Everything else you're probably wondering
Yes. The free Wealth plan gives you the full dashboard, asset tracking, cash flow view and projection engine, for as long as you want, with no credit card and no time limit. We only charge when you upgrade to Wealth+ for scenario simulations and the AI Copilot. The free plan isn't a trial. It's a real product.
Anything you own. Real estate, stocks, ETFs, bonds, life insurance, crypto, private equity, holdings, SCI, business equity, art, foreign accounts, cash. Native asset categories cover the full picture, and you can add custom assets for anything specific (Luxembourg structures, démembrement, RSU, vesting schedules, etc.).
You enter what you own once. From there, listed assets, stocks, ETFs, crypto are valued in real time, automatically. You only update manually when something changes: a new purchase, a property revaluation, a PE round.And with Wealth+, you don't even type it in. Drop a screenshot, a broker statement or a PDF into the AI Copilot, it reads it and fills your portfolio for you in seconds. Aggregators sync banks but miss the part of your wealth that actually matters: holdings, real estate, PE, complex crypto, foreign accounts. With ARYA, you stay in control of what's tracked.
Your data is encrypted, stored in EU data centers, and never sold or shared. We don't connect to your bank, so we never hold credentials. You own everything you input and you can export or delete it at any moment, in one click.
No. ARYA is built to make you sharper in the room with them. You walk in with your full picture, your scenarios, your numbers. They walk in with their expertise. The conversation gets shorter, and the decisions get better.
The day you face a real decision. A property purchase, a holding restructure, a PE exit, a transmission. The free plan gives you visibility. Wealth+ lets you act on it with simulations and an AI that knows your situation. Most users upgrade within 2 to 3 months of getting set up.
Anytime, in one click. Monthly is fully flexible, cancel before your next renewal and you stop being billed. Annual users can downgrade back to free at the end of their term. After cancellation, you keep full access until the end of your billing period.
Finary and Kubera are aggregators, they shine at what banks already know about. ARYA is a wealth planning tool, built for what aggregators ignore: complex assets, scenario simulation, and an AI that reads your full picture to help you decide. Different problem, different tool.
Yes — that’s exactly what the ARYA MCP unlocks for Wealth+ users.MCP (Model Context Protocol) connects ARYA AI directly to the AI assistants you already use — Claude, ChatGPT Desktop, Cursor, and any other MCP-compatible client. Once connected, you can ask any of them questions about your wealth, and they answer with your real ARYA data — not generic averages.
Concretely: you’re working in Claude on a strategy doc, you ask “what’s my current PE exposure?“, and you get the answer from your actual portfolio, in context, without leaving the conversation.Included with every Wealth+ plan.
