impact their long-term financial health.

Vyzer has set out to solve this fragmentation with a next-generation AI-powered platform that automates, analyzes, and predicts wealth management outcomes in real time, bringing clarity and precision to families. Offering a "digital family office," Vyzer serves high-net-worth families who have outgrown standard financial tools but whose wealth isn't vast enough to warrant traditional 'family offices,' private banking, or their own personalized/specialized wealth advisors.

Vyzer's platform leverages AI to serve as a continuously updated live financial intelligence system, automatically consolidating and analyzing data from emails, investment portals, and public sources, enabling smarter decision-making powered by real-time insights. Enabling families to minimize risk and make smarter decisions—far beyond basic budgeting tools. "We built this platform out of our own necessity," says Litan Yahav, co-founder of Vyzer.

After exiting their company "Segoma," Litan Yahav and co-founders Tomer Salvi and Guy Gamzu (also an angel investor to Vyzer) recognized the need for a more comprehensive wealth management solution to help people like themselves, high-net-worth families, and family offices manage and optimize both traditional and alternative investments through a unified financial system.

"As we managed our own investments, we realized the available tools were either meant for ultra-high-net-worth individuals or focused on basic personal budgeting and finance management. We needed a solution that could handle the complexity of our investments, tax planning, and estate management—something that simply didn't exist," Yahav explains.

Vyzer's AI-driven engine provides real-time, predictive insights that adapt dynamically to shifting market conditions, ensuring families maintain a fully up-to-date, forward-looking financial picture—allowing them to capitalize on opportunities and mitigate risks in a constantly evolving investment landscape. By tracking and linking financial transactions with investment activities, like capital calls and distributions, the platform ensures that families have an up-to-date understanding of their finances.

With over $7.5 billion in assets currently being managed on Vyzer, the platform's AI continues to evolve, providing increasingly accurate insights. "Our AI models continuously evolve, tracking financial patterns, learning from market data, and projecting future financial trajectories with increasing accuracy. This gives families a proactive approach to wealth management, ensuring they stay ahead of market shifts," Yahav asserts.

What elevates Vyzer even further is its AI's ability to provide a holistic, deep learning-based analysis of complex investment portfolios, offering families a detailed, 360-degree view of their assets—ranging from private investments to estate planning—empowered by data-driven insights. While basic financial apps offer simple expense and investment tracking or net worth overviews, and higher-end platforms often require specialized financial knowledge, Vyzer combines both simplicity and depth by covering everything from private investments, life insurance, and more to tax and estate planning, essentially consolidating it all.

Additionally, Vyzer has created a collaborative environment where families can connect with others facing similar financial challenges. "As Vyzer's AI continues to scale, it collects and analyzes anonymized data from thousands of portfolios, generating broader AI-driven insights into investment trends and risk factors that families can leverage to optimize their financial strategies," Yahav points out. "We can anonymously compare how others in similar financial situations are managing their portfolios, giving our clients valuable data to identify risks or opportunities they may not have considered."

Data security is also paramount to the Vyzer platform. "We are committed to safeguarding our clients' information. Our platform utilizes encryption, Two-Factor Authentication, and proactive vulnerability management, and our team of cybersecurity experts proactively identify and mitigate any vulnerabilities to stay ahead of potential threats. Our clients' trust is paramount to our success."

With an estimated $80 trillion set to transfer from baby boomers to younger generations, the growing complexity of wealth management, and the rise of AI-driven solutions, families increasingly demand automated, intelligent platforms that can not only manage but also predict and optimize their wealth strategies for the future. Additionally, people want a place where, if something happens to them, their family will know what they have and where. For investors, this represents a strong, scalable business model with immense growth potential in a market that remains largely underserved. As Yahav emphasizes, "We're not just providing a tool; we're giving families the confidence to take control of their financial future."

Financial missteps can result in significant losses, but Vyzer reduces this risk by ensuring that wealth management is efficient, transparent, and holistic. Families using Vyzer can thrive for generations, knowing their financial management is in capable hands.

Eliminate financial missteps, be prepared for opportunities when they present themselves, and get a 360° view of your finances with Vyzer.