Categories
Wealth Management Automation Related Products
LedgerUp
Your first and only finance hire
Automated Bookkeeping
Shiboleth
Shiboleth automates lending compliance for financial institutions…
Compliance Automation
TokenOwl
AI portfolio tools for the next generation of finance
AI Portfolio Analysis
Well Trade AI
Invest smarter with AI-powered tool
AI Stock Analysis
Mentum
Wealth Data platform
Financial Data Aggregation
Thyme
Meeting intelligence for financial advisors.
Meeting Transcription
TradeFlow
We build AI software to automate stock trade settlement.
Trade Settlement Automation
Sphinx
AI-powered KYC automation for enhanced risk management and efficient onboarding.
KYC Automation
OpenBB Terminal
Transform your investment research with AI.
AI-Powered Financial Analysis
Genkin
Track your cash flows with a chat based system
Budgeting & Tracking
Kobalt Labs
AI copilot to automate risk ops for fintechs and banks
AI-Powered Risk Assessment
Quill AI
Automating the job of a financial analyst.
Stock Screening
ManageEngine
Empower Your IT with AI-Driven Solutions for Security, Operations, and Service Excellence.
IT Security
Titan
Titan is building a new Schwab.
Robo Advisor
Centauri AI
The Modern ETL and Data Science Platform for Finance
ETL for Finance
Elphinstone, Inc.
Robo-advisory platform for Pakistan
Retirement Planning
Lumina
AI+human powered automation on job-community platform with 1.5M…
AI-Powered Automation
TeamPal
Build an AI-powered workforce for increased productivity and cost-savings.
AI Workforce Platform
8vdx
Enhancing financial underwriting & investing with fine-tuned AI models
AI-Powered Underwriting
Delphia
Delphia — building at the intersection of consumer data and market…
Data-Driven Investing
People.ai
Harnesses business activity to unlock growth.
Sales Intelligence
Cascading AI
AI Agents for Banking
AI-Powered Loan Processing
FutureAdvisor
The online financial management service for everyone.
Automated Portfolio Management
Luminai
Luminai helps automate repetitive manual work away from your mission…
Process Automation
Workday
Streamlining business processes through data-driven insights and automation.
AI-Powered Finance
Budgetfy Pro
Simplify finances with AI-powered analysis.
AI-Powered Budgeting
Asset Manager Quest
The game where you get to be an asset manager
Asset Management
SmartAsset
Marketplace connecting consumers to financial advisors
AI-powered Matching
Inscribe
Risk Ops Automation
Fraud Detection
Finosu
Streamline your credit workflows, reduce operational costs, and simplify lending.
Loan Automation