Wealth management 18

MAPLE is a digital financial advisor providing personalized financial planning and advice. MAPLE is a fully digital, micro-personalized financial planning platform designed to bring your financial world together. It acts as a next-gen financial advisor, providing personal advice to help users achieve their financial goals. MAPLE analyzes assets, tracks goals, and delivers personalized recommendations to optimize wealth. It offers features like financial checkups, exposure reviews, risk assessments, cash optimization, debt analysis, and retirement readiness assessments.

A portfolio tracking platform for diverse assets with AI-powered analysis and privacy. fullfolio.de is a platform designed to help investors track and manage their entire portfolio across various asset classes, including stocks, real estate, cryptocurrencies, art, watches, classic cars, NFTs, and coins. It provides a unified dashboard to monitor performance, visualize total wealth, and gain AI-powered risk analysis. The platform emphasizes privacy with local data storage.

AI-powered crypto trading and portfolio management platform. Wisdomise is an AI-powered platform democratizing wealth management by bringing market intelligence and trading capabilities to everyone. It offers AI-driven crypto trading and insights, including coin radar, social radar, technical radar, and whale radar. The platform allows users to discover trending coins, validate insights with market data, and automate trades with an Auto Trader.

AI wealth platform for tracking investments and growing wealth with personalized insights. Principal is an AI wealth platform designed to help users see all their money in one place, track investments, and get personalized insights to grow their wealth. It allows users to connect all their accounts, monitor their net worth, and make informed financial decisions. Principal supports linking over 11,000 banks and brokerages, offers AI-powered financial updates, and provides multi-currency support.

Crypto automation and real-world investments for passive income. Zintra bridges cutting-edge crypto automation with tangible, sector-based investment opportunities. From daily ROI to long-term asset-backed returns, Zintra offers a smarter way to build passive income. It provides high-performance trading bots and real-world investment opportunities designed to grow your wealth daily.

Investment platform for passive ROI in real estate, crypto, and agriculture. Zirouse is an investment platform designed to help serial investors grow passive ROI and secure their financial future. It offers diverse investment opportunities across categories such as Real Estate, Trading Bot, Agriculture, and Supply Chain. The platform emphasizes providing strong REIT investment returns and making crypto investing simple, secure, and profitable, leveraging over 9 years of experience and managing over $50M in assets. Zirouse also supports farmers with market data and features projects like high-speed rail and housing, promising long-term value and stable returns.

Curated directory of AI tools for automating investing, trading, and wealth management. AI Investing Tools is a curated directory of AI tools designed to help users automate investing, wealth management, and trading. It offers a collection of AI-powered solutions for developing trading strategies, analyzing markets, rebalancing portfolios, and more. The platform aims to provide retail traders, vendors, securities investors, wealth managers, investment analysts, venture capitalists, AI researchers, and affiliates with the resources they need to leverage AI in the financial world.

Intelligent personal finance platform for investment tracking and budget management. Money Owl is an intelligent personal finance platform designed to help users take control of their financial future. It offers tools to track investments, manage budgets, and achieve financial goals. The platform provides features such as a wealth dashboard, expense tracking, portfolio management, and bank integrations. It also offers AI-powered financial assistance and customized financial insights.

Digital family office providing access to top fund managers and investment tools. Arta Finance provides access to top fund managers and smart investment tools, leveraging tech and financial expertise to help users grow, protect, and enjoy their wealth on their terms. It positions itself as a digital family office, offering services like access to private markets, tax-efficient investment strategies, and AI-managed portfolios.

AI financial coach for budgeting, tracking, and optimizing finances via chat. BudgetGPT is an AI-powered financial coach designed to help users build budgets, track spending, and optimize their finances through a conversational chat interface. It aims to provide insights, help users stay on budget, and grow their wealth without the need for spreadsheets or manual tracking.

AI-powered tool for personalized investment plans and financial guidance. MyInvestment-AI is an AI-powered tool that provides personalized investment plans tailored to individual financial goals, preferences, and risk tolerance. It simplifies investment decisions by analyzing a user's financial situation and crafting a comprehensive, easy-to-understand investment roadmap. The tool aims to empower users to make informed decisions and grow their wealth without the high costs associated with traditional financial advisors.

Wealth management app for HNWI investors, offering diverse global investment opportunities and personalized portfolio management. Keenai Wealth is a wealth management app designed for high-net-worth individuals (HNWI) and accredited investors. It offers bespoke investment opportunities across 40+ global markets, backed by deep insights and tailored to individual needs. The platform provides access to a diverse range of investment products, including equities, bonds, options, hedge funds, and private markets, all within a secure and user-friendly environment. Keenai Wealth aims to provide a superior private banking experience at your fingertips, leveraging augmented intelligence and AI-driven analytics to help investors make informed decisions and secure their financial future.

AI-powered tool for personalized investment plans and financial strategies. MyInvestment-AI is an AI-powered tool designed to provide personalized investment plans. It offers a neutral approach to investing, focusing on optimizing financial journeys with clarity and insight. The tool analyzes financial situations, goals, preferences, and risk tolerance to craft tailored investment strategies. It aims to simplify investment decisions and empower users with AI-backed suggestions, offering cost-saving and time-saving benefits compared to traditional financial advisors.

AI platform for personalized, explainable financial guidance. EQUO is a multi-agent AI platform designed for 'geeks' and 'everyone' that delivers personalized, explainable, and proactive financial guidance. It connects user accounts, understands their goals, and provides data-backed recommendations to help them make smarter financial decisions with confidence. EQUO aims to outperform expensive wealth managers and generic financial apps by offering tailored strategies instantly at the user's command.

Kairos Financial helps users find and optimize financial products using AI. Kairos Financial helps users discover financial products they may be missing and optimize their existing ones. It aims to provide users with confidence and control over their financial stack by offering personalized recommendations based on their financial situation and goals. The platform utilizes proprietary AI technology to analyze user data and suggest a curated set of financial products, referred to as a 'Finstack'. Kairos Financial also provides educational resources and vets recommended products through a rigorous due diligence process.

All-in-one platform to manage and boost wealth with investment tracking and AI analysis. Moning is an all-in-one platform designed to help users manage and boost their wealth easily. It provides tools to track investments, anticipate dividends, and make informed decisions using AI analysis and safety scores for stocks, ETFs, and cryptos. The platform aims to give users a global view of their wealth, avoid costly mistakes, and increase their performance.

AI money app providing portfolio diagnosis and stock trading signals. Ed Wealth is an AI-powered financial assistant and money app designed for professionals, founders, and high earners. It securely links to user brokerage and financial accounts in read-only mode to provide a comprehensive Money Diagnosis, highlighting concentration risks, asset exposure, and idle cash. Ed helps users understand their financial position in context and tracks progress toward financial goals like buying a house or maximizing retirement funds. Additionally, under the Edgen Search integration, it offers AI-driven trading signals, entry prices, stop losses, and complete investment theses for US stocks, Hong Kong stocks, and digital assets/cryptocurrency.

AI-driven wealth management platform connecting all assets in one app. Figg Wealth is an AI-driven wealth management platform that allows users to connect all their investment assets from various sources like banks, private banks, brokerage accounts, property, cars, and collectables into one app. It streamlines financial decisions with an AI-powered knowledge base, provides AI-driven asset valuation, portfolio sentiment analysis, and watchlist sentiment analysis. Figg Wealth emphasizes security, using regulated vendors and encryption to protect user data.