Financial Planning AI tools, A–Z

2K empowers users to make informed financial decisions and foster conscious spending habits.

7Assets is a digital platform for managing and organizing your finances and assets using AI.

Turns book wisdom into actionable insights using AI frameworks.

Digital family office providing access to top fund managers and investment tools.

BeeKrowd is a modern learning platform with AI-powered financial modeling and coding education.

AI-powered app for credit card debt management, on-time payments, and rewards.

AI financial coach for budgeting, tracking, and optimizing finances via chat.

AI-powered budgeting and financial analysis platform for SaaS startups.

AI-powered finance app for budgeting, expense tracking, and personalized financial insights.

Debt and money management platform for consumers and lenders.

AI platform for interacting with diverse AI personalities for personalized conversations.

Crbit is a personal finance app for budgeting, expense tracking, and financial collaboration.

AI platform for personalized, explainable financial guidance.

AI-powered subscription manager for expense tracking and personalized financial advice.

Ask your financial model anything.

AI-powered financial guidance that turns data into actionable roadmaps.

AI-powered investment manager with personalized portfolios and automated adjustments.

Front Street tracks purchases, integrates loyalty programs, and provides financial insights and savings.

AI-powered platform for personalized goal setting, planning, and achievement.

Helps federal employees in FERS plan and optimize retirement annuity benefits with tools.

Investment portfolio analysis tool providing insights on risk, diversification, and performance.

Kairos Financial helps users find and optimize financial products using AI.

LoanSim helps you track, forecast, and understand your loans by adjusting repayment options.

AI-driven money management app for couples to track finances and save together.