Digital Wealth Management

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

PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.

MoneyMade AI matches investors with diversified asset classes—real estate, fine wine, art, stocks, crypto, collectibles—by providing AI‑driven, curated platform recommendations, investment details, and aggregated news, tax tips, and trending reads for informed decisions.

DigitalGenius automates end‑to‑end customer support for e‑commerce brands, integrating with shipping, ERP, payment, and loyalty systems. It uses conversational AI to track orders, resolve issues, proactively offer replacements, upsells, and warranty claims.

Wisdomise provides AI-driven automated crypto index funds with risk-adjusted allocation and automated rebalancing across major cryptocurrencies, real-time portfolio analytics, trade execution reporting for compliance, and on-platform utility via the WSDM token under Swiss SRO regulation.

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 and performance tracking for efficient we

7Assets consolidates portfolio data across asset classes, syncing positions nightly from 2,500 banks, auto‑categorizes transactions, updates valuations, flags discrepancies, and auto‑generates unified reports for family offices, wealth managers, and advisors.

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.

WeInvest is an AI‑driven crypto platform featuring a multi‑agent dashboard for real‑time market analysis and automated decisions. It creates gas‑less smart accounts, supports wallet integration, group multi‑sig wallets, managed funds, and Stripe or Moonpay onboarding, available on web and mobile.

DG1 automates e-commerce operations, marketing, and content with AI-driven onboarding, campaign scheduling, an AI CMS for blogs and product pages, prebuilt templates, and integrations to synchronize payments, analytics, and advertising workflows.

Alphanso is a unified wealth‑management platform that blends investment planning, tax optimization, estate services, insurance, budgeting, and debt consolidation. It delivers AI‑driven portfolio analysis, automated tax‑loss harvesting, real‑time goal tracking, and secure custody by Charles Schwab.

Origin Financial centralizes budgeting, investing, and forecasting. It syncs accounts, auto‑categorizes transactions, builds monthly budgets, cancels subscriptions, offers AI financial advice, tracks portfolio performance, models market shifts, and supports shared dashboards for couples, with tax an

Supermoney aggregates accounts, tracks transactions, and shows net worth, cash flow, assets and liabilities. It builds adaptive budgets, analyzes finances privately with Sense AI, offers prequalified loan/refinance comparisons, credit monitoring, alerts and goal tracking.

MAPLE is an AI‑powered financial advisor that continuously optimizes portfolios, assesses risk, analyzes cash flow and debt, and plans retirement. It tracks goals, offers personalized recommendations, and ensures privacy through two‑factor authentication and SOC 2‑compliant encryption.

TrueAccord is a digital debt‑collection platform that blends AI analytics with human outreach, using phone, email, text, and social media to drive recovery. It offers real‑time omnichannel workflows, regulatory compliance, and API integration for scalable, data‑driven collections.

Tendi is an AI-driven personal finance advisor that assists users in goal setting, budgeting, debt reduction, saving, investing, retirement planning, and provides insights, alerts, and a user-friendly dashboard for better financial management.

Financial Fitness Passport is an AI-powered financial dashboard that analyzes your finances to generate a personalized score and retirement goal. It provides cash flow tracking, debt planning, scenario modeling, and an AI coach to offer actionable recommendations and next steps.

Budget Tracker & Planner is a free online money management tool that tracks financial transactions, monitors spending, and offers insights on monthly habits.

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.

Powder automates extraction of data from diverse financial documents—brokerage statements, 401(k), tax returns, etc.—into spreadsheets and asset decks. It populates portfolio reviews, calculates weightings, and produces proposals quickly while ensuring compliance and data security.

iManage centralizes document and email management with secure cloud storage, AI-driven classification, data extraction and a natural-language assistant for search and automation, while enforcing access controls, governance, legal transaction workflows and Microsoft co-authoring.

Arta is a wealth management platform for accredited investors, offering access to diverse investment opportunities, personalized portfolio management with an AI co-pilot, and educational resources to enhance financial knowledge and strategy comprehension.

Digital Software Labs delivers end‑to‑end development for mobile, web, and enterprise apps, including native, cross‑platform, AI‑powered solutions and cloud architecture. It offers team augmentation, API engineering, industry‑specific modules, and a structured pipeline from discovery to maintenance.

DealMachine offers investors a platform to locate off‑market properties nationwide, apply 700+ filters to a 150M+ database, and access owner contact info, automated outreach, and AI‑driven analysis for efficient lead generation and deal closure.

FolioProjects consolidates real‑estate asset, project, risk, and performance data into real‑time dashboards, ESG and incident metrics, and sentiment analytics. It offers AI‑generated reports, automated notifications, API and IoT integration, and stakeholder dashboards for portfolio and asset manager

Danelfin uses AI to rank U.S. and European stocks, ETFs, and trade ideas based on a proprietary Score derived from 10,000+ daily features. It tracks score changes, offers alerts, portfolio diversity metrics, backtested performance, and trade signals with win‑rate data.

Xdash AI offers seamless data analysis, in-depth reporting, and task automation. It excels at uncovering crucial insights from intricate datasets, facilitating informed business decisions.

JIFFY.ai is a no‑code platform for wealth‑management firms that consolidates client and operational data into a cloud data warehouse. It powers compliance, advanced analytics, and advisor insights, while AI tools automate notes, reports, and onboarding workflows.

Dynamo is an AI‑driven DM platform that transforms messaging into a full‑funnel growth engine, automating acquisition, retention, and retargeting with personalized DMs at scale. It delivers real‑time analytics, audience segmentation, stack integration, and privacy‑compliant delivery.

Poseidon automates multi‑channel outreach and compliance for wealth and financial advisors, delivering personalized LinkedIn and email engagement, built‑in compliance logging, CRM metrics, and content‑generation tools to streamline prospecting and support AUM growth.

Dollie is a WordPress growth platform that simplifies management for agencies by allowing users to oversee multiple client sites from a single dashboard, offering features like automated backups, uptime monitoring, and AI-assisted client relation management.

Brisa is a personal wealth operating system that consolidates bank accounts, investments, loans, credit cards, and real estate into a single desktop platform, offering multi-currency portfolio tracking, automated transaction imports, net worth reporting, and real time property valuations.

Swif's AI-driven unified device management simplifies security, access, and compliance on MacOS, Windows, and Linux. It automates control, configures smart groups, boosts remote operations, and integrates smoothly for SOC2 certification, ensuring data protection.

Macroaxis Wealth Optimization Platform unifies portfolio construction, analysis, and rebalancing for stocks, ETFs, funds, and crypto. Users build or compare portfolios via prompts or AI, inspect overlap, correlation, concentration risks, and run scenario tests to keep thesis integrity.

Segwise consolidates creative data from ad networks, DSPs, and internal sources via no‑code integrations, uses multimodal AI to tag creative elements, maps tags to performance metrics, and delivers dashboards, fatigue alerts, and automated iterations for data‑driven optimization.

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 finances.

MyDataNinja merges Shopify, WooCommerce, GA, FB Ads, and more into a real‑time dashboard, offering reporting, KPI customization, and built‑in CRM tools. It automates API conversions, postback tracking, URL shortening, and Facebook Lead sync for streamlined e‑commerce marketing.

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 subscribers make informed decisions.

DollarDrip lets users simulate dollar‑cost averaging, balance AI‑generated portfolios, and track ticker performance with line charts. It aggregates news, offers portfolio customization, and includes a community hub for strategy sharing.

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 account activity.

DataHawk aggregates daily SKU‑level data, ad metrics, and profitability signals across Amazon, Walmart, and other e‑commerce channels, delivering real‑time dashboards, AI alerts for KPI shifts, ROAS optimization, and multi‑account BI‑integrated reporting.

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 financial health.

intelliAssets aggregates digital asset data into a unified dashboard, offering real‑time portfolio value, detailed P&L, automated allocation charts, risk metrics like beta and VaR, and AI‑driven insights for informed investment decisions and analysis.

Market‑Genius.ai turns natural‑language questions into interactive dashboards with real‑time data on equities, crypto, and macro assets. It offers 16 chart types, drag‑and‑drop layout, live watchlists, company deep dives, AI insights, and export options.

DFIRST AI is a marketing platform that lets users build custom campaigns via drag‑and‑drop, using AI agents for research, copywriting, visual creation, and data extraction. It integrates tools like Claude, Stable Diffusion, and SEMrush for competitive intelligence and real‑time optimization.

PortfolioGPT builds customized investment portfolios using GPT‑4.1‑mini based on user inputs such as amount, risk tolerance, horizon, age, goals, and asset preferences. It offers instant recommendations for stocks, ETFs, real estate, and crypto, with backtesting and market data.

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.

DM Champ is an AI-driven sales assistance tool for WhatsApp and Instagram that automates lead generation and appointment bookings, personalizes communication, and supports bulk messaging, enhancing customer engagement and efficiently converting interactions into qualified leads.

Diatech AI is an AI platform for the diamond and jewelry industry, offering generative design, market analytics, a B2B marketplace, and a B2C storefront. It streamlines design creation, market insight, inventory management, and sales across the supply chain.

Datarails integrates with Excel, automating data consolidation from 200+ accounting, ERP, CRM, bank, and HRIS sources. It offers real‑time dashboards, AI‑driven variance insights, scenario modeling, and collaborative version control for efficient month‑end close and planning.