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CLUSTER FINANCIAL-GUIDANCE-INVESTMENT · 20 ENTRIES · EARLIEST ENTRY 2025-07-24

AI personal finance advisors

This cluster spans AI-powered personal finance, investment, and tax assistants that offer guidance, portfolio management, and recommendations for individuals. Dated entries are sparse and irregular, appearing in 2025-01 (2), 2025-05 (1), 2025-07 (1), 2026-02 (1), and 2026-07 (1), showing no sustained pattern before the index started. Traction is led by frontier-alpha (9 stars), followed by NVIDIA-HACK (2 stars) and jarvis-finance-platform (1 star).

Entry timeline

ENTRY TIMELINE

JAN 2025: 1MAY 2025: 1JUL 2025: 1FEB 2026: 1JUL 2026: 1AUG 2026: 7SEP 2026: 3OCT 2026: 5
JAN 2025OCT 2026

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 · 5 ai-built · 15 unlabelled

Operator · 4 hobby · 1 indie · 1 commercial · 14 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 20 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 01frontier-alpha9★2 moliveindieAI-powered platform that optimizes investment portfolios using dozens of quantitative factors, paper trading, and explainable recommendations for investors.
  2. 02FinWize0★5 daysliveAI finance platform that helps users manage money and gain personalized financial insights.
  3. 03jarvis-finance-platform1★20 daysliveFinancial research platform that uses AI to assist investment analysis with web and mobile interfaces.
  4. 04Bankwise0★8 days—hobbyAI-powered platform that compares banking products, calculates expected outcomes, and explains trade-offs based on a user's financial goals.
  5. 05Multi-Agent-LLM-Investment-Research-Assistant-Agentic-AI-0★5 days—AI assistant that uses multiple automated research agents to compile investment insightsand recommendations from financial data.
  6. 06halalwise0★7 days—hobbyAI-powered Islamic finance platform that provides source-grounded Q&A, halal investment screening, religious texts, and personalized learning.
  7. 07sanlampilotia0★6 days—AI assistant that guides financial services clients through insurance and investment products.
  8. 08tt-portfolio-app0★4 days—hobbyInvestment platform that optimizes portfolios using quantitative algorithms and provides an AI assistant for financial decisions.
  9. 09NVIDIA-HACK2★1 mo—AI investment advisor that synthesizes corporate strategy and deal data to recommend pass, watch, or advance decisions.
  10. 10FinAI-Nexus0★1 mo—AI-powered investment advisory platform that profiles investor risk, manages portfolios, applies tax-loss harvesting, and explains decisions with ESG scores.
  11. 11PERQ0★1 mo—AI financial advisor that recommends credit cards based on user spending patterns and existing cards.
  12. 12grow-wise-safe10★3 mo—ai-builtPlatform that uses AI to help users invest and save money with personalized guidance.
  13. 13-Lovable2★1 yrabandoned—ai-builthobbyAI assistant that guides casual investors through making small investment decisions.
  14. 14neur-invest-ai0★1 yrabandoned—ai-builtAI platform that analyzes financial markets and generates personalized investment recommendations and portfolio guidance for individual users.
  15. 15Financial-Advisor0★1 yrabandoned—ai-builtAI-powered financial advisor providing guidance and insights.
  16. 16ava-portfolio-manager-ai-agent.vercel.app0★unknownliveAI agent that helps users manage investment portfolios and track financial assets.
  17. 17361Firm — Where Family Offices Move as One0★unknownlivecommercialPlatform for family offices that uses AI to support syndication, co-investment, and investment insights in a private setting.
  18. 18Raguie - AI Financial Assistant | Real-time Stock Data0★unknownliveAI-powered financial assistant providing personalized investment recommendations, real-time stock data, and sustainable investing options.
  19. 19Atlas0★unknownliveai-builtAI-powered personal investment analyst that offers tailored financial insights and recommendations.
  20. 20AgentHubb | Your AI Experts0★unknownlivePlatform offering specialized AI agents for tasks like financial advice and personal coaching.

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.