Best wealth management applications tools in 2025

Zerodha Varsity

Free financial education resource for stock trading and investment.

Finpilot

Advanced AI for swift financial document analysis.

AICreditRepair

Automated credit repair and monitoring for financial health.

MyLoans

Get instant, personalized advice on student loans.

Kickv1.0

Automated bookkeeping for hassle-free financial management.

Dubify

Efficient financial management for tracking income and expenses.

StratEdgeXAI

AI-driven consulting for startups and small businesses.

Optionsfy

Automated options trading alerts for informed decisions.

Credit Karma Tax

Access free credit scores and personalized financial insights.

IBM Cloud AI

AI solutions to enhance business efficiency and decision-making.

Profit Leap

Streamlined financial management for informed business decisions.

Vic.ai

Automated accounts payable management with AI technology.

Skepticaltom

Smart shopping assistant that promotes mindful spending.

WallStreetMojo

Comprehensive finance education for aspiring analysts.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

BARK

Sales data analysis to boost business insights and profitability.

Nova Money

Forecast your finances and plan for a secure future.

Rose.ai

Transform complex data into clear visuals and insights.

Mrgn

Real-time analytics for restaurant operations and cost management.

QnAPe

A financial planning calculator for investment growth and savings.

Code Genie AI

Prepare for the AI-driven future of work and learning.

Qashboard

View and manage all your finances in a single dashboard.

Ssi

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

ChatterQuant

AI-driven insights for stock and cryptocurrency trading.

ChatMe.CPA

AI chatbot for instant accounting and tax information.