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Wealth management
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.23 Aug 2024Readmore -
Personal finance
WeFIRE is an AI-powered personal finance copilot designed to help users achieve financial freedom. It analyzes user accounts, provides personalized financial insights, and offers tools for budgeting, investment, and FIRE (Financial Independence, Retire Early) planning. WeFIRE aims to simplify financial management and empower users to make informed decisions.20 May 2024Readmore -
Personal finance
Crbit is a personal finance management application designed to help users supercharge their finances through collaboration, budgeting, and saving. It offers features such as expense tracking, financial planning, money management, recurring transaction tracking, split transaction tools, financial goal setting, digital receipt organization, an AI financial assistant (Wally), voice notes, and speech-to-text functionality. Crbit aims to enhance financial literacy and facilitate financial collaboration among family and loved ones.13 Dec 2024Readmore -
Startup finance
EvryThink is a financial planning tool designed for startups, SMEs, and freelancers. It helps users manage their business finances by providing essential planning features. It covers planning, accounting, invoicing, expense planning, talent planning, forecasting, and budgeting. It is AI-powered, multi-currency, and multilingual.30 Aug 2024Readmore