Best wealth management analysis tools in 2025

DataGPT

Conversational data analysis for better decision-making.

Fina

Manage personal and business finances with ease and clarity.

Uprise Embedded

Embedded financial advisory for small and medium-sized businesses.

Kniru

Manage personal finances with ease and clarity.

Globality.com

AI-driven procurement management for smarter spending decisions.

FlowCog

Visual financial management for informed business decisions.

OptionsPro

Market analysis and insights for informed trading decisions.

FinWise

Navigate your financial life with personalized budgeting and insights.

Finpilot

Advanced AI for swift financial document analysis.

Quantifind.com

Automated financial crime detection and risk assessment.

Mesha

A comprehensive financial management solution for businesses.

Athena Intelligence

AI-driven analytics for efficient data insights and task automation.

BeeKrowd

AI-driven financial modeling and management for informed decisions.

Free + from $10/m
open
Founderfit by Koble

Advanced technology for identifying high-potential startups.

Kickv1.0

Automated bookkeeping for hassle-free financial management.

Mojju - 100+ custom GPTs for OpenAI

Build specialized AI models for personalized assistance.

Opuna

Create and sell AI-driven digital products effortlessly.

StratEdgeXAI

AI-driven consulting for startups and small businesses.

Inven

Accelerates the search for acquisition opportunities using AI.

Ecomstat

Centralized analytics for e-commerce business growth.

c3iot.com

AI-driven applications for enhanced operational efficiency and insights.

Recordme

Automated accounting data extraction and management solution.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Autogon

No-code AI model creation for finance professionals.

Subscription + from $20/m
open
Display Gate Guard

Ensures safe and suitable ad placements for brands.