CLUSTER FINANCIAL-GOALS-PERSONALIZED · 33 ENTRIES · EARLIEST ENTRY 2025-10-12
Personal finance planning and coaching apps
The cluster consists of digital tools that assess financial health, provide personalized budgeting, savings, investment, and retirement guidance, and sometimes connect users with advisors. Dated entries are sparse from 2012, with a slight concentration in 2025 and early 2026; 12 members have no source date and the pre-index pattern shows an intermittent but non-accelerating emergence. Traction leaders, based on activity signal, are Oportun: Savings & Loans, money-finder, and on-the-line, though all currently show zero stars.
Entry timeline
ENTRY TIMELINE
Each bar is the month a member carries, which is a creation date where the source published one and a crawl date otherwise. Nothing in the index was found before 11 August 2026, and coverage broadened sharply on 14–15 August, so a bar from then on reports how much we found that month, not how much was built; an earlier bar reports how far back a member's own source dated it — not how long we have been watching.
Members by activity
Activity signals, not revenue.
Build origin · 11 ai-built · 2 unlabelled
Operator · 1 hobby · 2 commercial · 10 unlabelled
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 13 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 21Financial Planning Fee Calculator0★unknownliveai-builthobbyCalculator app that determines personalized financial planning fees based on compensation structure and planning needs.
- 22Financial Advisor App0★unknownliveai-builtApp that gives users personalized financial guidance based on their income, spending, and goals.
- 23Free Retirement Assessment | Authentikos Advisory0★unknownliveai-builtcommercialWeb assessment that generates a personalized retirement roadmap and matches users with financial strategies tailored to their goals.
- 24Financial Health Assessment0★unknownliveai-builtApplication that assesses financial health through a questionnaire and provides personalized insights.
- 25Financial Assistance Navigator0★unknownliveai-builtWeb app that helps individuals search for, understand, and apply for financial assistance programs suited to their situation.
- 26Patrimore - Diagnóstico Financiero0★unknownliveWeb app that assesses a user's financial situation and delivers a personalized plan to reach their financial goals.
- 27Holistic Planning0★unknownliveai-builtWeb app that generates personalized financial projections from user-provided data.
- 28eFina - Smart Financial Planning | Powered by Elevanta.ai0★unknownliveai-builtFinancial planning platform that creates personalized retirement plans and portfolio recommendations for individuals.
- 29PIKO Financial Clarity Assessment0★unknownliveai-builtOnline financial assessment tool that evaluates personal financial health and produces a clarity score with personalized recommendations.
- 30Wayform0★unknownliveFinancial planning app that provides a roadmap for managing personal money and reaching goals.
- 31retirement-readiness-quiz--amaize14.replit.app0★unknownliveai-builtWeb app that administers a retirement readiness quiz to assess personal financial preparedness.
- 32The Enough Number Calculator0★unknownliveai-builtWeb app that calculates a personal enough number as a financial target from user-provided details.
- 33Income & Tax Strategy Plan | Element Wealth Advisors0★unknownliveai-builtcommercialWeb tool that creates a personalized retirement income and tax strategy plan and facilitates consultation with a fiduciary advisor.
Ranked by traction, highest first, and paged 20 at a time — this is a window on the cluster, never the whole of it. Ties are broken by a stable id so a product cannot appear on two pages or fall between them. Browse every cluster.