Best wealth management evaluation tools in 2025

Surmount

Automated investment management for everyday investors.

Acorns

Invest spare change automatically for financial growth and education.

Stocked AI

AI-driven stock recommendations for long-term investors.

Freshly.ai

Discover stock relationships to enhance trading strategies.

DealStream

An online marketplace connecting buyers and sellers of businesses.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

Harriet.ai

Real-time financial management for small businesses.

Fina

Manage personal and business finances with ease and clarity.

Origin

A comprehensive financial management resource for individuals.

Mesha

A comprehensive financial management solution for businesses.

Kickv1.0

Automated bookkeeping for hassle-free financial management.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Skwad

Manage your budget and track expenses without linking bank accounts.

Showmemoney

Automated expense tracker for organizing personal finances.

Nova Money

Forecast your finances and plan for a secure future.

Mrgn

Real-time analytics for restaurant operations and cost management.

Wertu

Automated bookkeeping and tax management for expats in Spain.

Tendi

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

FreeAgent

Manage finances, invoices, and taxes effortlessly in one place.

Pluto

Personal finance management with tailored insights and education.

Financial Fusion

Virtual financial advisor delivering real-time insights and reports.

neonFin

Financial calculators for tracking and analyzing spending habits.

SpendSights

Automates expense tracking by categorizing transactions from bank statements.

MoneyCoach

Personal finance management for tracking expenses and budgets.