Best wealth management tools tools in 2025

EarningsEdge

Intelligent analysis of earnings calls for informed investing.

Valuemetrix

AI-powered investment analysis for smarter portfolio management.

Morningstar

Investment research and portfolio management for informed decision-making.

StockMarketGPT

AI-powered investment analysis and trading insights.

Free trial + from $13.50/m
open
STRATxAI

AI-driven investment solutions tailored for individual goals.

Streamlined Finance

Investment analysis made straightforward and efficient.

Slated

Efficient data analysis for informed investment choices.

Morphlin

AI-driven investment insights for smarter trading decisions.

Decode Investing

AI-driven insights for understanding earnings calls.

StockGPT

AI-driven financial research for S&P 500 and Nasdaq insights.

investiment.io

Advanced AI for analyzing financial data and trends.

TrendEdge

Access powerful insights from social media and alternative data.

cityfalcon.ai

Personalized financial insights for informed investment decisions.

TradingView

Real-time market analysis and investment tracking platform.

Free + from $12.95/m
open
Tradepost.ai

Advanced AI for insightful stock market analysis and trading strategies.

LevelFields

AI-driven platform for analyzing stock-impacting events quickly.

AllMind AI

Insightful analytics for informed investment decisions.

Free + from $49.99/m
open
Finsheet

Access years of market data directly in spreadsheets.

Stocked AI

AI-driven stock recommendations for long-term investors.

Freshly.ai

Discover stock relationships to enhance trading strategies.

stocknear

Free online platform for real-time stock analysis and market insights.

Trading Literacy

Gain insights and analyze trading performance effortlessly.

Hercule

Investment research automation for smarter decision-making.

Altindex

Investment analysis through unique alternative data insights.

Gorilla AI

AI-driven investment insight and analysis platform.