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Wealth Management Automation Related Products
goodfin
Building the next generation of wealth
AI-Powered Portfolio Management
Principal
Your AI-powered wealth platform
AI-Powered Wealth Management
Streetbeat
Your J.A.R.V.I.S. for Finance
AI-Powered Investment Advice
Lucite
Automating deliverables for finance professionals.
Investment Banking Presentation Automation
Valuemetrix
Empower your investment journey!
AI-Powered Insights
Wealthfolio
Secure, offline portfolio management for your financial data.
Portfolio Management
ProSights
AI-Native Operating System for the Modern Investment Firm
AI-Powered Investment Analysis
Finlo
AI-powered financial research assistant for data-driven decisions
AI-Powered Stock Analysis
Koshex
Automating wealth creation for 400M Indian millennials
Automated Investing
Bilanc
Unit Economics on autopilot
Unit Economics
Coinrule
Coinrule Automates Your Crypto and Stocks Investments
Automated Trading
Stack Wealth
New age wealth management app for India
Automated Investing
Easyplan
An AI-driven investment app for beginner investors in India
AI-Powered Investment Planning
Innovatex
Flexible AI for HR and Finance operations.
AI-Powered HR & Finance Automation
Metal
AI Accelerated Deal Flow and Portfolio Intelligence
Deal Flow Acceleration
AlphaWatch AI
AI copilot for hedge funds with trusted data
AI-Powered Research
GoldenBasis
Modern back-office software for brokerages
Asset Transfer Automation
Saturn
Compliance and back office workflows for Wealth Managers.
Wealth Management Automation
FINNY AI
Using ML to supercharge organic growth for Financial Advisors
Prospecting Automation
Nuvio
An AI CFO to handle your income, expenses, and cash flow
AI-Powered Financial Tracking
Saturn
Backoffice and compliance automation for wealth managers
Investment Research Automation
Model ML
AI tool for private equity firms and investment banks.
AI for Finance
Confido
Financial automation and intelligence for CPG Brands
Financial Automation
Brex
Business accounts, corporate cards, and spend management software.
Corporate Cards
Fintelite
Intelligent Process Automation for Lending.
AI-Powered Loan Approval
Finigami
Automate document processing with GenAI in seconds
Document Processing Automation
Winford AI
AI-Powered Software for Institutional Credit Investors
Loan Portfolio Monitoring
Feather
The first AI for finance.
AI-Powered Financial Analysis
Diligent
GenAI assistants for fintech risk and compliance operations
AML Compliance Automation
Whiz
Transforming Finances, Maximizing Your Money Potential.
AI-Powered Financial Management