Categories
529 Plan Contribution Related Products
Wealthfolio
Secure, offline portfolio management for your financial data.
Portfolio Management
Numero
Modern financial software for political campaigns and nonprofits.
Political Campaign Finance
Mahaana Wealth
Mahaana is first & only licensed digital wealth manager in Pakistan
Retirement Planning
Koshex
Automating wealth creation for 400M Indian millennials
Automated Investing
500Friends
the best loyalty and retention marketing partner for CMOs.
Loyalty Program Management
Wefunder
We're Robinhood for pre-IPO startups. Everyone can invest $100.
Startup Investing
Tremendous
How businesses send money to people at scale. Fast, free, global.
Global Payouts
Streetbeat
Your J.A.R.V.I.S. for Finance
AI-Powered Investment Advice
FinancialAha
The aha! in financial planning
Financial Projections
Socap.ai
Grow your network and fundraise faster with AI
AI-Powered Networking
FutureAdvisor
The online financial management service for everyone.
Automated Portfolio Management
Giveffect
Fundraising, Volunteer and Donor Management SaaS for nonprofits.
Fundraising Software
Finmark
Financial planning software for startups
Startup Financial Management
Riseup
Personalized financial insights to boost your savings.
Spending Analysis
Magna
Carta for Web3: token vesting and DeFi investment management.
Token Vesting
Codlixe
Balance your life with AI-guided goal setting and journaling.
AI Goal Setting
Blume Benefits
The AI copilot for health insurance brokers.
Insurance Broker Software
Nocket
Save bookmarks, highlights, notes & AI summaries in Notion
AI Summarization
Atomic
API that lets companies embed investment accounts into their services
Investment API
True Link
Financial Services for Financial Caregivers.
Elder Care Financial Solutions
Double
A smarter investing account
Direct Indexing
Fuse
We analyse healthcare provider contracts to maximize insurance revenue
Healthcare Contract Analysis
FinGrow Finance
Your New Go-To For Managing Money
Budgeting
Birdie
Connect LinkedIn to your CRM to automate and track LinkedIn outreach.
LinkedIn Outreach Automation
Fuse
Boosting contracted revenue for US healthcare providers
Contract Analysis
Alma
Gamified mobile banking app where people can win $1M every Wednesday
Gamified Savings
Notion Sites
Launch a beautiful website in minutes
Custom Domain
Principal
Your AI-powered wealth platform
AI-Powered Wealth Management
Genkin
Track your cash flows with a chat based system
Budgeting & Tracking
Collectly
We help healthcare orgs elevate patient billing experience
Patient Billing Automation