Best financial wellness plans tools in 2025

RoBoLyst

Insightful guidance for effective money management and financial literacy.

FinanceBrain

AI assistant offering finance and accounting answers anytime.

Wallet.AI

Financial insights driven by AI for informed decisions.

Timmy

Personal finance companion for tracking spending and saving smartly.

SimplifiedETF-AI

Personalized ETF investment planning for beginners using AI.

Free trial + from $2.99/m
open
FinFit

Personal finance prompts for informed financial decision-making.

Formularizer

Effortlessly generate and manage spreadsheet formulas.

Origin

A comprehensive financial management resource for individuals.

Zerodha Varsity

Free financial education resource for stock trading and investment.

MyLoans

Get instant, personalized advice on student loans.

Dubify

Efficient financial management for tracking income and expenses.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

WallStreetMojo

Comprehensive finance education for aspiring analysts.

Acorns

Invest spare change automatically for financial growth and education.

Qashboard

View and manage all your finances in a single dashboard.

Alphanso

Personalized financial planning for achieving life goals.

Maxint

Personal finance tracker for budgeting and net worth management.

Moneymade.io

Explore diverse investment options tailored to your interests.

RetireMint

Comprehensive retirement planning guide for Canadians.

JumpStart

Promoting financial literacy among youth through education and resources.

MoneyCoach

Personal finance management for tracking expenses and budgets.

7Assets

Organize and analyze your financial assets effortlessly.

Mest

Monitor finances and analyze investments in one easy place.

Candlestick

AI-driven investment guidance for smarter financial decisions.

Finance Rants

Discover your financial personality and enhance money management skills.