Best wealth preservation tools in 2025

7Assets

Organize and analyze your financial assets effortlessly.

Reconcile

Financial management made easy for small businesses.

Subscription + from $30/m
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Qashboard

View and manage all your finances in a single dashboard.

BasilAI

Streamlined financial management for diverse investment portfolios.

Fortune

Automated accounting for real-time financial insights.

Youapp

A connection builder for personal and professional growth.

AI Spend

Monitor and manage OpenAI API spending effortlessly.

Satoshi Nakamoto

Digital currency for direct peer-to-peer transactions and financial control.

Sorted Wallet

A crypto wallet for unbanked users on low-powered devices.

Wealthfront

Automated investment management with high interest savings options.

EQUBOT

AI-driven investment analysis for informed decision-making.

YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

Timmy

Personal finance companion for tracking spending and saving smartly.

Skwad

Manage your budget and track expenses without linking bank accounts.

FreeAgent

Manage finances, invoices, and taxes effortlessly in one place.

SparkReceipt

Streamlined receipt scanning and expense organization solution.

Kudos - Smart Wallet

Smart wallet for maximizing credit card rewards and tracking expenses.

SpendSights

Automates expense tracking by categorizing transactions from bank statements.

MyVest

Streamlined wealth management for personalized investment solutions.

Wallet.AI

Financial insights driven by AI for informed decisions.

Heimdall gpt

Track and analyze spending habits across multiple platforms.

F.I.R.E on track

Monitor financial goals and track progress towards independence.

Kniru

Manage personal finances with ease and clarity.

FinWise

Navigate your financial life with personalized budgeting and insights.

Origin

A comprehensive financial management resource for individuals.