Best wealth management applications tools in 2025

EarningsDigest

Instant summaries of earnings calls for financial professionals.

Free + from $29/m
open
Tendi

AI-driven personal finance management for informed decision-making.

Docyt

Automated bookkeeping for efficient financial management.

Alphanso

Personalized financial planning for achieving life goals.

RebeccAi

AI-powered insights for evaluating business ideas.

Financial Fusion

Virtual financial advisor delivering real-time insights and reports.

NRI GPT

Investment guidance and tax management for non-resident Indians.

PlanGuru

Budgeting and financial forecasting software for informed decision-making.

Zest AI

AI-driven lending process automation for equitable credit access.

Palmyst

Personalized palm readings for self-discovery and guidance.

Fortune

Automated accounting for real-time financial insights.

Cascading

AI-driven solution for efficient loan origination processes.

Calypso

AI-powered assistant for analyzing public equities and investment data.

stocknear

Free online platform for real-time stock analysis and market insights.

Kvants

Automated trading strategies for everyday investors.

Susterra

Advanced analytics for smarter public finance decision-making.

7Assets

Organize and analyze your financial assets effortlessly.

Satoshigpt

AI-driven insights for confident cryptocurrency trading decisions.

Morpher AI

Real-time insights for stock and cryptocurrency investors.

Octopus AI

AI-driven financial forecasting and analysis for businesses.

Connexun

Real-time multilingual news aggregation and analysis.

Subscription + from €500/m
open
Caricature Bot

Exciting online betting experience with various games.

Shib gpt ai

AI-driven insights for navigating the crypto market.

Arya.ai

AI technology for enterprise automation and decision-making.