AssetClass: A Tracker For Insights For Retail & Crypto Investors



FOUNDED IN (Year): 2021

FOUNDER’S NAME: Katka Opocenska

THE IDEA: What is the problem being solved by your startup / business?:

Self-guided investors often have their assets allocated across many financial accounts. Without a single unified view, it is hard to get an accurate picture of an entire portfolio, evaluate its performance and understand overall exposures.

THE FOUNDER’S STORY: When and how did you come up with the idea for the business?:

Katka: Former Product Manager (Google/Waze) and consultant (McKinsey), Stanford MBA Mike: Early stage startup engineer (Expensify, Magic)

AssetClass is an investment portfolio tracker and insights platform for the modern self-guided investor. We help investors connect all their existing accounts (401Ks, bank accounts, brokerages, crypto apps) in one place.

We securely support 500+ financial institutions using Plaid and integrate all major crypto apps directly. AssetClass users get holistic overview and unique insights about their portfolio. They can also leverage our platform for peer insights. AssetClass is available on the web and as an iOS app.

WHO IS THE CUSTOMER: What is the typical profile of your target customer? Where would they be located?:

Retail investors, crypto/blockchain investors

HQ City: San Francisco, California, USA

Website URL:

Number of Employees: 1-5