Best wealth management software tools in 2025

VCHunt

Connects startups with potential investors and funding opportunities.

Origin

A comprehensive financial management resource for individuals.

Quicken

Comprehensive personal finance management software for budgeting and tracking.

Wefire

Personal finance assistant for managing savings and spending.

Paid + from $8.99/m
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Charli AI

Automated investment insights for smarter portfolio management.

Financialinsights.ai

Analyze financial documents for clear insights into companies' health.

HotBall

AI-driven insights for refining startup strategies and pitches.

Dimey.AI

Instantly validate your business ideas with comprehensive analysis.

Zillion

AI-powered analysts for enhanced financial productivity.

My-legacy.ai

Securely manage and protect important personal information.

FinFit

Personal finance prompts for informed financial decision-making.

MoneyFarm

Online investment management for personal financial goals.

Wealthfront

Automated investment management with high interest savings options.

7Assets

Organize and analyze your financial assets effortlessly.

HeyPat

An AI companion for instant information and updates.

CompanyGPT

Discover companies based on growth metrics and employee counts.

CEOBuySell.com

Real-time alerts on CEO stock purchases for informed trading.

Free trial + from $25/m
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Tickeron

AI-driven insights for stock market analysis and predictions.

Borea AI

Predicts stock prices and provides investment insights.

Castello

Navigate investments with real-time insights and personalized data.

S32

Personal assistant for understanding property documents and neighborhoods.

Synthetic Standard

Daily news updates focused on artificial intelligence and tech trends.

RealtyOmega

AI-driven insights for smart real estate investments.

Danelfin

AI-driven stock analysis for informed investment decisions.

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