Best wealth tools in 2025

YNAB (You Need A Budget)

Budgeting software for managing expenses and savings effectively.

CorgiLabs

Payment optimization and fraud detection for businesses.

PennyFlo

AI-driven contract automation for quick invoice generation.

AskGaryVee

Get personalized business advice inspired by Gary Vaynerchuk.

The Neuron

Stay informed with daily updates on AI advancements.

Tickeron

AI-driven insights for stock market analysis and predictions.

Harriet.ai

Real-time financial management for small businesses.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Journo ai

Automates writing tasks for financial journalists.

TradeUI

Insights into options flow and market analysis for traders.

Krecicki

Analyze market trends for meme coins on Solana.

Timmy

Personal finance companion for tracking spending and saving smartly.

Heimdall gpt

Track and analyze spending habits across multiple platforms.

LightPDF

Engage with documents through interactive question-and-answer sessions.

VCHunt

Connects startups with potential investors and funding opportunities.

FinanceOps

AI-driven collections workflow management for faster debt recovery.

Borea AI

Predicts stock prices and provides investment insights.

Eilla

Intelligent platform for streamlined investment analysis.

Castello

Navigate investments with real-time insights and personalized data.

ReceiptUp

Digitizes receipt data for efficient financial management.

Freshly

Analyze stock relationships to find trading opportunities.

Skills.ai

Instantly create reports and presentations from data insights.

Jinnee

Virtual assistant for fintech, providing instant banking support.

AI4Fire

Personalized financial coaching for early retirement planning.

EOSI Finance

Automated crypto trading with AI for all skill levels.