Best wealth management software tools in 2025

Susterra

Advanced analytics for smarter public finance decision-making.

Quadency

Multi-exchange trading and automation for crypto investors.

FinanceBrain

AI assistant offering finance and accounting answers anytime.

Wallet.AI

Financial insights driven by AI for informed decisions.

Circler

Automated bookkeeping for ticket brokers to track finances effortlessly.

Ask AI Credit Expert

Quick answers for credit score and debt management questions.

CCAI's Virtual Assistant

Virtual assistant for navigating credit card options.

Harriet.ai

Real-time financial management for small businesses.

Timmy

Personal finance companion for tracking spending and saving smartly.

AI4Fire

Personalized financial coaching for early retirement planning.

Quantum Trading Research

Actionable market predictions for stocks and cryptocurrency.

Uprise Embedded

Embedded financial advisory for small and medium-sized businesses.

Kniru

Manage personal finances with ease and clarity.

Avanzai

Transforms financial data into clear insights for better decisions.

Globality.com

AI-driven procurement management for smarter spending decisions.

FlowCog

Visual financial management for informed business decisions.

OptionsPro

Market analysis and insights for informed trading decisions.

AICreditRepair

Automated credit repair and monitoring for financial health.

MyLoans

Get instant, personalized advice on student loans.

Kickv1.0

Automated bookkeeping for hassle-free financial management.

Dubify

Efficient financial management for tracking income and expenses.

StratEdgeXAI

AI-driven consulting for startups and small businesses.

cc:Monet

Efficient AI-based finance assistant for automated bookkeeping.

Credit Karma Tax

Access free credit scores and personalized financial insights.

IBM Cloud AI

AI solutions to enhance business efficiency and decision-making.