Question: Is there a secure and private online platform that provides financial planning and investment guidance?

Zactor Tech screenshot thumbnail

Zactor Tech

Zactor Tech is a digital financial wellness platform that offers personalized insights and recommendations to manage savings, goals and retirement. It includes detailed analytics, AI-powered investment advice and strong protections like financial data encryption and token-based authentication. It's available through mobile apps and financial planning calculators, so it's good for people who don't know much about money.

Monarch screenshot thumbnail

Monarch

Another contender is Monarch, a full-featured financial management service that includes tools to track accounts, track spending, analyze investments and create a financial plan. It offers AI-powered transaction rules, flexible budgeting and the ability to collaborate with financial advisors. Monarch has bank-level security and works on the web and mobile devices, so you can use it in a private and secure setting.

Kniru screenshot thumbnail

Kniru

If you want some personalized advice, Kniru is an AI-powered financial advisor service that offers advice on investing, spending, retirement, taxes and other topics. The service offers features like hyper-personalized financial management, savings recommendations and alerts when you're overspending, so you can keep a close eye on your spending.

Oetzy screenshot thumbnail

Oetzy

Last, Oetzy offers personalized advice based on real-time data, with dashboards and customizable alerts. It's designed to make complex financial data understandable, so you can make decisions and work toward your goals privately and securely.

Additional AI Projects

Canua screenshot thumbnail

Canua

Consolidate and track financial accounts, investments, and taxes in one place, automating data collection and categorization for a clear financial overview.

Parthean screenshot thumbnail

Parthean

Automate your finances with AI-powered tools that save, invest, and pay off debt, while providing real-time insights and personalized advice.

Pluto screenshot thumbnail

Pluto

Get instant AI responses to investment questions, backed by real-time market data and intelligent summaries from over 40 sources, to make informed decisions.

Mezzi screenshot thumbnail

Mezzi

Consolidate accounts, optimize portfolio allocations, and minimize taxes and fees with personalized AI-powered recommendations for smart investment decisions.

MyInvestment-AI screenshot thumbnail

MyInvestment-AI

Provides personalized financial plans based on individual goals and risk tolerance, empowering informed investment decisions with AI-driven recommendations.

CoinMD screenshot thumbnail

CoinMD

Receive personalized financial advice tailored to your unique circumstances and goals, available 24/7, at a fraction of traditional advisor costs.

WeFIRE screenshot thumbnail

WeFIRE

Achieve financial independence with personalized support, 24/7, through AI-driven tools and resources that optimize financial management and decision-making.

Kairos Financial screenshot thumbnail

Kairos Financial

Assembles a personalized collection of financial products using AI technology, providing a step-by-step plan to reach long-term wealth and financial goals.

Investipal screenshot thumbnail

Investipal

Create personalized portfolios with precision AI, reducing risk and gaining insights from successful investors, while ensuring efficient onboarding and compliance.

Finance Rants screenshot thumbnail

Finance Rants

Personalized financial guidance and education tailored to your unique financial behavior and goals, powered by AI-driven insights and expert advice.

Public screenshot thumbnail

Public

Get AI-powered fundamental data and custom analysis to make informed investment decisions across a wide range of assets, including stocks, bonds, and crypto.

Real Vision screenshot thumbnail

Real Vision

Unlock informed investment decisions with AI-assisted learning tools, interactive discussions, and a global network of like-minded investors.

InvestGPT screenshot thumbnail

InvestGPT

Get AI-powered insights to inform investment decisions with personalized analysis, market insights, and exclusive tools to maximize performance.

TradeSmith screenshot thumbnail

TradeSmith

Make data-driven investment decisions with automated alerts, risk assessment tools, and quantitative analysis to balance portfolios and manage risk.

RAFA screenshot thumbnail

RAFA

Analyze millions of data points in real-time to uncover hidden risks, identify opportunities, and optimize investment portfolios with personalized AI-driven insights.

Macroaxis screenshot thumbnail

Macroaxis

Create optimal portfolios that outperform the market while protecting against economic bubbles with AI-driven optimization and comprehensive analytics.

FinChat screenshot thumbnail

FinChat

Combines institutional-quality financial data with advanced analytics and conversational AI to accelerate investment research, providing consistent rigor and detail.

PinkLion screenshot thumbnail

PinkLion

Analyze and optimize investment portfolios with AI-driven scenario simulations, asset forecasts, and portfolio analytics, empowering informed decision-making.

AInvest screenshot thumbnail

AInvest

Utilize AI-powered stock screeners, real-time market data, and machine learning-driven portfolio strategies to make informed investment decisions and achieve financial goals.

Composer screenshot thumbnail

Composer

Build and run trading strategies without coding, using AI to automate trades and rebalancing based on individual goals, risk tolerance, and investment style.