Frequently Asked Questions
Sevn Wealth is a multi-asset investment platform that helps you build personalized, goal-oriented portfolios that span public ETFs, curated real estate exposures, and vetted startup opportunities. By combining your goals and risk preferences with intuitive allocation tools and optional AI-assisted guidance, Sevn Wealth makes portfolio building simpler and more transparent.
1. Create an account and complete your investment profile.
2. Use the AI allocation guidance to generate an intelligent suggested mix.
3. Explore individual asset pages to research and add positions to your portfolio.
4. Track your performance and adjust your preferences over time.
Allocations are created based on your goals and risk level, using our AI guidance. The suggested mix of investments can be reviewed and adjusted before adding to the portfolio.
Core research and allocation tools are available for free.
Sevn Wealth does not provide tax advice. You remain responsible for your own tax reporting. We recommend consulting a local tax advisor.
Supported jurisdictions and currencies depend on Sevn Wealth regulatory integrations and partner networks. During signup, you'll see the current list of supported locations. If your country isn't listed, you can contact support.
Sevn Wealth uses encryption in transit and at rest to protect your data and limits access on a need-to-know basis. Full details on data collection, rights, and security practices are available in the Privacy Policy.
To delete your account, go to Account settings and follow the delete account steps. Some verification may be required. Deletion will remove access to platform features, though limited records may be retained for legal and regulatory reasons.
Yes - our transparent AI shows the clear reasoning behind every suggested allocation, so you understand and trust your portfolio mix. It's designed to be intelligent yet simple, with no hidden logic or black-box decisions.
It's designed for anyone - especially those who want simplicity without jargon. The platform uses clear explanations, quick setup, and AI guidance to make multi-asset investing accessible, whether you're new to investing or a strategic investor looking for efficient tools.
Once signed in, use the in-app Chat for quick assistance. For general inquiries, email the support address listed in your account settings.
Still have questions?
Contact Sevn Wealth Support