Best get personalized investment advice tools in 2025

Octopus AI

AI-driven financial forecasting and analysis for businesses.

Gorilla Terminal

AI-powered financial insights for quick stock analysis and updates.

Captide

Automated financial data extraction from SEC filings and earnings calls.

PitchBook VC Exit Predictor

Predicts venture capital exit trends with real-time data.

Surmount

Automated investment management for everyday investors.

Avanzai

Transforms financial data into clear insights for better decisions.

Clear

Quickly analyze financial reports with plain language queries.

Parthean

Streamlined financial planning for advisors and clients.

Alchemyze

AI-driven insights for effective stock market investing.

LunarCrush

Track social media trends to inform investment decisions.

Dubify

Efficient financial management for tracking income and expenses.

StratEdgeXAI

AI-driven consulting for startups and small businesses.

Morningstar

Investment research and portfolio management for informed decision-making.

Datarails.com

Automates financial planning while using existing spreadsheets.

Adaptive Insights

Comprehensive financial and operational performance management solution.

FinNews

Get real-time insights on stocks, crypto, and forex news.

Profit Leap

Streamlined financial management for informed business decisions.

WallStreetMojo

Comprehensive finance education for aspiring analysts.

STRATxAI

AI-driven investment solutions tailored for individual goals.

BARK

Sales data analysis to boost business insights and profitability.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

StockGPT

AI-driven financial research for S&P 500 and Nasdaq insights.

Alpha Trader

User-friendly trading management for informed decision-making.

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Free + from $29/m
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Wealthfront

Automated investment management with high interest savings options.