How Litan Yahav Built Vyzer to Manage Complex Wealth—Then Scaled It to $4B+ in Tracked Assets

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🧠 Stack Spotlight: Litan Yahav’s Virtual Family Office Tech Stack

Litan Yahav is the co-founder and CEO of Vyzer, a platform designed to automate the tracking and management of both public and private investments. Born in the U.S. and raised in Israel, Yahav served as a Naval Officer in the Israel Defense Forces before venturing into entrepreneurship.

He previously co-founded Segoma, a diamond display technology company that was acquired by R2NET in 2015. Post-exit, Yahav became a passive investor in real estate and private equity, managing a complex portfolio across numerous platforms and institutions.

The challenges he faced in managing this portfolio led him to create Vyzer, aiming to serve as a financial back office or a 'Virtual Family Office' for individuals and families with similar needs.

🧰 Litan Yahav’s Personal Finance Stack (Pre-Vyzer)

Before developing Vyzer, Yahav utilized a combination of tools to manage different aspects of his financial life:

• Asset Allocation and Net Worth Tracking: Personal Capital (now Empower) to visualize overall financial health and asset allocation.

• Document Storage and Organization: Dropbox served as a digital vault for financial documents, including statements and tax forms.

• Private Investment Performance Tracking: Excel and Google Sheets were used for detailed tracking of private investments, including IRRs, capital calls, and distributions.

• Email Management and Information Retrieval: A personal assistant helped manage financial updates and retrieve information from various investor portals.

🧠 Building Vyzer: From Personal Need to Public Solution

Vyzer was born out of Yahav's personal need to manage a complex investment portfolio without the overhead of a full-time team. The platform now serves over a thousand clients, tracking more than $4 billion in assets. Vyzer differentiates itself by focusing on individuals and families, offering features like document analysis, private investor portal integrations, cash flow projections, and bank transaction reconciliation. Unlike up-market vendors like Addepar or mass-market tools like Credit Karma, Vyzer aims to fill the gap for those with complex finances who require more tailored solutions.

🛠️ Vyzer’s Internal Tech Stack

In building Vyzer, Yahav and his team leveraged a variety of tools:

• Development Tools: AWS, Datadog, GitHub, Shortcut.

• Product and Marketing Tools: Intercom, HubSpot, Canva, Mixpanel, Notion.

• AI Tools: ChatGPT, Midjourney, Jasper.

However, for core business challenges like financial algorithms for performance monitoring, expense categorization, cash transaction reconciliation, financial document analysis, investor portal aggregation, and cash flow projection algorithms, the team developed proprietary solutions.

🔐 Security and Privacy

Security is a top priority for Vyzer. The platform employs bank-grade security and top-notch encryption technologies to ensure data privacy. All documents submitted to Vyzer’s “Magic Box” are anonymized, encrypted, and securely stored. Given Yahav's military background, the emphasis on security and privacy is deeply ingrained in the company's culture.

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