Financial Planning for Seniors Related Products

Finmark
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Finmark

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Thyme

Meeting intelligence for financial advisors.

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Summit
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Summit

The AI life coach for your biggest goals

AI Life Coaching
Reviving Mind
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Reviving Mind

Addressing Loneliness and Isolation for Seniors

Loneliness and Isolation
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Mendel

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Alaan
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Alaan

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Unsaddl
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Unsaddl

education benefits for a modern workforce

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Upmetrics AI
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Upmetrics AI

Business Plan & Financial Forecast using AI

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BizPlanner AI
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BizPlanner AI

From a blank page to a professional business plan in a few clicks

AI Business Plan Generator
Healia
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Healia

Modern health insurance for dual income families

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Aqua
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Aqua

The Modern Way for Financial Advisors to Put Their Clients into Alts

Alternative Investments
Lively, Inc.
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Lively, Inc.

Modern employee benefits & health savings account (HSA) provider

HSA Administration
Arpari
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Arpari

Treasury management for CRE

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PayPal
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PayPal

Streamline your finances with a versatile platform for payments, savings, and more.

Digital Wallet
StafBook
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StafBook

Rippling for Southeast Asia

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ErudiFi
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ErudiFi

Digital financial services for students in Southeast Asia

Credit Building
Finary.com
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Finary.com

The new wealth manager for Europe

Portfolio Management
Riseup
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Riseup

Personalized financial insights to boost your savings.

Spending Analysis
doola Bookkeeping
doola Bookkeeping logo

doola Bookkeeping

Focus on your business, let us handle the books.

Automated Bookkeeping
Finku
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Finku

Personal finance platform for Indonesia

Budgeting & Tracking
Alt Asset Report
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Alt Asset Report

Comprehensive reports on alternative assets

Alternative Investments
Collectly
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Collectly

We help healthcare orgs elevate patient billing experience

Patient Billing Automation
Infina
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Infina

Leading wealth management and investing platform in Vietnam

Stock Trading
Pine Park Health
Pine Park Health logo

Pine Park Health

We provide primary care in senior living communities.

Primary Care
yearend
yearend logo

yearend

Optimize your equity and taxes in real-time.

Equity Optimization
peopleCQ
peopleCQ logo

peopleCQ

Employer backed payroll advances for employees in Egypt

Salary Advance
8vdx
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8vdx

Enhancing financial underwriting & investing with fine-tuned AI models

AI-Powered Underwriting
Origin
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Origin

The #1 app to invest, get advice & track spend.

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