Personalized Financial Management Related Products

Truebill
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Truebill

Live your best financial life

Budgeting & Spending Analysis
Fintelite
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Fintelite

Intelligent Process Automation for Lending.

AI-Powered Loan Approval
Buxfer
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Buxfer

Buxfer helps you make better spending decisions by making it easy to…

Budgeting
Trillion
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Trillion

Budget smarter, spend wiser, achieve your financial goals with AI.

AI-Powered Budgeting
8vdx
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8vdx

Enhancing financial underwriting & investing with fine-tuned AI models

AI-Powered Underwriting
Mentum
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Mentum

Wealth Data platform

Financial Data Aggregation
LedgerUp
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LedgerUp

Your first and only finance hire

Automated Bookkeeping
Provisian
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Provisian

Chart your path to long-term financial success

Account Aggregation
ProjectionLab
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ProjectionLab

Simulate your Financial Future

Financial Modeling
Fintual
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Fintual

Wealth manager

Robo-Advisor
Koshex
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Koshex

Automating wealth creation for 400M Indian millennials

Automated Investing
Nuvio
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Nuvio

An AI CFO to handle your income, expenses, and cash flow

AI-Powered Financial Tracking
FINNY AI
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FINNY AI

Using ML to supercharge organic growth for Financial Advisors

Prospecting Automation
Purpose Finance
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Purpose Finance

Accelerating the shift to a more transparent economy

ESG Data & Analytics
Winford AI
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Winford AI

AI-Powered Software for Institutional Credit Investors

Loan Portfolio Monitoring
SimplyBudget
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SimplyBudget

Master your money, reach your goals. SimplyBudget.

Budgeting & Tracking
Easyplan
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Easyplan

An AI-driven investment app for beginner investors in India

AI-Powered Investment Planning
Honeydue
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Honeydue

The simplest way for couples to manage money, together

Couple Budgeting
Decisional AI
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Decisional AI

AI Agent for Financial Analysts

AI Financial Analyst
AlphaWatch AI
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AlphaWatch AI

AI copilot for hedge funds with trusted data

AI-Powered Research
FinFlx
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FinFlx

Flexible Workplace Savings plans for SMEs in MENA.

SME Pension Plans
Metal
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Metal

AI Accelerated Deal Flow and Portfolio Intelligence

Deal Flow Acceleration
Centauri AI
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Centauri AI

The Modern ETL and Data Science Platform for Finance

ETL for Finance
Hubmee
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Hubmee

Organize your life, simplify your world.

Finance Management
Bilanc
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Bilanc

Unit Economics on autopilot

Unit Economics
Innovatex
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Innovatex

Flexible AI for HR and Finance operations.

AI-Powered HR & Finance Automation
Thyme
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Thyme

Meeting intelligence for financial advisors.

Meeting Transcription
Feather
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Feather

The first AI for finance.

AI-Powered Financial Analysis
Human Interest
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Human Interest

The 401(k) for small and medium-sized businesses.

401(k) Plans
Lucite
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Lucite

Automating deliverables for finance professionals.

Investment Banking Presentation Automation