On the recordRead 3 Oct 202621 facts
Exirio
Exirio · Dover, Delaware, USA · founded 2020
Plans and prices
Starter
$9a month
Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection
Read 3 Oct 2026 · exirio.com
Starter
$89a year
Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection
Read 3 Oct 2026 · exirio.com
Premium
$28a month
Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividend tracking
Read 3 Oct 2026 · exirio.com
Premium
$275a year
Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividends
Read 3 Oct 2026 · exirio.com
Institutional
Priced on request
For financial advisors and asset managers · client wealth view · daily updates · customizable upon request
Read 3 Oct 2026 · exirio.com
On the record
- Access sharing
- Users can grant others view, edit or emergency access to their account.exirio.com · read 3 Oct 2026
- Allocation analysis
- Yesexirio.com · read 20 Sep 2026
- Assets
- Users can add and track assets including stocks, crypto, real estate, funds and luxury goods.exirio.com · read 3 Oct 2026
- Asset class coverage
- multi_asset_alternativesexirio.com · read 20 Sep 2026
- Automatic updates
- The pricing page lists automatic price updates for public instruments, crypto and foreign exchange.exirio.com · read 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.exirio.com · read 3 Oct 2026
- Currencies
- The pricing page lists currency flexibility across 40+ currencies.exirio.com · read 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.exirio.com · read 3 Oct 2026
- Integration providers
- Exirio says it works with Plaid, Vezgo and Flanks to connect bank, broker and crypto accounts.exirio.com · read 3 Oct 2026
- Intended users
- The Institutional plan is tailored for financial advisors and asset managers.exirio.com · read 3 Oct 2026
- Performance
- Exirio provides detailed performance metrics and comparable metrics across investments.exirio.com · read 3 Oct 2026
- Performance reporting
- Yesexirio.com · read 20 Sep 2026
- Privacy
- Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information.exirio.com · read 3 Oct 2026
- Product
- Exirio describes itself as a wealth management app for tracking investments in any currency.exirio.com · read 3 Oct 2026
- Risk analysis
- Yesexirio.com · read 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.exirio.com · read 3 Oct 2026
- Support
- The benefits page advertises 24/7 support, while Premium includes priority support.exirio.com · read 3 Oct 2026
