AI-powered wealth management platform
Range 是一款由人工智能驱动的财富管理平台，拥有信托顾问。它提供全面的服务，包括投资指导、税务和遗产规划、退休计划以及保险优化。支持持续监控和沟通。
Nextvestment
Nextvestment：面向机构及顾问的AI驱动型投资平台。 功能包括生成式AI推荐、国际化对话、合规性管理和投资洞察。 现在就革新您的财富管理！
AI-powered wealth management platform
| Launched | 1998-09 |
| Pricing Model | Paid |
| Starting Price | |
| Tech used | Webflow,Amazon AWS CloudFront,Google Fonts,jQuery,Gzip,JSON Schema,OpenGraph,HSTS |
| Tag | Data Integration,Tax Assistant |
Nextvestment
| Launched | 2023-09 |
| Pricing Model | Contact for Pricing |
| Starting Price | |
| Tech used | Next.js,Netlify,Gzip,OpenGraph,Webpack,HSTS |
| Tag | Generated Investing Reports,Investing |
AI-powered wealth management platform Rank/Visit
| Global Rank | 469321 |
| Country | United States |
| Month Visit | 61860 |
Top 5 Countries
92.31%
1.55%
1.3%
1.02%
0.91%
United States
India
United Kingdom
Pakistan
Netherlands
Traffic Sources
1.11%
0.97%
0.09%
4.38%
35.79%
57.66%
social
paidReferrals
mail
referrals
search
direct
Nextvestment Rank/Visit
| Global Rank | 10307800 |
| Country | India |
| Month Visit | 281 |
Top 5 Countries
89.22%
10.78%
India
Singapore
Traffic Sources
1.53%
0.84%
0.02%
2.7%
81.2%
13.7%
social
paidReferrals
mail
referrals
search
direct
Estimated traffic data from Similarweb
What are some alternatives?
When comparing AI-powered wealth management platform and Nextvestment, you can also consider the following products
Steve - 与您的AI财务教练Steve携手，告别财务困惑，让理财之路清晰明朗。Steve 将为您提供前瞻性指引，助您积累财富，实现财务自由，并达成所有理财目标。
Principal - 在一个地方查看所有账户，跟踪投资，并获取个性化的洞察力，助您财富增长。了解您的财务状况，做出明智的决定。
PortfolioPilot - 全网价值分析和个性化推荐，与 AI 助理一起使用
Realiste AI - 利用 Realiste AI 解锁房地产的未来。Realiste AI 凭借先进的人工智能技术，提供一系列工具，助力用户在不断变化的房地产市场中做出更明智、更具数据驱动力的决策。