WealthPilot

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.

Product
Allvue LP Portfolio Management Allvue 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 Management ServiceNow Application Portfolio Management (APM) supports application rationalization that optimizes spend and aligns your portfolio to the enterprise strategy.
Barudion Dynamic Portfolios Powered by Bayesian Strategies
NQI Orchestra A project portfolio management solution. NQI Orchestra helps manage the life cycle of the project portfolios.
Yahoo! Finance At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life.
HappyWise Financial Planning HappyWise is a firm that offers you personalised goal based financial plans that are disciplined, well researched & profitable. We are your go to contact for all wealth management needs to help you identify your real fin
Daptiv Daptiv offers project and portfolio management software that provides demand management, resource planning, and time management services.
Upland PowerSteering Project Portfolio Management Software enables powerful, scalable and uniquely flexible top-down program and portfolio management.

Selected by category and available use-case details. A topic match does not establish equivalent features.

Product
FlashTrades.ai AI powered Stock Research
Budget Personnel Your personal wealth management app in French on Android
1Dash — Pocket Accountant Your entire financial life. One AI-powered dashboard.
Stockitize - AI-Powered Stock Research Advanced AI-powered stock analysis and portfolio management
CoinIQ Don't just track your portfolio, understand it.
Stonk Tracker Advanced stock analysis & short interest tracking platform

Added to this directory in the past 30 days. Dates refer to the directory listing, not the product launch.

Product
TraderPier Practice and trade US stocks & ETFs bar by bar in real-time.
Your Wealth Signal AI stock analysis and insights
Gainify Powerful stock research with institutional-grade data & breakthrough AI.
StockTradeIQ AI stock analysis & portfolio tracker with stock news, alerts & AI research chat

Profiles grouped by topic. This does not confirm an offer, availability or a connection to this profile.

Profile
Valerie Phoenix Fractional CTO for startups @ Phoenixing
Richard Felix I help online businesses to get more customers and keep the ones they have.
Suresh Sadhu SAP S/4HANA finance consultant specializing in AI-driven enterprise finance

Shows and channels grouped by topic. A recommendation does not mean this profile was featured or endorsed.

Show
StartupClub YouTube · 74K subscribers
Unlock | Startup, Entrepreneurship & Business YouTube · 4K subscribers
Gregory Scott Henson - The Startup King YouTube · 2K subscribers

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 meter Cory 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 weekends Kyle 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
J Jen Yip stayed a company of one at $45,000 ARR Jen 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 calls Henrique 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

Subcategories in the same part of the directory, with the number of listed products.