Best wealth management decision-making tools in 2025

Relay

Centralized dashboard for investment portfolio management and analysis.

Finance Rants

Discover your financial personality and enhance money management skills.

Soon app

Automated investment management for cryptocurrencies.

My-legacy.ai

Securely manage and protect important personal information.

FinFit

Personal finance prompts for informed financial decision-making.

Acorns

Invest spare change automatically for financial growth and education.

EQUBOT

AI-driven investment analysis for informed decision-making.

7Assets

Organize and analyze your financial assets effortlessly.

Finroo

User-friendly investment management with AI-driven insights.

Magnifi

Personalized investment guidance powered by AI.

Free trial + from $11/m
open
Stocksignal

Receive timely insights for informed stock trading decisions.

Chartai

Predictive analytics for informed stock market decisions.

SimplifiedETF-AI

Personalized ETF investment planning for beginners using AI.

Free trial + from $2.99/m
open
FinChat

AI-driven insights for confident stock market investing.

OGBRAIN

Real-time cryptocurrency analytics for informed trading decisions.

Alchemyze

AI-driven insights for effective stock market investing.

StockMarketGPT

AI-powered investment analysis and trading insights.

Free trial + from $13.50/m
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Fintool

AI-driven equity research assistant for instant financial insights.

Alpha by Public

Investment assistant providing real-time financial insights.

esganalytics.io

Real-time ESG scores and ratings for informed investing.

Satoshigpt

AI-driven insights for confident cryptocurrency trading decisions.

Deborah

Receive daily insights into your investment portfolio.

RAFA

AI-driven investment support for smarter financial decisions.

Momentum Radar

Analyzes financial data to enhance investment decisions.

SimFin

Access extensive financial data and analyze stock performance easily.