Best financial planning evaluation tools in 2025

YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Timmy

Personal finance companion for tracking spending and saving smartly.

AI4Fire

Personalized financial coaching for early retirement planning.

Fina

Manage personal and business finances with ease and clarity.

Dubify

Efficient financial management for tracking income and expenses.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Wefire

Personal finance assistant for managing savings and spending.

Paid + from $8.99/m
open
MoneyFarm

Online investment management for personal financial goals.

Wealthfront

Automated investment management with high interest savings options.

Maxint

Personal finance tracker for budgeting and net worth management.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

neonFin

Financial calculators for tracking and analyzing spending habits.

Surmount

Automated investment management for everyday investors.

Castello

Navigate investments with real-time insights and personalized data.

SimplifiedETF-AI

Personalized ETF investment planning for beginners using AI.

Free trial + from $2.99/m
open
Accorata

AI-powered solution for discovering daily investment opportunities.

Origin

A comprehensive financial management resource for individuals.

Alchemyze

AI-driven insights for effective stock market investing.

CoinFeeds.io

Custom AI agents for cryptocurrency and stock market insights.

DecoderAI

Automated cryptocurrency farming solution for effortless earnings.

Sparktrade

AI-driven stock prediction for informed investment choices.

Acorns

Invest spare change automatically for financial growth and education.

Alpha Trader

User-friendly trading management for informed decision-making.

Kvants

Automated trading strategies for everyday investors.

Finroo

User-friendly investment management with AI-driven insights.