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Investing & wealth management market map →Among 774 Investing & wealth management products tracked by Astracia.
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About the startup
Open source wealth management platform
Alternatives to WealthBot.io
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.
| Product |
|---|
Wealnest - Wealth Management PlatformManage your wealth with the peace of mind you deserve |
Wealth management fintech companyWealth management fintech company |
ArthyaanSimplifying Family Wealth Management with Smart Technology. |
Wealth ReaderBanking aggregation API for accounts, cards, loans and investment portfolios in 61 countries. ISO 27001. Authorised by Banco de España. |
Your Wealth SignalAI stock analysis and insights |
Sable Venture CapitalAI-powered investment platform for wealth growth |
QuantRidgeWealth Management just got easier. |
ForemetricsProfessional stock analysis, projections & wealth insights. |
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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 |
|---|
Stock AIAI-powered Indian stock analysis and signals |
TraderPierPractice and trade US stocks & ETFs bar by bar in real-time. |
BarudionDynamic Portfolios Powered by Bayesian Strategies |
GainifyPowerful stock research with institutional-grade data & breakthrough AI. |
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 |
|---|
Tanium: The Father and Son Who Sold BigFix to IBM, Then Spent Five Years in Silence Building Something 10,000 Times FasterDavid Hindawi, an Iraqi-born immigrant with a Berkeley Ph.D. in operations research, and his son Orion built the endpoint management company BigFix starting in 1997 and sold it to IBM in 2010. In 2007 they had already st |
Plaid: Two Bain Consultants Who Preferred "Pushing Code to Pushing Power Points" Failed at Consumer Apps and Built the Plumbing of Fintech InsteadPlaid was founded in New York in 2012 by Zach Perret and William Hockey, who met as associates at Bain & Company in Atlanta. They set out to build consumer finance apps, but repeatedly failed to get usable data from bank |
CoreWeave: Three Energy Traders Put One GPU on a Pool Table, Became One of the Largest Ethereum Miners, and Turned Their Crypto Hardware Into the Cloud Behind the AI BoomMichael Intrator and Brian Venturo had traded carbon credits and run a natural gas hedge fund; Brannin McBee ran the data firm they used. Around 2016-2017, with time on their hands after closing the fund, they started mi |
Crusoe: A Quant Trader Came Down From Everest, Heard About Flared Gas From a Childhood Friend in Oil, and Built an AI Infrastructure Company Around Moving Data Instead of EnergyAfter a decade in quantitative trading and a stint at a crypto fund, Chase Lochmiller left work in 2018 to climb Mount Everest and think about what to do next. Back in Colorado, his high-school friend Cully Cavness, from |
Browse Finance & Payments categories
See all →Subcategories in the same part of the directory, with the number of listed products.
| Category |
|---|
Crypto & digital assets2,574 listed products |
Personal finance & budgeting2,313 listed products |
Accounting & expense management1,129 listed products |
Payments & point of sale896 listed products |
Invoicing & subscription billing562 listed products |
Fundraising & equity management351 listed products |
Banking & lending125 listed products |
Tax & financial compliance122 listed products |