How it compares
Investing & wealth management market map →Among 773 Investing & wealth management products tracked by Astracia.
- Top 5% of Investing & wealth management products by launches Launches tracked: #14 of 773
Others in Investing & wealth management
Astracia Signal Score
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YouTube
Startups on YouTube →5 subscribers 10 videos 45,384 views
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About the startup
Tired of babysitting a spreadsheet? CoverEdge is the AI-powered Options Income Portfolio Management Software for covered call, cash-secured put, and wheel strategy investors. Research, roll & track premium income with ledger-grade Profit and Loss. 14-day Pro trial — no credit card required. 80+ broker sync.
Alternatives to CoverEdge
Browse category →Reviewed matches are labeled. Other suggestions come from a shared subcategory, use case, source listing or the same category. Compare features and current plans before choosing.
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BarudionDynamic Portfolios Powered by Bayesian Strategies |
Allvue LP Portfolio ManagementAllvue LP Portfolio Management is an intelligent and smart software solution that provides you with features and tools to manage the various aspects of the investment product and portfolios. |
ServiceNow Application Portfolio ManagementServiceNow Application Portfolio Management (APM) supports application rationalization that optimizes spend and aligns your portfolio to the enterprise strategy. |
IntrinsiqqFree stock analysis and fundamental quality scores |
UplandPowerSteering Project Portfolio Management Software enables powerful, scalable and uniquely flexible top-down program and portfolio management. |
Stockitize - AI-Powered Stock ResearchAdvanced AI-powered stock analysis and portfolio management |
Option TrackerPortfolio management and trade analytics for US options traders |
TrackinVProfessional investment portfolio and asset tracking |
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Recently added in Investing & wealth management
Browse category →Added to this directory in the past 30 days. Dates refer to the directory listing, not the product launch.
| Product |
|---|
TraderPierPractice and trade US stocks & ETFs bar by bar in real-time. |
Your Wealth SignalAI stock analysis and insights |
GainifyPowerful stock research with institutional-grade data & breakthrough AI. |
StockTradeIQAI stock analysis & portfolio tracker with stock news, alerts & AI research chat |
Explore expertise in Finance & Payments
See all →Profiles grouped by topic. This does not confirm an offer, availability or a connection to this profile.
| Profile |
|---|
Valerie PhoenixFractional CTO for startups @ Phoenixing |
Richard FelixI help online businesses to get more customers and keep the ones they have. |
Suresh SadhuSAP S/4HANA finance consultant specializing in AI-driven enterprise finance |
Media about Finance & Payments
See all →Shows and channels grouped by topic. A recommendation does not mean this profile was featured or endorsed.
| Show |
|---|
StartupClubYouTube · 74K subscribers |
Unlock | Startup, Entrepreneurship & BusinessYouTube · 4K subscribers |
Gregory Scott Henson - The Startup KingYouTube · 2K subscribers |
Founder stories from Finance & Payments startups
See all →Retold founder accounts from startups in the same category, each linked to the original.
| Story |
|---|
Cory Zue sells a Django boilerplate, not a $10k MRR meterCory Zue says SaaS Pegasus now makes about 80 percent of his income as a one-time Django starter kit, after Place Card Me taught him to sell PDFs for about $5 and after 2021 product income of about $113,000 across his po |
ProjectionLab hit $10k MRR after years of nights and weekendsKyle Nolan says he built ProjectionLab for his own financial plan, did not expect others to want it, and reached $10,000 MRR after more than two years of solo nights-and-weekends work, with a stepwise chart he published |
Jen Yip stayed a company of one at $45,000 ARRJen Yip says she ran Lunch Money as founder, engineer, designer, and support, and that by May 2020 the budgeting app had 600-plus users and $45,000 ARR. Later she wrote that paying subscribers crossed 1,000 and ARR $80,0 |
Brex changed co-CEOs when the company got too large for shared callsHenrique Dubugras says he and Pedro Franceschi invented an internal-versus-external co-CEO split at Pagar.me, repeated it at Brex, then moved to a Chairman and sole-CEO structure as Brex 3.0 and a possible IPO made joint |
Browse Finance & Payments categories
See all →Subcategories in the same part of the directory, with the number of listed products.
| Category |
|---|
Crypto & digital assets2,569 listed products |
Personal finance & budgeting2,292 listed products |
Accounting & expense management1,122 listed products |
Payments & point of sale892 listed products |
Invoicing & subscription billing558 listed products |
Fundraising & equity management350 listed products |
Banking & lending124 listed products |
Tax & financial compliance122 listed products |