Comprehensive wealth management platform - AI tools

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

Bareksa is an AI-powered investment super app offering diverse investment products including stocks, mutual funds, government bonds, gold, robo-advisor, and Islamic pilgrimage savings, all in one platform with OJK-regulated security.

• Other

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Flanks is a modular wealthtech platform that aggregates, enriches, and standardizes wealth data from multiple sources, enabling AI-driven insights and streamlined wealth management for financial professionals.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Pinnacle Financial Partners provides a full range of banking services including deposit accounts, loans, mortgages, wealth management, and online banking solutions for both personal and business customers.

• Other

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free