Best wealth overview tools in 2025

Charli AI

Automated investment insights for smarter portfolio management.

HelloData

Automated market analysis for multifamily professionals.

Nucleum AI

AI-driven trading assistant for strategy creation and market signals.

StockGPT

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

Alpha Trader

User-friendly trading management for informed decision-making.

EQUBOT

AI-driven investment analysis for informed decision-making.

AlphaResearch

Efficient financial research for informed investment decisions.

NotionVC.com

Streamline venture capital workflows with customizable templates.

TradingView

Real-time market analysis and investment tracking platform.

Free + from $12.95/m
open
Raguie

AI-driven financial assistant for informed investing decisions.

SESAMm

Advanced data analysis for ESG risk management and compliance.

Alpha by Public

Investment assistant providing real-time financial insights.

Notreload

Real-time stock monitoring for informed investment decisions.

Norn

AI-driven insights for smarter stock market decisions.

SEC Insights

Simplified financial document analysis for informed decision-making.

Trading Literacy

Gain insights and analyze trading performance effortlessly.

Relay

Centralized dashboard for investment portfolio management and analysis.

StockGPT.chat

Real-time stock market insights and personalized investment guidance.

Biyond

AI-powered investment insights for cryptocurrency traders.

Stocksignal

Receive timely insights for informed stock trading decisions.

Louply

Discover expertly curated stock portfolios for smart investing.

Babbl

Stay updated with real-time stock market trends and alerts.

Free + from $15/m
open
Incite Advisor

AI-driven insights for stock and cryptocurrency investments.

Tickeron

AI-driven insights for stock market analysis and predictions.

Borea AI

Predicts stock prices and provides investment insights.