Best wealth management Tools

Discover best AI tools for wealth management and compare them for use cases, features and pricing.
  • Zintra

    Crypto automation and real-world investments for passive income.

    20/08/2025
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  • BudgetGPT

    AI financial coach for budgeting, tracking, and optimizing finances via chat.

    28/07/2025
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  • Wisdomise

    Wisdomise is an AI-powered wealth management platform that utilizes advanced artificial intelligence to outsmart the market. It offers a hassle-free environment for monitoring and trading, allowing users to enjoy a simple and secure investment experience.

    14/08/2024
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  • SageFusion

    SageFusion is an artificial intelligence asset management platform that offers a second opinion on investments for accredited investors. It provides low-correlated returns, real-time audits of trades, no lock-up periods, and anonymous trading.

    19/07/2024
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  • Moning

    The all-in-one platform to find and track your investments

    19/07/2024
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  • Wisdomise

    Wisdomise is an AI-powered wealth management platform that utilizes advanced artificial intelligence to outsmart the market. It offers a hassle-free environment for monitoring and trading, allowing users to enjoy a simple and secure investment experience.

    19/07/2024
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  • Tendi AI

    Tendi is your personal AI financial advisor designed to help users set financial goals, plan budgets, reduce debt, build savings, invest wisely, and achieve retirement. It provides actionable insights by analyzing spending, saving, and investing behaviors.

    19/07/2024
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  • MAPLE

    MAPLE is your ultimate financial planning companion, thoughtfully designed from your perspective. It offers a fully digital, micro-personalized platform that brings your financial world together. MAPLE will help you achieve your financial goals.

    19/07/2024
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  • SimplifiedETF

    SimplifiedETF is a smart, safe ETF investing platform designed specifically for beginners. We offer personalized strategies and easy-to-understand financial guidance to help new investors start investing with confidence.

    19/07/2024
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  • JIFFY.ai

    JIFFY.ai is an AI-driven intelligent automation platform that accelerates digital transformation by introducing the power of its no-code solutions.

    10/07/2024
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  • 7Assets

    7Assets is a smart digital organizer for your money and assets, including stocks and real estate. It uses AI to help you easily track and manage your finances.

    28/06/2024
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