Best AI tools for< Manage Wealth >
20 - AI tool Sites
EquBot
EquBot is an AI tool designed for investment and wealth management. It offers non-advisory institutional solutions powered by IBM Watson. The tool can be accessed at www.QuantumStreetAI.com. EquBot is based in San Francisco, California, and provides advanced AI-driven services to optimize investment decisions and wealth management strategies.
Timmy
Timmy is an AI spending buddy designed to help users save money faster and grow their wealth. It provides personalized spending suggestions, tracks spending in real-time, suggests budgets, and offers weekly tasks to achieve financial goals. Users can subscribe to the newsletter for product updates and releases, but should exercise caution and seek professional advice for financial decisions.
Moning
Moning is a platform designed to help users manage and boost their wealth easily. It provides tools for a global view of wealth, making better investment decisions, avoiding costly mistakes, and increasing performance. With features like AI Analysis, Dividends calendar, and Dividend and Growth Safety Scores, Moning offers a mix of Human & Artificial Intelligence to enhance investment knowledge and decision-making. Users can track and manage their wealth through a comprehensive dashboard, access detailed information on stocks, ETFs, and cryptos, and benefit from quick screeners to find the best investment opportunities.
Betterment
Betterment is an automated investing platform that helps you build wealth, grow your savings, and plan for retirement. With Betterment, you can invest in a diversified portfolio of stocks and bonds, earn interest on your cash, and get personalized advice from financial experts. Betterment is a fiduciary, which means we act in your best interest. We'll help you set financial goals and set you up with investment portfolios for each goal.
Streetbeat
Streetbeat is an innovative investment platform that simplifies and automates investing activities. It serves as a solution for navigating the complexity of financial markets and deriving actionable insights. Streetbeat offers AI Agents for businesses to automate tasks and enhance client services, while individuals can access an AI-powered financial advisor to manage investments. The platform aims to make investing more accessible and efficient for users.
Principal
Principal is an AI-powered wealth platform that helps users manage their finances effectively. It offers a comprehensive view of your financial situation, personalized insights, and recommendations to grow your wealth. With bank-grade security, Principal ensures that your data is safe and secure. The platform is free to use with the option to upgrade for more advanced features and capabilities.
Powder
Powder is an AI-powered clipping software designed specifically for gamers. It offers a range of features such as screen recording, clip contextualization, AI video editing, and content management. Powder uses AI technology to automatically transform gameplay recordings and streams into polished clips optimized for sharing on social media. The tool is available for free for gamers and provides a seamless and efficient way to create compelling video content from gaming sessions.
KGiSL
KGiSL is a BFSI-centric multiproduct enterprise software company focused on insurance, capital markets, and wealth management segments, delivering AI and ML-driven products for a transformative edge. The company offers a wide range of solutions for various industries, including digital transformation, automation, analytics, and IT infrastructure management. KGiSL aims to empower its clients through innovative technologies such as Machine Learning, Artificial Intelligence, Analytics, and Cloud services to enhance productivity and deliver exceptional customer experiences.
Bubble
Bubble is a visual programming platform that allows users to create web applications without needing to write code. It offers a wide range of features such as data management, logic creation, collaboration tools, integrations, and security measures. Users can build complex applications using Bubble's intuitive drag-and-drop interface. The platform also provides resources like an academy, ideaboard, and product design tools to support users in their app development journey.
Responsive.ai
Responsive.ai is a foundational software designed for financial advice, aimed at maximizing advisor productivity through workflow automation, client engagement tools, and AI-powered insights. The platform offers solutions like Prioritize for enhancing relationships and revenue growth, Enable for managing documents and integrations, and Dash for creating seamless digital experiences. Responsive empowers advisors with an API-first ecosystem to deliver advice-led financial services and elevate enterprise value.
MyInvestment-AI
MyInvestment-AI is an AI-powered personal investment platform that offers tailored investment plans to help users achieve their financial goals. By leveraging advanced algorithms, the platform analyzes users' financial data, goals, and risk tolerance to craft personalized investment strategies. With a user-friendly interface and detailed investment breakdown, MyInvestment-AI simplifies the investment process, providing cost-saving and time-saving benefits. The platform ensures data security and confidentiality, offering a fast, personalized, and data-driven approach to investment planning.
Financial Planning
The Financial Planning website is a comprehensive platform that offers insights and resources on various aspects of financial planning, including tax investing, wealth management, estate planning, retirement planning, practice management, regulation and compliance, technology, industry news, and opinion pieces. The site covers a wide range of topics relevant to financial advisors and professionals in the wealth management industry. It also features articles on emerging trends, investment strategies, industry updates, and expert opinions to help readers stay informed and make informed decisions.
Surmount AI
Surmount AI is an automated investing platform designed to make investing accessible to everyone. It utilizes advanced algorithms to provide users with personalized investment strategies based on their financial goals and risk tolerance. With Surmount AI, users can easily create and manage their investment portfolios, track performance, and receive real-time insights to make informed decisions. The platform aims to democratize investing by removing barriers to entry and empowering individuals to grow their wealth through intelligent automation.
MDOTM Ltd
MDOTM Ltd is a global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company offers Portfolio Advisory and Asset Allocation services to various financial institutions. MDOTM's AI platform, Sphere, empowers asset and wealth managers with AI-driven insights, seamless portfolio rebalancing, and automated reports at scale.
EarnAI
EarnAI is an AI-powered platform designed to assist investors in optimizing their investment portfolios. It offers services like portfolio analysis, predictive market insights, personalized stock recommendations, and automated reporting. Whether you’re a beginner or a seasoned investor, EarnGPT provides actionable insights to enhance your investment decisions.
SurferPips
SurferPips is a best-in-class trading robot for forex that provides unmatched AI precision and wealth growth. It is designed to be the ultimate all-in-one trading success tool, offering a range of features such as fully automated trading, customizable risk, and access to ready-to-use strategies. SurferPips is trusted by over 500 successful traders and entrepreneurs and has been recognized as the #1 bot performer of the year.
SAS Blogs
SAS Blogs is an AI tool that offers a platform for advanced analytics, artificial intelligence, and machine learning. It provides insights and resources on various topics such as customer intelligence, data management, risk management, and programming tips. The platform caters to a wide range of industries including banking, healthcare, manufacturing, and sports. Users can access a wealth of information, articles, and events related to SAS software and applications.
CityFALCON
CityFALCON is a financial and business due diligence platform that provides a range of solutions for the needs of a wide audience, including retail investors, retail traders, daily business news readers, brokers, students, professors, academia, wealth managers, financial advisors, P2P crowdfunding, VC, PE, institutional investors, treasury, consultancy, legal, accounting, central banks, and regulatory agencies. The platform offers a variety of features and content, including a CityFALCON Score, watchlists, similar stories, grouping news on charts, key headlines, sentiment content translation, content news premium publications, insider transactions, official company filings, investor relations, ESG content, and languages.
HEAVY.AI
HEAVY.AI is a cutting-edge analytics and location intelligence platform that empowers users to make time-sensitive, high-impact decisions over vast datasets. The platform offers Conversational Analytics, enabling users to ask questions about their data in natural language and view actionable visualizations instantly. With HeavyEco, the platform also supports emergency response efforts by streamlining the management of weather events. HEAVY.AI combines interactive visual analytics, hardware-accelerated SQL, and advanced analytics & data science framework to uncover hidden opportunities and risks within enterprise datasets.
Macroaxis
Macroaxis is a wealth optimization platform that leverages artificial intelligence to help users make informed investment decisions. It offers a range of features to generate optimal portfolios, provide investment insights, and rebalance portfolios efficiently. The platform caters to self-directed investors, finance academia, fintech professionals, and individuals looking to invest with AI-driven strategies. Macroaxis aims to empower users with adaptive investment solutions and resilient portfolio management capabilities.
20 - Open Source AI Tools
Panora
Panora is an open-source unified API tool that allows users to easily integrate and interact with various software platforms. It provides features like Magic Links for data access, Custom Fields for specific data points, Passthrough Requests for interacting with other platforms, and Webhooks for receiving normalized data. The tool supports integrations with CRM, Ticketing, ATS, HRIS, File Storage, Ecommerce, and more. Users can easily manage contacts, deals, notes, engagements, tasks, users, companies, and other data across different platforms. Panora aims to simplify data management and streamline workflows for businesses.
lobe-chat
Lobe Chat is an open-source, modern-design ChatGPT/LLMs UI/Framework. Supports speech-synthesis, multi-modal, and extensible ([function call][docs-functionc-call]) plugin system. One-click **FREE** deployment of your private OpenAI ChatGPT/Claude/Gemini/Groq/Ollama chat application.
chatgpt-universe
ChatGPT is a large language model that can generate human-like text, translate languages, write different kinds of creative content, and answer your questions in a conversational way. It is trained on a massive amount of text data, and it is able to understand and respond to a wide range of natural language prompts. Here are 5 jobs suitable for this tool, in lowercase letters: 1. content writer 2. chatbot assistant 3. language translator 4. creative writer 5. researcher
learn-generative-ai
Learn Cloud Applied Generative AI Engineering (GenEng) is a course focusing on the application of generative AI technologies in various industries. The course covers topics such as the economic impact of generative AI, the role of developers in adopting and integrating generative AI technologies, and the future trends in generative AI. Students will learn about tools like OpenAI API, LangChain, and Pinecone, and how to build and deploy Large Language Models (LLMs) for different applications. The course also explores the convergence of generative AI with Web 3.0 and its potential implications for decentralized intelligence.
ai-models
The `ai-models` command is a tool used to run AI-based weather forecasting models. It provides functionalities to install, run, and manage different AI models for weather forecasting. Users can easily install and run various models, customize model settings, download assets, and manage input data from different sources such as ECMWF, CDS, and GRIB files. The tool is designed to optimize performance by running on GPUs and provides options for better organization of assets and output files. It offers a range of command line options for users to interact with the models and customize their forecasting tasks.
KaibanJS
KaibanJS is a JavaScript-native framework for building multi-agent AI systems. It enables users to create specialized AI agents with distinct roles and goals, manage tasks, and coordinate teams efficiently. The framework supports role-based agent design, tool integration, multiple LLMs support, robust state management, observability and monitoring features, and a real-time agentic Kanban board for visualizing AI workflows. KaibanJS aims to empower JavaScript developers with a user-friendly AI framework tailored for the JavaScript ecosystem, bridging the gap in the AI race for non-Python developers.
arcadia
Arcadia is an all-in-one enterprise-grade LLMOps platform that provides a unified interface for developers and operators to build, debug, deploy, and manage AI agents. It supports various LLMs, embedding models, reranking models, and more. Built on langchaingo (golang) for better performance and maintainability. The platform follows the operator pattern that extends Kubernetes APIs, ensuring secure and efficient operations.
comfyui_LLM_party
COMFYUI LLM PARTY is a node library designed for LLM workflow development in ComfyUI, an extremely minimalist UI interface primarily used for AI drawing and SD model-based workflows. The project aims to provide a complete set of nodes for constructing LLM workflows, enabling users to easily integrate them into existing SD workflows. It features various functionalities such as API integration, local large model integration, RAG support, code interpreters, online queries, conditional statements, looping links for large models, persona mask attachment, and tool invocations for weather lookup, time lookup, knowledge base, code execution, web search, and single-page search. Users can rapidly develop web applications using API + Streamlit and utilize LLM as a tool node. Additionally, the project includes an omnipotent interpreter node that allows the large model to perform any task, with recommendations to use the 'show_text' node for display output.
farmvibes-ai
FarmVibes.AI is a repository focused on developing multi-modal geospatial machine learning models for agriculture and sustainability. It enables users to fuse various geospatial and spatiotemporal datasets, such as satellite imagery, drone imagery, and weather data, to generate robust insights for agriculture-related problems. The repository provides fusion workflows, data preparation tools, model training notebooks, and an inference engine to facilitate the creation of geospatial models tailored for agriculture and farming. Users can interact with the tools via a local cluster, REST API, or a Python client, and the repository includes documentation and notebook examples to guide users in utilizing FarmVibes.AI for tasks like harvest date detection, climate impact estimation, micro climate prediction, and crop identification.
dravid
Dravid (DRD) is an advanced, AI-powered CLI coding framework designed to follow user instructions until the job is completed, including fixing errors. It can generate code, fix errors, handle image queries, manage file operations, integrate with external APIs, and provide a development server with error handling. Dravid is extensible and requires Python 3.7+ and CLAUDE_API_KEY. Users can interact with Dravid through CLI commands for various tasks like creating projects, asking questions, generating content, handling metadata, and file-specific queries. It supports use cases like Next.js project development, working with existing projects, exploring new languages, Ruby on Rails project development, and Python project development. Dravid's project structure includes directories for source code, CLI modules, API interaction, utility functions, AI prompt templates, metadata management, and tests. Contributions are welcome, and development setup involves cloning the repository, installing dependencies with Poetry, setting up environment variables, and using Dravid for project enhancements.
linkedIn_auto_jobs_applier_with_AI
LinkedIn_AIHawk is an automated tool designed to revolutionize the job search and application process on LinkedIn. It leverages automation and artificial intelligence to efficiently apply to relevant positions, personalize responses, manage application volume, filter listings, generate dynamic resumes, and handle sensitive information securely. The tool aims to save time, increase application relevance, and enhance job search effectiveness in today's competitive landscape.
Simulator-Controller
Simulator Controller is a modular administration and controller application for Sim Racing, featuring a comprehensive plugin automation framework for external controller hardware. It includes voice chat capable Assistants like Virtual Race Engineer, Race Strategist, Race Spotter, and Driving Coach. The tool offers features for setup, strategy development, monitoring races, and more. Developed in AutoHotkey, it supports various simulation games and integrates with third-party applications for enhanced functionality.
multi-agent-orchestrator
Multi-Agent Orchestrator is a flexible and powerful framework for managing multiple AI agents and handling complex conversations. It intelligently routes queries to the most suitable agent based on context and content, supports dual language implementation in Python and TypeScript, offers flexible agent responses, context management across agents, extensible architecture for customization, universal deployment options, and pre-built agents and classifiers. It is suitable for various applications, from simple chatbots to sophisticated AI systems, accommodating diverse requirements and scaling efficiently.
tensorzero
TensorZero is an open-source platform that helps LLM applications graduate from API wrappers into defensible AI products. It enables a data & learning flywheel for LLMs by unifying inference, observability, optimization, and experimentation. The platform includes a high-performance model gateway, structured schema-based inference, observability, experimentation, and data warehouse for analytics. TensorZero Recipes optimize prompts and models, and the platform supports experimentation features and GitOps orchestration for deployment.
redis-vl-python
The Python Redis Vector Library (RedisVL) is a tailor-made client for AI applications leveraging Redis. It enhances applications with Redis' speed, flexibility, and reliability, incorporating capabilities like vector-based semantic search, full-text search, and geo-spatial search. The library bridges the gap between the emerging AI-native developer ecosystem and the capabilities of Redis by providing a lightweight, elegant, and intuitive interface. It abstracts the features of Redis into a grammar that is more aligned to the needs of today's AI/ML Engineers or Data Scientists.
lobe-chat-plugins
Lobe Chat Plugins Index is a repository that serves as a collection of various plugins for Function Calling. Users can submit their plugins by following specific instructions. The repository includes a wide range of plugins for different tasks such as image generation, stock analysis, web search, NFT tracking, calendar management, and more. Each plugin is tagged with relevant keywords for easy identification and usage. The repository encourages contributions and provides guidelines for submitting new plugins. It is a valuable resource for developers looking to enhance chatbot functionalities with different plugins.
chronon
Chronon is a platform that simplifies and improves ML workflows by providing a central place to define features, ensuring point-in-time correctness for backfills, simplifying orchestration for batch and streaming pipelines, offering easy endpoints for feature fetching, and guaranteeing and measuring consistency. It offers benefits over other approaches by enabling the use of a broad set of data for training, handling large aggregations and other computationally intensive transformations, and abstracting away the infrastructure complexity of data plumbing.
langchainrb
Langchain.rb is a Ruby library that makes it easy to build LLM-powered applications. It provides a unified interface to a variety of LLMs, vector search databases, and other tools, making it easy to build and deploy RAG (Retrieval Augmented Generation) systems and assistants. Langchain.rb is open source and available under the MIT License.
20 - OpenAI Gpts
WealthWiz
Forward-thinking financial mentor, blending cutting-edge solutions with principles that have stood the test of time
Investment Management Advisor
Provides strategic financial guidance for investment behavior to optimize organization's wealth.
How to Get Rich Using AI
Advises on wealth-building strategies in a friendly, informative way.
Prosperity Master 财神 | Heng (兴) Ong (旺) Huat (发)
Your humorous guide to wealth and prosperity.
Family Asset Management
Guides asset allocation in family segments, focusing on investments.
Personal Business Manager
Seasoned investment manager offering detailed financial plans and strategies.