Wealthgrade - Alternatives & Competitors

Ranked by Relevance

• 1
  FinWise Personal Finances, Simplified

  FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

  • Free Trial
  • From 9$
• 2
  Strabo Track, forecast & get advice in one place to grow your wealth

  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$
• 3
  Plaid Connect, verify, and enrich financial data securely in real time

  Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

  • Usage Based
• 4
  WeFIRE AI-Empowered Financial Freedom

  WeFIRE is an AI-powered personal finance copilot providing personalized financial insights and planning tools 24/7. It helps users achieve financial independence and retire early (FIRE) through comprehensive analysis and tailored recommendations.

  • Free
• 5
  balance.day Effortlessly Track and Understand Your Personal Finances

  Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

  • Paid
  • From 4$
• 6
  7Assets Your Smart Financial Overview

  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
• 7
  Mezzi AI-powered wealth building and investment optimization platform

  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$
• 8
  Monarch Money The modern way to manage money.

  Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

  • Paid
  • From 9$
• 9
  Know Your Dosh Secure Family Financial Management Platform

  Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

  • Freemium
  • From 5$
• 10
  Basil Manage your money like a pro

  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
• 11
  WalletHub Optimize Your Credit, Budget, and Identity for Free

  WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

  • Free
• 12
  Hubmee Your All-in-One Personal Life Manager

  Hubmee streamlines personal, family, asset, and financial organization with smart management, reminders, and secure cloud storage, available across all devices.

  • Freemium
  • From 10$
• 13
  Maxint Your personal financial analyst. Insight in seconds, compounded forever.

  Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

  • Free
• 14
  Best Money Moves AI-Driven Financial Wellness Platform for Employees

  Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

  • Contact for Pricing
• 15
  Stonksfolio Unified Investment Portfolio Visualization and Management

  Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

  • Freemium
  • From 6$
• 16
  Alphanso Personalized investment advice powered by AI

  Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

  • Paid
• 17
  Bank Statement App AI-Powered Bank Statement Analysis for Financial Insights

  Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.

  • Usage Based
• 18
  wallet.AI Artificial Intelligence for Daily Financial Decisions

  wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

  • Contact for Pricing