Exirio
The facts below are what the maker publishes about Exirio, checked and dated. Our editors have not written about it yet.
Plans and prices
From Exirio's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $9 a month | Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial · $9/ month |
| Premium | $28 a month | Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividend tracking · technical and financial data for public securities · priority support · ad-free · $28/ month |
| Starter | $89 a year | Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial · $89/ year Save $19 |
| Premium | $275 a year | Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividends · priority support · ad-free · $275/ year Save $61 |
| Institutional | Priced on request | For financial advisors and asset managers · client wealth view · daily updates · customizable upon request · Custom |
The facts
Each one read from Exirio's own pages, with the date it was checked.
What it does
- Access sharing
- Users can grant others view, edit or emergency access to their account.checked 3 Oct 2026
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Assets
- Users can add and track assets including stocks, crypto, real estate, funds and luxury goods.checked 3 Oct 2026
- Automatic updates
- The pricing page lists automatic price updates for public instruments, crypto and foreign exchange.checked 3 Oct 2026
- Connections
- Exirio says it connects with more than 12,000 banks and brokers and automatically imports and updates transactions, portfolios and performance.checked 3 Oct 2026
- Currencies
- The pricing page lists currency flexibility across 40+ currencies.checked 3 Oct 2026
- Infrastructure
- Exirio says it uses Google Cloud Platform or Amazon Web Services and that their data centers have certifications including ISO 27001 and SOC 2 Type II.checked 3 Oct 2026
- Integration providers
- Exirio says it works with Plaid, Vezgo and Flanks to connect bank, broker and crypto accounts.checked 3 Oct 2026
- Intended users
- The Institutional plan is tailored for financial advisors and asset managers.checked 3 Oct 2026
- Performance
- Exirio provides detailed performance metrics and comparable metrics across investments.checked 3 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Privacy
- Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information.checked 3 Oct 2026
- Product
- Exirio describes itself as a wealth management app for tracking investments in any currency.checked 3 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest.checked 3 Oct 2026
- Support
- The benefits page advertises 24/7 support, while Premium includes priority support.checked 3 Oct 2026
The company
- Founded
- 2020checked 28 Sep 2026
- Headquarters
- Dover, Delaware, USAchecked 28 Sep 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
Where it runs
- Platforms
- Exirio says it is available as a web app and mobile apps for iOS and Android.checked 3 Oct 2026
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