Maybe

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
Fingarden.io Financial Planning Simplified
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
Wealnest - Wealth Management Platform Manage your wealth with the peace of mind you deserve
Wealth management fintech company Wealth management fintech company
FutureAdvisor The online financial management service for everyone.
Daptiv Daptiv offers project and portfolio management software that provides demand management, resource planning, and time management services.
Kairos Financial Wealth management for the rest of us
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.

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

Product
The Ledger Terminal Log-scale valuation charts, 15 years of financials, and a proper screener — fundamental stock analysis on one page.
Intellectia.ai AI helps you pick stocks and crypto efficiently
Primavera P6 Oracle Primavera P6 is a professional enterprise software designed for portfolio management.
PortfolioShop PortfolioShop is one of the leading portfolio management software that has been delivering solutions for shadow accounting, performance measurement, risk management, and client reporting.
Delta Delta is the ultimate cryptocurrency portfolio management tool.
Rundit The best-in-class VC portfolio management & monitoring tool

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.