Best wealth insights tools in 2025

Project Hermes

AI-driven financial management through casual conversation.

neonFin

Financial calculators for tracking and analyzing spending habits.

Reconcile

Financial management made easy for small businesses.

Subscription + from $30/m
open
BasilAI

Streamlined financial management for diverse investment portfolios.

AI Spend

Monitor and manage OpenAI API spending effortlessly.

Wealthfront

Automated investment management with high interest savings options.

MyVest

Streamlined wealth management for personalized investment solutions.

Origin

A comprehensive financial management resource for individuals.

Dubify

Efficient financial management for tracking income and expenses.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Blahget

Voice-activated financial tracking made simple and engaging.

Skwad

Manage your budget and track expenses without linking bank accounts.

RocketMoney

Manage subscriptions and budgets seamlessly in one place.

Wefire

Personal finance assistant for managing savings and spending.

Paid + from $8.99/m
open
CountAbout

Manage budgets and track expenses with customizable features.

HoneyDue

Tool for couples to manage shared finances and goals together.

Rejoy

Family organizer for scheduling, tasks, and meal planning.

Expense Sorted

Automated expense categorization for clear financial insights.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

ReceiptiX

Effortlessly track and manage your expenses with a snap or voice.

Lumio Pro

Finance management made easy for couples in shared households.

SpendSights

Automates expense tracking by categorizing transactions from bank statements.