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.

TheFinAdvisor.com is an AI financial advisor platform that offers personalized investment strategies and expert guidance tailored to individual financial goals. Users can receive assistance in managing student loans, credit cards, debt restructuring, home purchases, car/truck acquisitions, house market investments, early retirement planning, world travel, and business building. The platform also provides insights on financial topics, encourages user questions, and facilitates community connections with financial experts. Additionally, users can explore various financial services, share reviews, and monetize content as financial influencers.

FiscalNote is a global policy and market intelligence platform that provides AI-powered solutions for managing policy issues, geopolitical and market intelligence, advocacy, constituent services, and more. The platform offers tools for government relations, legal and compliance, executives, public and external affairs, and government agencies. FiscalNote helps organizations better navigate opportunities and risks by providing actionable insights and analysis. Trusted by thousands of customers, FiscalNote offers a range of products and solutions tailored to various industries.

Monarch Money is an all-in-one money management platform that helps you track your finances, collaborate with your partner or financial advisor, and achieve your financial goals. It offers a variety of features, including budgeting, investment tracking, transaction categorization, and financial planning. Monarch Money is available on the web, iOS, and Android.

Mest is a platform that focuses on providing stories and information related to smart money. Users can access a wide range of content, including news, community discussions, and resources to help them make informed financial decisions. The platform aims to empower individuals with knowledge and insights to manage their finances effectively. With a user-friendly interface and a diverse range of topics covered, Mest serves as a valuable resource for those interested in personal finance and investment.

LegalMaps is a collaborative legal spend management platform designed for law firms and businesses to streamline their legal processes. The platform helps users to collaborate effectively, focus on critical matters, simplify strategies, teams, and budgets, leading to less waste, more agility, and better results. LegalMaps offers features such as collaborative legal spend management, real-time tracking, forecasting tools, and transparency in budgets and plans. The platform aims to revolutionize the legal industry by providing automated tools for forecasting legal spend, eliminating manual processes, and enhancing transparency between legal departments and law firms.

AngelList is a platform that provides tools for investors and innovators to grow their ventures. It offers services for venture funds, SPVs, scout funds, and digital subscriptions, aiming to streamline fundraising, deal management, and portfolio operations. With a focus on fueling innovation, AngelList facilitates connections between startups, investors, and industry professionals to drive successful investments and partnerships.

AI for Work is a website that provides a collection of ChatGPT prompts and resources designed specifically for professionals. With over 2000 advanced prompts, the website aims to help users leverage the power of ChatGPT to enhance their productivity and achieve their work goals. The website offers a variety of prompts tailored to different departments and industries, including medical, sales, marketing, executive management, public relations, administrative, religious services, retail, finance, real estate, personal development, customer service, customer success, engineering, legal, education, media and communications, information technology, human resources, and entrepreneurship. AI for Work also provides helpful resources such as custom GPTs and a newsletter to keep users updated on the latest advancements in AI.

Origin is a financial management platform that provides users with a holistic view of their finances, personalized recommendations, and guidance from AI-powered planners and Certified Financial Planners. It offers features such as net worth tracking, budgeting, saving, investing, and tax assistance, all in one place for a monthly fee of $12.99.

Government Technology provides email newsletters that deliver the latest news and updates on various topics relevant to government leaders, including technology trends, artificial intelligence, cybersecurity, digital communities, emergency management, government business, higher education, and K-12 education. These newsletters aim to keep subscribers informed about critical developments and best practices in their respective fields.

Angel Match is a comprehensive online platform that serves as the largest investor database on the internet. It connects startups with over 110,000 angel investors and venture capitalists, streamlining the process of finding funding and building investor relationships. The platform offers features such as investor search and filtering, diverse investor profiles, up-to-date data, and tools like email and elevator pitch generators. Angel Match aims to help businesses expand their network, save time on fundraising efforts, and secure investments from the right investors.

Harver is a talent assessment platform that helps businesses make better hiring decisions faster. It offers a suite of solutions, including assessments, video interviews, scheduling, and reference checking, that can be used to optimize the hiring process and reduce time to hire. Harver's assessments are based on data and scientific insights, and they help businesses identify the right people for the right roles. Harver also offers support for the full talent lifecycle, including talent management, mobility, and development.

Mudrex is a cryptocurrency investment platform that provides users with tools and resources to make informed investment decisions. The platform offers a variety of features, including price predictions, investment guides, and how-to's. Mudrex also has a team of experts who provide support and guidance to users.

AllRize is a legal practice management software designed to streamline operations, enhance efficiency, and improve profitability for modern law firms. It offers a comprehensive solution built on Microsoft 365 platform, integrating CRM, marketing, matter management, and accounting. AllRize aims to provide total transparency, visibility, and control to law firms, helping them make informed business decisions and stay competitive in the legal market.

Cyncrocity is a platform that focuses on event intelligence and event management, aiming to empower global innovation ecosystems. The platform offers solutions such as Event Intelligence, which helps users connect with the right people and ideas at the right time, and Event Management, which provides a digital luxury experience for attendees by managing content, registrations, invitations, and promoting speakers and sponsors effectively. Cyncrocity's mission is to redefine how individuals discover the right connections and ideas within their innovation ecosystem, with a focus on ecosystem mapping to drive real-time innovation.

NonprofitAMA is an AI chatbot designed to provide information and advice on various aspects of nonprofits, including leadership, management, governance, fundraising, marketing, and more. Users can ask questions and receive responses based on curated, high-quality resources. The chatbot aims to offer valuable insights and guidance to individuals involved in or interested in nonprofit organizations.

Kupiks is an AI-powered platform that automates the monitoring of competitor websites, detecting significant changes and delivering actionable insights. By analyzing content updates, pricing adjustments, and new feature rollouts, Kupiks enables businesses to respond swiftly to market dynamics, ensuring they remain competitive and proactive in their strategies.

DipSway is an automated AI crypto trading platform that offers zero configuration, AI-powered trading bots. The platform provides users with the ability to connect to their exchange, turn on autopilot, and start trading without the need for manual intervention. DipSway's proprietary AI model utilizes over 121 technical indicators and 17 pattern detectors to analyze market trends and execute trades efficiently. With features like full profitability analysis, live backtests, and historical performance data, DipSway aims to simplify and optimize crypto trading for both beginners and experienced traders.

Co-Founder AI is an AI-powered tool that accelerates startup success by providing in-depth business reports and actionable insights. It utilizes AI to generate well-structured business plans and offers essential insights to validate IT-business ideas. The tool covers various aspects such as market trends, competitor analysis, sales techniques, and fundraising strategies, enabling users to make data-driven decisions for driving growth.

Insight Monk is a deep tech market intelligence platform provided by BIS Research. It offers over 1000 deep tech market research reports with 5-10 year forecasts across various industries. Users can engage in deep tech discussions, access market statistics, and download graphs and tables for analysis. The platform provides membership plans suitable for students, academicians, and large teams, offering features like expert consultations, access to analyst reports, and personalized research services.

InvtAI is an all-in-one AI service platform for businesses and individuals, offering a range of AI tools and solutions to enhance customer experience, boost productivity, and provide market intelligence. The platform empowers users to leverage AI technology for business development, operations, and daily work tasks, ultimately leading to cost savings and competitive advantages. With features like personalized ChatGPT model training, custom market intelligence reports, and creative content generation tools, InvtAI aims to revolutionize how businesses and individuals interact with AI technology.

Pivotly is an AI tool designed to assist users in finding product market fit. It provides personalized guidance and step-by-step actions to help users navigate the process of identifying the right market for their products or services. With Pivotly, users can streamline their market research efforts and make informed decisions to optimize their product-market fit.

Leadflow is a cutting-edge AI-powered real estate lead generation software that leverages artificial intelligence to provide predictive insights for residential and commercial properties. With a focus on precision and reliability, Leadflow offers personalized data insights, streamlined lead generation, and a competitive edge in the real estate market. By utilizing AI algorithms and historical data analysis, Leadflow helps real estate professionals target potential sellers more effectively, increase lead flow, and close more deals. The platform continuously innovates to provide users with the most valuable property data and a strategic partnership committed to their growth.

Kurby is a real estate AI platform that leverages GPT-4 technology to provide comprehensive location insights for homebuyers and investors. It offers powerful property insights, neighborhood statistics, and personalized recommendations based on millions of real estate data points. Kurby revolutionizes the real estate industry by combining AI insights with real-time market data to help users make informed decisions and find hidden gems in the property market.

Choice Internet Brands, Inc. is a company investing in crypto apps, AI startups, and affiliate marketing. They offer various AI tools such as memecoin.watch for real-time market analysis of meme coins, KidsChatGPT for children's education, and Ai Kids Tablet with an offline AI chat companion for kids. The company is passionate about creation and innovation in the digital space, providing cutting-edge solutions for different industries.

The website is a real estate platform that may temporarily block access to users who are suspected of being bots. It requires JavaScript to function properly and provides a reference ID for users to contact customer service in case of any issues.

Extractify.co is a website that offers a variety of tools and services for extracting information from different sources. The platform provides users with the ability to extract data from websites, documents, and other sources in a quick and efficient manner. With a user-friendly interface, Extractify.co aims to simplify the process of data extraction for individuals and businesses alike. Whether you need to extract text, images, or other types of data, Extractify.co has the tools to help you get the job done. The platform is designed to be intuitive and easy to use, making it accessible to users of all skill levels.

The AI PESTEL Analysis Generator is a powerful tool designed to help organizations understand and evaluate external macro-environmental factors that can impact their business operations. By utilizing artificial intelligence technology, this tool instantly generates a comprehensive PESTEL Analysis based on the company's description. Users can easily edit and download the analysis as an image, enabling them to develop strategic plans to adapt and succeed in the marketplace. The tool simplifies the process of conducting a PESTEL analysis, providing valuable insights for decision-making and planning.

Epique Cloud is a cloud-based platform that aims to empower users to achieve their dreams. It offers services related to real estate through its subsidiaries, Epique Realty, LLC, Epique Realty of California, Inc., and Epique Realty of Nevada. The platform provides a dashboard for users to access terms of service, privacy policy, and opt-in notifications.

AnalyzeMe is an application that allows users to easily conduct PEST analysis. By entering industry and keywords, it provides detailed market environmental analysis. Users can use AnalyzeMe to reassess their business strategies.

Borea AI is an AI application that provides stock price predictions and stock ratings based on past market behavior and historical stock performance. It empowers users to unlock intelligent financial mastery by offering insights on popular stocks, market leaders, index ETFs, top movers, most tweeted stocks, and best-performing predictions. Borea AI serves as a personal financial assistant, but it is important to note that past performance is not an indicator of future results, and professional investment advice should not be substituted.

DataGems is an AI copilot for marketers, offering a personalized AI assistant to automate marketing tasks, optimize campaigns with AI, and provide real-time updates. The platform allows users to choose goals for optimization, leverage AI-generated personas, run data-driven ad campaigns, and iterate on marketing copy using a gamification-style interface. DataGems empowers marketers to stay ahead by uncovering valuable, data-driven opportunities consistently.

Pluto.fi is an AI investing application that provides users with research, insights, and trading capabilities in one platform. It offers personalized AI assistance for making informed investment decisions, analyzing real-time market data, and optimizing investment portfolios. With access to over 40 data sources, Pluto ensures users stay informed and empowered to make prompt decisions. The application is trusted by individuals taking control of their finances and offers features like scheduled prompts, portfolio optimization, attachments & charts, and syncing of financial accounts.

Nyle is an AI-powered operating system for e-commerce growth. It provides tools to generate higher profits and increase team productivity. Nyle's platform includes advanced market analysis, quantitative assessment of customer sentiment, and automated insights. It also offers collaborative dashboards and interactive modeling to facilitate decision-making and cross-functional alignment.

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.

UniQin is an AI-powered e-commerce optimization tool that helps businesses increase their sales and profits on Amazon. It offers a range of features including revenue growth, time and resource efficiency, informed strategic decisions, advanced analytics, Amazon Ads optimization, price and listing optimization, and WhatsApp alerts. UniQin's platform is designed to help businesses streamline their operations, make data-driven decisions, and improve their overall performance on Amazon.

OpenChat is an AI-powered marketing platform designed to help businesses of all sizes streamline their marketing efforts, optimize sales strategies, and unlock unparalleled growth opportunities. The platform offers a suite of tools including tailored marketing solutions, SEO optimization, social media mastery, product pricing optimization, ad optimization, email marketing, content generation, and market research. OpenChat's mission is to empower businesses with cutting-edge AI technology to transform the way they engage with their audience, enhance their online presence, and maximize their revenue potential.

hoopsAI is a pioneering technology company committed to empowering retail investors in the stock market. Our cutting-edge platform leverages the immense power of large language models (LLMs) to provide personalized insights. Through continuous fine-tuning, we enhance customization and precision, enabling you to make informed decisions and maximize your understanding of the markets.

Tremello is a market research platform that uses AI to deliver off-market data. It combines a leading AI engine with human experts to provide bespoke intelligence delivered directly to the user's inbox. Tremello's AI analyzes relationships, identifies patterns, and considers the broader context, delivering meaningful and actionable insights on top of a base human layer. It leverages a diverse range of data sources, including public and private databases, industry reports, social media archives, company websites, and government filings, ensuring a complete and comprehensive picture of the research subject.

Algomist.io is a user-friendly AI system that works 100% on autopilot and gives you the best trading options in the market with our automated AI-driven trading model. No prior experience is required.

Rationale is a cutting-edge decision-making AI tool that leverages the power of the latest GPT technology and in-context learning. It is designed to assist users in making informed decisions by providing valuable insights and recommendations based on data analysis and machine learning algorithms. With its advanced capabilities, Rationale aims to streamline decision-making processes and enhance overall efficiency in various domains.

Dispute AI™ is a credit repair application that leverages Artificial Intelligence to help users fix their credit and increase their credit scores. It automates the process of disputing accounts on all three credit bureaus, provides coaching tutorials, and generates professional letters based on consumer protection laws to effectively remove negative accounts. With Dispute AI™, users can track their results, avoid generic disputes that credit bureaus can reject, and improve their credit scores without the need to hire a credit repair company.

AngelList is a platform that provides tools for investors and innovators to grow their ventures. It offers services for venture funds, SPVs, scout funds, and digital subscriptions, aiming to streamline fundraising, deal management, and portfolio operations. With a focus on fueling innovation, AngelList facilitates connections between startups, investors, and industry professionals to drive successful investments and partnerships.

Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for a monthly fee of $20 and allows new users to ask 3 free questions. The tool is available 24/7 and aims to simplify financial decision-making by providing quick and accurate responses to queries.

EarningsCall.ai is an AI-powered platform that provides stock earnings call summaries and insights to help users turn earnings calls into a competitive advantage. The platform allows users to compare competitors, analyze trends, and make smarter business and investment decisions without the need to read full transcripts. EarningsCall.ai offers instant competitive benchmarking, market trend analysis, and use cases for business leaders, financial professionals, consultants, and advisors. The platform is designed to save time and provide valuable insights for corporate strategy, investment decisions, and financial research.

Mudrex is a cryptocurrency investment platform that provides users with tools and resources to make informed investment decisions. The platform offers a variety of features, including price predictions, investment guides, and how-to's. Mudrex also has a team of experts who provide support and guidance to users.

PeerAI is an advanced AI tool that leverages cutting-edge artificial intelligence technology to provide users with personalized insights and recommendations. The platform utilizes machine learning algorithms to analyze data and generate actionable suggestions across various domains, including business, marketing, finance, and more. PeerAI empowers users to make informed decisions, optimize strategies, and enhance performance through data-driven intelligence.

MyLoans.ai is a free AI tool designed to provide personalized guidance for complex student loans. It offers instant, clear, and accurate answers to student loan queries, helping borrowers make informed decisions about their financial future. By skipping expensive advisors and confusing government websites, MyLoans.ai aims to save users thousands of dollars by leveraging official government sources for guidance.

AI VC was a project that is no longer active. It was likely an AI tool or application related to venture capital. The project may have involved using artificial intelligence to analyze investment opportunities, predict market trends, or provide insights for venture capitalists. Unfortunately, the project is no longer operational, but it may have offered valuable resources and information for individuals interested in the intersection of AI and venture capital.

Langdock is an all-in-one AI platform designed for companies to roll out AI to all employees and enable developers to build custom AI workflows. It offers powerful AI chat, use-case-specific assistants, AI workplace search, and API for building and running agents. Langdock provides model-agnostic, privacy-first, scalable, and measurable features, with expert support assistants for various tasks. The platform is enterprise trusted, with a focus on security and compliance. It is hosted in Europe and offers a 7-day free trial for users to get started.

Skeptical Tom is an AI tool designed to help users control their impulsive shopping habits. The AI Cat feature provides personalized guidance to curb impulsive buys, offering wise whispers to guide users' wallets. Users can reach out to the team at [email protected] for any issues or queries.

Numeno is an AI tool that allows users to personalize every customer touchpoint without the need for data. It enables businesses to tailor product recommendations, content, gaming experiences, educational content, financial services, and marketing campaigns based on real-time user interactions. Numeno's dead-simple API simplifies the process of personalizing user experiences by creating rich models of user behavior and preferences over time.

FutureGPT is an AI tool that leverages the power of GPT-4 to provide advanced predictive capabilities. Users can enhance their results by utilizing this tool, which offers paid predictions. By enabling JavaScript, users can access the app and explore its features to receive accurate and insightful predictions for various purposes. FutureGPT aims to streamline decision-making processes and optimize outcomes through cutting-edge AI technology.

Casca is a revolutionary AI-native Loan Origination System that helps banks and non-bank lenders automate 90% of manual effort in business loan origination. By leveraging AI technology, Casca enables financial institutions to process loans 10x faster, achieve 3x higher conversion rates, and save significant time for loan officers. With features like AI Loan Assistant, digital application processing, KYB checks automation, and document analysis, Casca transforms the loan origination process into a seamless and efficient experience for both lenders and borrowers.

The website is an AI tool called Price Prediction AI Robo Advisor, developed by Regulus Technologies. It provides cryptocurrency trading predictions and news updates. Users can access the platform in multiple languages and find information about various cryptocurrencies. The tool offers price predictions for popular cryptocurrencies like Bitcoin, Ethereum, and Ripple, along with customer support and company details.

CreditHQ is an AI-powered loan restructuring platform that helps users analyze their credit history, compare interest rates, and save money on their loans. The platform offers a range of features, including a credit score simulator, a budgeting tool, and a debt management tool. CreditHQ is trusted by over 5,500 users and companies globally.

CanTax.ai is an AI-powered platform offering instant tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security with industry-leading encryption protocols. The platform's artificial intelligence is proficiently trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability. CanTax aims to simplify the tax filing process and empower Canadians with expert-level tax guidance.

Mojju is a platform offering unique and powerful AI tools built by a dedicated team of experts. The tools include productivity tools, various assistants & guides, business & finance tools, and more. Mojju provides GPTs with API and Knowledge base support, featuring integrations with popular services like Zapier. Users can access custom GPTs for different domains such as business, design, developers, productivity, learning, crypto, finance, lifestyle, and well-being.

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.

FinChat.io is a comprehensive AI-powered stock research platform that provides institutional-quality data and insights to investors. With FinChat.io, you can access accurate financial data on over 100,000 global public companies, as well as company revenue and profit segments, KPIs, analyst estimates, price targets, and ratings. FinChat.io also utilizes cutting-edge AI to build summaries, models, and visualizations, making it easy to understand complex financial data. Additionally, FinChat.io offers a customizable terminal, allowing you to track what matters most to you and auto-save your research. With FinChat.io, you can work faster than ever and make better investment decisions.

Soon is a fully automated crypto investing platform that makes it easy for anyone to invest in crypto, regardless of their experience level. With Soon, you can set up simple buying and selling schedules, automatically reinvest your profits, and even track your capital gains taxes. Soon also provides a robust set of investing features, such as auto-pilot selling, reimburse spending, and stop loss, to give you powerful tools in a simple, intuitive app.

notreload is an AI-based web service that helps users automate public web content monitoring for investing and trading purposes. Its AI and Natural Language Processing (NLP) technology uncover relevant data points within millions of documents and posts instantly. notreload scours all sources of company news, then filters out the noise to deliver short-form stories consisting of only stock-moving content. It tracks anything and alerts you anywhere, eliminating the need for constant checking and re-checking.

DoNotPay is an AI-powered platform that helps consumers fight big corporations, protect their privacy, find hidden money, and beat bureaucracy. It offers a wide range of tools and services to help users with tasks such as disputing traffic tickets, canceling subscriptions, and getting refunds. DoNotPay is not a law firm and is not licensed to practice law. It provides a platform for legal information and self-help.

Stock Market GPT is an AI-powered investment research tool that provides investors with in-depth analysis and insights into global equities. It uses advanced AI models, including GPT-4, to help investors make better investment decisions. The tool offers a range of features, including stock comparison, live data, and growth-focused pricing.