Wealth Management

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

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

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.

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 is an AI-driven wealth management tool that simplifies financial data organization. Its platform provides personalized insights and recommendations for investments, cash flow, valuables, and cryptocurrencies, ensuring secure control over your finances.

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.

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.

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 real estate tracking.

Wallet.ai is an AI tool that helps individuals make informed financial decisions by analyzing their financial behavior and providing tools for monitoring and quantifying their finances.

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.

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 Origin Invest.

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.

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.

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 categories.

Wolfe is an AI tool that combines expert knowledge with powerful language models to assist users with various tasks such as content creation, language improvement, data analysis, and market research.

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.

Real-time Financial Intelligence analyzes financial data from various sources to provide insights on the market and investments.

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.

Mesha is an AI-driven bookkeeping and tax solution offering real-time financial insights, expert tax advice, and compliance services. Access a dedicated team of professionals, streamline financial processes, and optimize tax deductions for efficient business growth.

Zumma Financial is a personal finance platform that organizes budgeting, income tracking, expense management, featuring receipt scanning/manual entry and city-specific financial resources.

Gorilla Terminal is an AI-driven investment research tool with features such as macro-economic data analysis, intuitive dashboard design, risk management tools, sector overviews and real-time updates on the latest news.

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 novice and experienced investors.

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 decision-making.

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 interface for informed decisions.

MEST: Smart Money is an AI-powered tool providing weekly on-chain crypto news updates. It curates trending topics, market analysis, and significant events, catering to enthusiasts and investors seeking competitive insights in the digital asset industry.

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.

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

Finclout is a platform that uses AI technology to streamline financial research, provides audiovisual information from trusted sources, and operates on multiple blockchain networks with social elements.

Wave is a coaching tool that offers personalized coaching using advanced coaching science, technology, and AI.

AI Powered Crypto Investment Vaults provide a secure and intelligent platform for managing and investing in cryptocurrencies.

The lifesage AI tool provides a personalized plan for improving health, wealth, and wisdom based on user's questions.

Welltrade AI is an AI-powered financial advisor that offers data-driven investment recommendations for stocks and ETFs. It analyzes financial data to guide users in making informed buy, sell, or hold decisions, simplifying the investment process.

Financial AI Companion is a personalized financial assistant that helps users identify their financial personality and provides tailored guidance on budgeting, saving, investing, and managing debt, promoting informed decision-making and enhancing financial literacy.

2k is a money management app that helps users forecast finances, track expenses, and improve budgeting. It aggregates multiple accounts for a comprehensive view, offering personalized coaching to enhance financial literacy and promote conscious spending habits.

Mgrworkbench.ai is an AI-powered tool that streamlines business writing tasks and improves the review process by providing a best-practice driven approach, free trial, and aiming to revolutionize it.

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.

ConquerorTheCrown is an AI chatbot and mentorship platform designed to support individuals in achieving financial independence by providing guidance and advice to overcome obstacles and succeed in building wealth.

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.

STRATxAI is an AI-powered investment platform providing customized smart portfolios and asset management. It helps businesses achieve tailored goals by boosting customer retention and revenue growth through advanced investing technologies.

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 user privacy.

Hero is a visual estate planning tool that simplifies creating personalized wills and documents, allowing users to map out wishes interactively, customize details, assign guardians, and run scenario tests while ensuring compliance with legal requirements and secure data handling.

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.

Folionomics is a multi-chain crypto portfolio management tool that helps users optimize investments across various blockchains through AI-driven insights, advanced filtering options, and regular rebalancing features, all while ensuring data privacy and security.