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 · 1 ai-built
Operator · 1 indie
Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 1 listed below. Unlabelled means nothing has decided yet — not that the answer is small.
- 21InveStar: Build Wealth From Every Cross-Border Payment0★unknownliveai-builtindieAI-powered wealth management platform that tracks net worth, automates investing, and manages portfolios.
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.