CLUSTER FINANCIAL-PORTFOLIOS-POWERED · 21 ENTRIES · EARLIEST ENTRY 2025-10-05
AI wealth management platforms
This cluster of 16 products centers on AI-driven wealth management and financial planning, covering portfolio tracking, risk analysis, investment insights, and automated workflows for individuals, families, and SMEs. The dated history before the index start is thin, with six entries spread sporadically from January 2025 to May 2026, showing no acceleration or pattern. Traction leaders are 360Finance_AI and assetsphereai, both with 1 star of activity signal, while trading-max trails with 0 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 · 7 ai-built · 1 hand-coded · 12 unlabelled
Operator · 5 hobby · 2 indie · 2 commercial · 11 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.
- 01Finexa_AI0★9 dayslivehobbyAutonomous financial platform that provides portfolio optimization, quantitative analysis, and market intelligence for investors.
- 02chama-ai0★4 days—hobbyWeb platform that helps communities pool funds, make collective investment decisions, and grow shared wealth using AI insights.
- 03aurum0★22 days—AI-powered finance platform that manages accounts, budgets, crypto wallets, and provides analytics with DeFi integration.
- 04Alinea: Automated Investing0★18 dayslivecommercialAutomated investing app that builds personalized portfolios, tracks performance, and surfaces AI-generated insights and daily financial news summaries for investors.
- 05tengabiz-platform0★13 days—ai-builtAI financial intelligence platform for SMEs to manage funds and scale operations.
- 06smart-invest-shield0★1 mo—ai-builtindieAI-native investment risk-control system that monitors client portfolios and flags risks.
- 07assetsphereai1★1 mo—ai-builthobbyAI-powered asset management web app with dashboards and user permissions.
- 08NiveshAI0★1 moliveFintech platform offering AI-powered investment insights, real-time portfolio tracking for stocks, mutual funds, and crypto, and financial education.
- 09Evibe — Portfolio Tracker0★3 molivecommercialAI portfolio tracker that syncs brokerage accounts automatically and provides real-time holdings tracking, risk analysis, and investment suggestions for individual investors.
- 10Argus0★2 mo—indieAI-powered platform for managing investment portfolios, analyzing markets, and automating financial workflows.
- 11FinancialAI1★1 yrabandonedlivehand-codedAI finance platform that offers secure and user-friendly financial management.
- 12Wealthmanagement0★2 mo—hobbyWealth management website for high-net-worth clients that presents services and includes an AI chat assistant.
- 13solvibly-ai4★11 mostaleliveAI-powered financial platform that extracts, calculates, and benchmarks company financial metrics from reports.
- 14AI-CIO-Portfolio-Manager0★3 mo—ai-builthobbyAI-powered wealth management toolkit for high-net-worth families that provides portfolio risk analysis, live market data, and AI-generated investment memos.
- 15Portfolio_Engine0★5 mo—ai-builtBackend server for an AI-powered wealth management toolkit offering portfolio risk analytics and client profiling.
- 16finara0★1 yrabandoned—AI-driven platform that helps individuals manage personal wealth and investments through automated financial insights.
- 17northstar-wealth-financial-planning0★1 yrabandonedliveai-builtAI-powered financial planning platform that helps Indian investors manage and optimize their wealth.
- 18wealthmate-ai-dashboard0★1 yrabandoned—ai-builtAn AI-powered dashboard for wealth management and financial analysis.
- 19DynaVest - DeFi Investment Made Easy0★unknownliveAI-powered platform that recommends and manages decentralized finance investment strategies to simplify DeFi investing for everyday users.
- 20Mayfair0★unknownliveA platform for tokenized, data-driven investment funds.
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.