Top 7Assets Alternatives

Principal is an AI-driven wealth platform that consolidates financial data from various institutions, offering real-time tracking, historical balance insights, and transaction filtering, while ensuring robust security and future features like risk analysis and

The Macroaxis Wealth Optimization Platform is an AI-powered tool that combines artificial intelligence with portfolio theory to help investors discover sustainable opportunities in different markets and asset classes.

Parthean AI's Money Automated streamlines finances by automating savings, investments, and debt repayment. It provides effortless transfers, spending analysis, and tailored financial plans, simplifying money management and decisions.

Magnifi is an AI-powered investor tool that offers personalized opportunity discovery, analysis, goal planning, investment search/comparison, portfolio tracking, and integrated account access. It provides data, planning tools, and assistance to help subscribe

Wefire is an AI-driven personal finance tool that offers insights into spending habits, investment opportunities, and cash flow analysis. It enhances financial literacy with educational resources while prioritizing user security and providing timely alerts for

Simplify Money App is a personal finance management tool that uses AI to offer tailored financial insights, automate goal-based planning, manage debt, and optimize tax liabilities, helping users make informed financial decisions and improve their overall finan

Moneymade is an AI platform that helps users discover investment opportunities in real estate, wine, art, and stocks, offering personalized recommendations based on financial goals to aid informed decision-making and portfolio diversification.

Moning: Wealth Management Platform for Global Asset View & Intelligent Investment Decisions - Enhances Investment Strategy for Maximized Gains.

Alphanso is an AI-driven stock investing app that offers insights from over 10,000 metrics, real-time alerts, and personalized strategies. It supports goal-based investing and prioritizes security with 256-bit encryption for user data protection.

Finstreets is an AI-driven financial planning platform offering calculators, a financial search engine, educational resources, and a budget planner, helping users manage investments, expenditures, and gain insights into personal finance and cryptocurrency.

Cleo is an AI-powered personal finance assistant that streamlines money management through savings, budgeting, investment growth, credit building, and offers privacy-focused financial insights and tracking tools.

Origin is a comprehensive AI finance tool that tracks net worth, provides smart suggestions, and uses an AI-driven planner to help achieve financial goals. It offers guidance from certified financial planners and includes free investment options through Origi

StockInsights is an AI-driven platform that merges large language models and financial data to offer users advanced investment insights. Easily track portfolios, receive updates, generate ideas, and make informed decisions with real-time alerts and customizab

PortfolioPilot is an AI-powered financial assistant that provides in-depth portfolio analyses, personalized recommendations, and economic insights. It ensures risk management, tailored suggestions, and secure asset aggregation for optimized investment strateg

AI-powered personal investment plans tool empowers you to tailor your financial future. Get a personalized investment plans that are tailored to you.

Intelliassets is an AI-driven digital asset management tool that enhances efficiency by automating asset classification, inventory, and lifecycle management. It integrates easily with existing systems, improving organization and accessibility across various se

Mezzi is an AI-enhanced investment tax management tool that provides personalized strategies to minimize taxes, cut fees, and enhance portfolio optimization. It features advanced calculators, secure data handling, and facilitates easy allocation rebalancing a

Rafa AI Tool delivers real-time investment insights for informed decision-making. Key features include portfolio alerts, risk assessment, options monitoring, top stock idea summaries, performance tracking, and customizable AI agents catering to all investor l

Inven is an AI tool for finance/business pros, utilizing AI to locate promising companies faster, offering market intelligence, networking opportunities within industries, and removing time-consuming manual searches.

Toggle is a natural language analytics platform that transforms complex data into actionable insights, empowering users to explore relationships and test hypotheses without coding. Its LLM-powered interface and knowledge graph capabilities enable asset manager

InciteAI is an AI investment tool that streamlines stock and crypto trading through real-time insights, accurate financial guidance, and sophisticated stock forecasts, all powered by its robust data analysis algorithm spanning decades.

NewMoney.ai is an AI-powered wallet that streamlines financial transactions, enabling efficient management of money, stocks, and cryptocurrency. It supports cross-border payments via popular messaging platforms and offers access to decentralized finance across

Maple is an AI-driven financial advisory tool that offers personalized recommendations for asset management, risk assessment, and retirement planning. It ensures data privacy while helping users track goals and enhance portfolio performance effectively.

Digits is an advanced AI tool transforming accounting processes with automated bookkeeping, financial analysis, and insightful reports. With live dashboards and top-notch security, it assists in scaling operations for businesses and developers.

Qashboard is a financial management AI tool that links accounts, analyzes transactions, and visualizes insights via an easy-to-use dashboard. It ensures secure finance tracking & organization, prioritizing data privacy and offering an intuitive conversational

Fire Mate: AI-powered financial assistant guiding users towards financial independence. Features personalized recommendations, real-time support, easy income/expense tracking, goal setting, and progress monitoring for efficient money management.

Intellectia.ai is an AI platform offering smart investment decision-making tools with comprehensive market data on public companies and cryptocurrencies. Users can access technical analysis, stock insights, and crypto trends for informed investment choices in

Augment is a personalized AI assistant that learns from various apps, summarizes content, and offers context-aware assistance with enterprise-level privacy and security on macOS. It will be available on Windows and Android in the future.

AI Assistant is an AI tool that boosts productivity through personalized task management, content generation, and research assistance. It offers tailored suggestions, data security, and real-time access across web and mobile platforms.

SimFin (AI tool): Gain in-depth financial knowledge & stock market analysis through access to vast historical company data, multiple metrics, and indicators. Personalize filters, backtest strategies, and easily visualize data for intelligent investments.

Syft Analytics is an AI-driven financial reporting platform that simplifies the creation of customizable dashboards, forecasts, and reports while consolidating multiple entities into tailored financial statements. It integrates with popular accounting software

AI Stock Radar: Pioneering AI investment tool enhancing stock research. Simplifies fundamental analysis, identifies high-performers, and equips users with AI-driven insights for informed decisions.

6pm is an AI-powered finance management tool that enables users to track expenses, set budgets, and scan receipts. It offers multi-currency support, personalized insights, and a secure wallet for efficient financial decision-making.

Insightfolio is an AI-driven portfolio analysis tool that evaluates performance, risk, and diversification. It offers detailed reports, cost evaluation, Monte Carlo simulations for future projections, and personalized recommendations to align investments with

OgBrain is an AI tool for crypto data intelligence, offering on-chain metrics, revenue insights, real-time news updates, and comprehensive dashboard analytics. Stay informed and make data-driven decisions in the dynamic world of digital assets.

Defiai is an AI-powered platform enabling seamless crypto operations, connecting over 401 wallets across 13 blockchains. It offers tools for trading, asset management, analytics, and personalized updates to optimize user strategies and enhance passive income.

Finance Stuff is a personal finance tracker that automates expense tracking, connects accounts for investment visibility, and provides AI-powered insights. It features growth charts for effective budgeting and employs secure data handling practices to protect

Folioprojects is an AI-powered portfolio management tool for real assets. It optimizes value, enhances performance, and simplifies project workflows through AI-assisted management, data-rich dashboards, and stakeholder engagement features for informed decisio

The Fortune AI app is an accounting software that automates transaction classification and delivers in-depth financial analytics for modern entrepreneurs. It offers streamlined financial management, real-time alerts, and extensive cash flow monitoring for inf

Soon is an automated cryptocurrency investing tool that uses dollar-cost averaging and diversification to provide a responsible investment approach.

Fina Money is a money management app that automates expense tracking, budgeting, and financial insights by securely syncing with bank accounts. It offers AI-powered categorization, customizable templates, and real-time analytics for personal and business finan

AI Finance Assistant cc:Monet saves 95% of your manual input time, streamlines your invoices and employee claims, and gains actionable insights to make smarter business decisions. Handle everything seamlessly from precise invoice scanning, smart categorization

Zillion is an AI platform for financial firms that automates complex analysis and routine tasks. It provides real-time data, manages workloads, and supports customized workflows, enabling teams to focus on strategy and client services while reducing employee b

WeInvest is a secure cryptocurrency platform utilizing blockchain tech. It provides a smooth investment experience, AI-based insights, managed funds, group wallets, and ensures safe transactions for digital asset investments and portfolio management.

Finlo is an AI-powered stock portfolio management tool that curates six high-performance stocks monthly, utilizing a quantitative equity hedge strategy to enhance returns, minimize risk, and streamline trading while providing real-time performance tracking and

Simpla AI is an all-in-one AI financial tool that provides personalized tax advice, advanced solutions, document automation, statement analysis, and insightful business intelligence for improved tax, accounting, and finance management.

Market Genius AI transforms earnings transcripts into interactive dashboards, allowing investors to analyze sentiment and CEO confidence. Its custom chart builder and financial analysis tools help users make data-driven investment decisions, catering to both n

Financial Fusion is an AI-driven financial management tool that analyzes financial data, offering real-time recommendations, trend identification, and performance forecasting. It integrates with major accounting platforms to streamline workflows for small to m

Wealth Tracker Cloud enables users to manage diverse investment portfolios, including stocks, real estate, cryptocurrencies, and collectibles, through an integrated dashboard that provides real-time tracking and insights into asset performance across multiple