Best investment management tools tools in 2025

Intellitrade AI

Data-driven insights for informed trading decisions.

Magnifi

Personalized investment guidance powered by AI.

Free trial + from $11/m
open
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.

Incite Advisor

AI-driven insights for stock and cryptocurrency investments.

Surmount

Automated investment management for everyday investors.

Borea AI

Predicts stock prices and provides investment insights.

Freshly

Analyze stock relationships to find trading opportunities.

EOSI Finance

Automated crypto trading with AI for all skill levels.

Fina

Manage personal and business finances with ease and clarity.

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.

Finpilot

Advanced AI for swift financial document analysis.

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.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

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.

StockMarketGPT

AI-powered investment analysis and trading insights.

Free trial + from $13.50/m
open
WallStreetMojo

Comprehensive finance education for aspiring analysts.