logo

About MyAssets

Your All-in-One Wealth and Asset Management Platform
MyAsses was founded with a vision to transform the way people manage their assets. By bringing your portfolio together in one secure, intuitive platform, this platform gives you a complete view of your portfolio and greater confidence, clarity, and control over what you own.
trial-image

Our Story

Founded with a vision to simplify asset management, MyAssets brings every part of your portfolio together in one secure, intuitive platform.
2017
brain-cog.png
Parent company, Pax Holdings formalised initial concept and commenced a roll-up and merger strategy to acquire a number of key components. Brand positioning research undertaken and initial management team hired and architecture planning commences.
2018-2019
pencil-ruler.png
Initial UI/UX planning phase and Proof of Concept release completed by small internal development team. Ukrainian outsource team hired at end of 2019 to take development to the next level.
2020-2023
puzzle.png
Development and roll-out on Google Firebase and Google Suite commence. COVID and Ukraine war have severe impact on development output resulting in switch from Ukraine to core programming teams based in Taiwan, Manila, and Europe. UK office opened to lead future support services (GDPR / Compliance).
2024
square-dashed-bottom-code.png
Completed user group testing and finalised roadmap for additional feature releases and B2B Services.  European development team expanded with Portugal-based tech outsource supplier.  Beta Release at year end.
2025
sparkles.png
Multiple third-party API‘s integrated, penetration testing completed. Commercial release (web and mobile web) in Q3 2025.  Various accreditation and certification completed.  Development processes adjusted in line with our AI impact assessment strategy.

Our Products

MyAssets brings everything you own into one intelligent platform — from finances and properties to art, collectables, and personal belongings. Designed to simplify and modernise wealth management, it gives you a clear, connected view of your entire portfolio — helping you track, value, and manage every asset with ease and confidence.
General

General

Where you can add any asset instantly, without deciding on a specific category right away. Organise and recategorise your assets later, so you can keep tracking your net worth without slowing down as your portfolio grows.
General
Finances

Finances

Manage your cash & banking with traditional investments, crypto, and other assets with one integrated finance organiser.
Finances
Real Estate

Real Estate

Organise your real estate — rentals, family homes, offices, etc. — and keep track of their valuation while connecting them to your other assets.
Real Estate
Collectables

Collectables

Made for collectors, by collectors. Keep track of and organise your prized collectables with a digital gallery created with intuitive asset management and value-tracking tools.
Collectables
Belongings

Belongings

Your personal inventory manager. Declutter and digitally catalogue your belongings while keeping track of their valuation and associated documents and images.
Belongings
Agreements

Agreements

Where you can manage loans, mortgages, rental leases, and insurance as agreements. Connect each one to their relevant asset for a complete, organised financial overview.
Agreements

Built with features that make asset management effortless.

From secure document storage to smart asset linking, MyAssets gives you the tools to organise, connect, and understand every part of your portfolio.
Global Dashboard
Global Dashboard
View your current net worth across all asset types, currencies, and locations. Quickly understand the value of assets, liabilities, and net worth across all categories on the platform.
Learn More
Document Vault
Document Vault
Securely store important files related to your assets – such as contracts, invoices, and certificates – with easy retrieval whenever you need them.
Learn More
Address Book
Address Book
Connect your contacts to relevant assets and identify their roles in the management of your assets (e.g. financial advisors, shareholders, beneficiaries, art consignees, etc.).
Learn More
Groups
Groups
Optimise your assets' organisation with customisable categories using the Groups feature, allowing for quick sorting and effortless navigation.
Learn More
Delegates
Delegates
Give the right people access. Add your collection manager and others as Delegates, to manage your collection on your behalf. Whether you only want them to access your collection or manage all of your assets – it's all up to you.
Learn More
Ledger
Ledger
Upload and organise important dates, recurring transactions, and financial milestones in one place. See your financial calendar take shape.
Learn More
Reports
Reports
Create detailed asset records and generate customisable summaries, making analysis, data sharing, and record-keeping more efficient and precise.
Learn More
Smart Asset Linking
Smart Asset Linking
Seamlessly integrate all your assets – like collectables and personal belongings – with your property records, creating a unified system for managing everything you own.
Learn More

See MyAssets in action — watch how everything connects in one dynamic platform.

Video thumbnail

Our Trusted Partners

Our platform integrates with top brands for seamless asset management.
image 46.svgimage 47.svgimage 48.svg

Your Assets' Security is Our Priority

We go beyond basic protection. Our multi-layered security approach keeps your information safe at every step.

Bank-Grade Encryption

Your data is protected with the same level of encryption used by leading financial institutions — ensuring that every detail you store remains private and secure.
Learn More
Frame 497.png

Secure Cloud Infrastructure

MyAssets is hosted on trusted, industry-leading servers with continuous monitoring, backups, and redundant storage for maximum data integrity and uptime.
Learn More
Frame 1970(2).png

Controlled Access & Permissions

Decide who can view, edit, or manage your assets with flexible delegate permissions and account-level access control, designed to keep your information safe.
Learn More
Frame 1970.png

GDPR-Compliant & Privacy-First

Built with compliance and transparency in mind, MyAssets adheres to strict GDPR standards to ensure your personal and financial data stays protected.
Learn More
Frame 1970(1).png

All Assets, One Platform.

Your Complete Platform for Smart Asset Management.

MyAssets Limited is an agent of Plaid Financial Ltd., an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 (Firm Reference Number: 804718). Plaid provides you with regulated account information services through MyAssets Limited as its agent.
2026 MyAssets Limited. All rights reserved