VestiioVestiio GmbH
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Related Products
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About
Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier
to automatically keep track of your portfolio.
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About
Vestiio is a portfolio tracker and AI analyst for private investors who hold stocks and ETFs across one or more brokers.
Connect US and Canadian brokers read-only through Plaid, or import a statement. Vestiio shows your time-weighted return against the benchmark you choose, your dividend income, and what your funds really own: the companies you hold twice, how much your ETFs overlap, and your true sector mix.
Ask the AI analyst about your own portfolio. It knows your holdings, notes and strategy and answers from live data. Pro adds Radar, news alerts about what you hold; Premium adds Scouts, questions you ask once that Vestiio checks every week.
Research tools include a stock screener with the V-Score, 13F filings from well-known fund managers, and market briefings. Share a portfolio privately or join a leaderboard.
Vestiio is read-only: it never trades or moves money. Data is hosted in Switzerland. Start a 14-day trial, no card needed. Plans from $19 a month.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Enterprises and professionals seeking a private wealth service solution to keep track of all their assets
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Audience
Private investors who hold stocks and ETFs across one or more brokers and want to see their true return, what their funds really own, and research on every stock they hold
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19/month
Basic $19, Pro $39, Premium $59 a month. Yearly plans include two months free. 14-day trial, no card needed.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationClaritus
United States
claritus.io
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Company InformationVestiio GmbH
Founded: 2026
Switzerland
vestiio.com/en
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Interactive Brokers
Supported
Bank of America Business Advantage
Supported
Charles Schwab
Supported
Chase Business Complete Banking
Supported
Fidelity
Supported
Plaid
Not Supported
Robinhood
Supported
TD Ameritrade
Supported
Vanguard
Supported
Wells Fargo Business Checking
Supported
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Integrations
Interactive Brokers
Supported
Bank of America Business Advantage
Not Supported
Charles Schwab
Not Supported
Chase Business Complete Banking
Not Supported
Fidelity
Not Supported
Plaid
Supported
Robinhood
Not Supported
TD Ameritrade
Not Supported
Vanguard
Not Supported
Wells Fargo Business Checking
Not Supported
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