Roth Optimizer

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
OpenBudget Connect your bank data to AI and spreadsheets
Beacon Financial independence, precisely mapped
Any Dividend Calculator Free, modern dividend & investment calculators
Norte Get back every benefit your cards already give you
WePitched Investment marketplace for tangible business
Stockvektor Find quality businesses before the market does
BTC Value Calculator Find out what you can buy with your Bitcoin right now.
Glance Track investments across brokers, no more spreadsheets

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

Product
Opula Ask AI about your personal wealth and holdings
InsiderTradeAlerts Real-time SEC Form 4 Insider Trading Alerts
StockGeniuses A decision workspace for stock investors
WelthWest AI Wealth Intelligence Platform
Kinced Home Intuitive financial planning and daily exercises
Pe Tech Knowledge Free stock research for NSE and BSE listed companies

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

Product
Lucid AI-powered bookkeeping, tax, and CFO services
Sonar: Utilization Forecast Project and manage your credit card utilization
The Calculator Hub Free online calculators for mortgages, BMI, calories, percent, age and more, with the formula and a worked example for every answer.
Huumans Funding Engine We launched funding options for Canadian small businesses

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

Profile
Tommi Forsstrom Fractional CPO / Exec Advisor.
Alex Wynn Founder @ That’s Gonna Help | Scaling 🏗️ Growth 📈 Revenue 💰 | Fractional CMO w/ Numbers Addiction | Speaker 🎤 | FinTech / Web3 / iGaming / SaaS
Jess Davis PhD.

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

Show
Global Markets Investor Newsletter
periods Newsletter · David Sable
bradford’s notes Newsletter · bradford cross

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.