Best wealth management performance tools in 2025

Alphanso

Personalized financial planning for achieving life goals.

Pluto

Personal finance management with tailored insights and education.

Greenstick

Engaging platform for practical trading education and psychological skill development.

Maxint

Personal finance tracker for budgeting and net worth management.

Moneymade.io

Explore diverse investment options tailored to your interests.

Fundeze.io

AI-driven matching for startups and investors.

AutoPredict

Predicts vehicle longevity using vast data insights.

PlanGuru

Budgeting and financial forecasting software for informed decision-making.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

RetireMint

Comprehensive retirement planning guide for Canadians.

HelloScribe

Streamlined automation for creating proposals and strategies.

GoodBarber

Create apps easily without coding skills.

Olympia

AI-driven consultants for efficient business operations.

Stocked AI

AI-driven stock recommendations for long-term investors.

MyVest

Streamlined wealth management for personalized investment solutions.

Manager

Free offline accounting software for personal and business finances.

Alpha by Public

Investment assistant providing real-time financial insights.

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.

7Assets

Organize and analyze your financial assets effortlessly.

Relay

Centralized dashboard for investment portfolio management and analysis.

SmartDispute.ai

AI-driven credit repair for effective dispute management.

Free trial + from $49/m
open
Octopus AI

AI-driven financial forecasting and analysis for businesses.

Mest

Monitor finances and analyze investments in one easy place.