Best wealth management analysis tools in 2025

Telescope

AI-driven insights for smarter investment choices.

Avjo

Real-time IPO tracking for informed investment decisions.

Yourika.ai

Advanced AI solutions for enhancing productivity across various sectors.

Vi Labs

AI-driven solutions for healthcare engagement and efficiency.

Kvants

Automated trading strategies for everyday investors.

Algosight

Investing with minimal risk and market volatility.

FinGPT

Advanced AI for financial analysis and decision-making.

Momentum Radar

Analyzes financial data to enhance investment decisions.

Snaptobook

Manage receipts and invoices all in one place effortlessly.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

GAO

Independent evaluations of government programs and finances.

ThinkChain

Advanced AI for analyzing investment data effectively.

Stockpulse

AI-driven insights for tracking financial news and market sentiment.

CorgiLabs

Payment optimization and fraud detection for businesses.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

FinanceOps

AI-driven collections workflow management for faster debt recovery.

Eilla

Intelligent platform for streamlined investment analysis.

ReceiptUp

Digitizes receipt data for efficient financial management.

Freshly

Analyze stock relationships to find trading opportunities.

Spark Engine

AI-driven solution for accelerating business growth and performance.

AI4Fire

Personalized financial coaching for early retirement planning.

Business Worth

AI-driven insights for evaluating business location value.

Cujobay

A hub for startup news and industry updates.

mindbridge.ai

Automated financial risk detection and anomaly analysis solution.