Wealth management fintech company

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
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.
Decode Finance Build a better retirement portfolio.
Clapp Finance Clapp is an all-in-one platform that simplifies digital asset investing by combining high-performance trading, automated portfolio management, and real-world crypto spending—making sophisticated financial tools accessibl
FinoSphere Pro Free all-in-one finance calculator for all
Wealora Track every asset you own in one place
MillionZero Investment Portfolio Builder Build a smarter investment portfolio in minutes
Valuefocus Value any stock with AI — through the lens of investing masters
1Dash — Pocket Accountant Your entire financial life. One AI-powered dashboard.

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

Product
Auspex Intuitive, Simple Stock Analysis
DealBeast Real estate investment analysis
MarketAnalysis,Free Stock Analysis Stock analysis platform
KaiMoney Loans backed by your investment portfolio, no credit score
Stockitize - AI-Powered Stock Research Advanced AI-powered stock analysis and portfolio management
CoinIQ Don't just track your portfolio, understand it.

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

Product
Barudion Dynamic Portfolios Powered by Bayesian Strategies
Gainify Powerful stock research with institutional-grade data & breakthrough AI.
StockTradeIQ AI stock analysis & portfolio tracker with stock news, alerts & AI research chat
AI Stock Generate professional-grade stock analysis reports with one click

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
Tibo stated sub-$2M ARR at sale and $6–7M later, not catalog $3.5M In a January 2024 Bootstrapped Founder interview, Thibault Louis-Lucas did not quote a $10M sale price or $3.5M ARR; he said Lempire acquired them below $2M annual recurring revenue and that they were nearing $6–7M, with
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

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