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ETF investing
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.25 Jan 2024Readmore -
Asset management
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.30 May 2023Readmore -
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 -
Portfolio tracking
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.24 Jan 2025Readmore -
AI financial coach
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.26 May 2025Readmore -
Wealth management
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.26 Mar 2025Readmore -
Wealth management
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.21 Feb 2025Readmore -
Estate Planning
My-Legacy.ai is a specialized platform built for estate planning related services. It provides instant answers, personalized recommendations, actionable workflows, and estate attorney references through its AI-powered platform backed by 12 pending patents. It helps consumers and businesses manage digital assets, create emergency binders, plan digital inheritance, and more.19 Apr 2024Readmore -
AI investing
Reflexivity is an institutional-grade analytic tool that allows users to ask questions in natural language to bring data to life. It offers a suite of award-winning analytic tools wrapped in an accessible, natural language-based UX, ensuring strategic decisions are backed by robust data analytics. Reflexivity provides a personal laboratory to test hypotheses using simple language, explore hidden relationships between organizations, and access actionable AI-derived insights across thousands of assets.20 Jun 2024Readmore