Best wealth management performance tools in 2025

Candlestick

AI-driven investment guidance for smarter financial decisions.

Finance Rants

Discover your financial personality and enhance money management skills.

Magnifi

Personalized investment guidance powered by AI.

Free trial + from $11/m
open
Maple

Modern financial advisor for personalized investment management.

Business Plan Factory

AI-driven business planning with tailored strategies for entrepreneurs.

Personal Capital

Financial management solution for tracking and planning money.

RAFA

AI-driven investment support for smarter financial decisions.

Moning

User-friendly investment management support and insights.

FinGPT

Advanced AI for financial analysis and decision-making.

Gorilla Terminal

AI-powered financial insights for quick stock analysis and updates.

Freshly

Analyze stock relationships to find trading opportunities.

Macromicro

Analyze global market data and visualize investment strategies.

MonkeeMath

Real-time stock sentiment analysis using AI and social media insights.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

FinNews

Get real-time insights on stocks, crypto, and forex news.

STRATxAI

AI-driven investment solutions tailored for individual goals.

Slated

Efficient data analysis for informed investment choices.

Decode Investing Stock Analysis

AI-driven stock market analysis for informed investing decisions.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

BeatandRaise

Instant access to SEC filings and data analysis tools.

Seeking Alpha

Comprehensive stock market analysis and research for informed investing.

mool.ai

Accelerates document creation for strategic teams using specialized templates.

Fintool

AI-driven equity research assistant for instant financial insights.

Norn

AI-driven insights for smarter stock market decisions.

Zillion

AI-powered analysts for enhanced financial productivity.