Best AI-powered wealth management platform Alternatives in 2025
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Cut financial confusion with Steve, your AI financial coach. Get proactive guidance to build wealth, achieve independence, and reach your money goals.
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See all your accounts in one place, track investments, and get personalized insights to grow your wealth. Understand your finances and make informed decisions.
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Full net worth analysis and personalized recommendations, with an AI Assistant.
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Nextvestment: AI-powered investment platform for institutions & advisors. Features Gen AI recs, intl. convos, compliance, insights. Transform wealth management now!
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Unlock the future of real estate with Realiste AI. By harnessing the power of advanced artificial intelligence, Realiste AI offers a suite of tools that empowers users to make smarter, data-driven decisions in the ever-evolving real estate market.
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Unlock smarter stock trading with AInvest. AI analysis, real-time insights, and Aime, your personal AI advisor, empower confident financial decisions.
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RAFA is a modern investment research platform for US markets and cryptocurrencies. RAFA apps empower investors by providing instant access to market insights generated by advanced quantitative and AI models.
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Unify all your investments (stocks, crypto, bonds & more) in one secure platform. Get deep portfolio analysis, track income, and manage everything with AllInvestView.
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FastTrackr AI for financial advisors: Automate workflows, ensure SOC 2 compliance, and save 10+ hours weekly. Reclaim time for clients.
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Powered by cutting-edge AI technology, WeFIRE is a fully interactive personal finance copilot, providing personalized services 24/7.
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Made by the geeks for the geeks. EQUO is a multi-agent AI platform delivering personalized, explainable, and proactive financial guidance. We connect your accounts, understand your goals, and provide data-backed recommendations so that you can make smarter financial decisions with confidence.
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Discover wallet.AI, the AI-powered software that revolutionizes personal finance management. Get personalized insights and real-time monitoring to make informed financial decisions.
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7Assets is a cutting-edge, AI-powered digital platform for wealth management, offering a holistic view of your entire portfolio, including cash flow, real estate, securities, cryptocurrencies, and more.
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Capital Companion is an AI-powered stock analysis platform for US & Canadian traders. Offers real-time insights, trend predictions & risk management tools. Empower your trading with 10 free AI requests/month.
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Access a constantly updated, handpicked collection of AI investing tools that help you make more money, develop trading strategies, automate investing, rebalance your portfolio, and analyze markets
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Centauri AI is a modern data platform for institutional investors to process and analyze complex investment asset data, starting with Structured Finance.
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Navigate markets confidently with Intellectia AI. Get AI-powered stock & crypto insights, daily picks, swing trading signals & financial analysis.
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Boosted.ai is an AI-driven investment platform. Offers tools for stock picking, portfolio construction & research. Empowers managers to optimize portfolios. Streamlines workflows & enhances performance.
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Connect your brokerage accounts! Invesst provides AI-driven portfolio insights, automated research & valuation tools. Invest smarter!
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Unlock the future of investing with Leeway’s AI-driven stock analysis. Experience informed decision-making, risk management, and personalized portfolio diversification. Join now for profitable insights!
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Unlock AI-first investing with RockFlow. Instantly build smart, personalized portfolios, get daily trading insights, and auto-manage risk effortlessly.
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Gaus: Your personal AI investment analyst. Get tailored, proactive insights & cut market noise to make smarter, faster investment decisions.
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Paraedge is an all-in-one investment research dashboard that helps retail investors gain insight into financial markets.
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Secure AI meeting automation for financial advisors. Reclaim time, boost capacity & deepen client relationships with compliant, purpose-built AI.
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ML Alpha - Empower investors with AI insights & community marketplace. Discover top portfolios, use powerful tools. Monetize expertise. Start smarter investing now!
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Empower your stock market decisions with our AI Copilot at stocknear. Get real-time insights and analysis for data-driven trading.
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Discover STRATxAI's AI-driven investment technology: personalized portfolios, seamless integration, and comprehensive tools for businesses to drive revenue growth.
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Arya.ai delivers production-ready AI solutions for banks, insurers & lenders. Accelerate deployment with secure, finance-specific models & low-code APIs.
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Financial SaaS platform that transforms your financial data into actionable insights.
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FoundrAI is an AI-driven platform tailored for aspiring entrepreneurs, providing personalized roadmaps and step-by-step guidance.