Best wealth management analysis tools in 2025

Quicken

Comprehensive personal finance management software for budgeting and tracking.

CoinFeeds.io

Custom AI agents for cryptocurrency and stock market insights.

CopilotKit

Smart assistant for real-time user support in applications.

IBM Cloud AI

AI solutions to enhance business efficiency and decision-making.

Datarails.com

Automates financial planning while using existing spreadsheets.

Meta mevs

Advanced software for traders to optimize strategies and profits.

Adaptive Insights

Comprehensive financial and operational performance management solution.

Profit Leap

Streamlined financial management for informed business decisions.

GiniMachine

AI-driven predictive modeling for informed decision-making.

Showmemoney

Automated expense tracker for organizing personal finances.

Vic.ai

Automated accounts payable management with AI technology.

Wocstreet

AI-driven news feed for stock market updates and insights.

FundersClub

Discover and invest in top vetted startups easily.

BARK

Sales data analysis to boost business insights and profitability.

Capechat

Automation solution for faster banking operations and compliance.

Nova Money

Forecast your finances and plan for a secure future.

MoneyFarm

Online investment management for personal financial goals.

Rose.ai

Transform complex data into clear visuals and insights.

Mrgn

Real-time analytics for restaurant operations and cost management.

Unhedged

Automated investment management for emotionally unbiased portfolio growth.

Centauri AI

AI-driven data processing for finance professionals.

Qashboard

View and manage all your finances in a single dashboard.

Ssi

AI-driven insights for smart trading decisions based on sentiment.

BeeBeeAI

AI-driven financial analysis for informed investment decisions.

Medvise

Streamlined documentation and coding for healthcare providers.