Alternatives to Finvest

Origin is an SEC-regulated AI financial advisor that syncs your accounts, builds a budget, tracks your portfolio, and tells you what money move to make next.

Portfolio-aware AI copilot that connects your brokerages, banks and crypto, then watches them 24/7.

DealSize.ai connects to your broker and auto-reviews every trade with AI, so you analyze your real performance instead of logging it by hand.

S&P Global's AI engine: connects LLMs and agents to trusted financial data through deterministic and adaptive retrieval.

Copilot Money is a paid personal finance app for iPhone, iPad, Mac, and Web that auto-tags your spending and rolls budgets, investments, and net worth into one

AI agent platform that runs Grow, Operate, and Engage workflows for wealth management firms, RIAs, and private bankers.

A private wealth dashboard that consolidates bank, brokerage, real estate and private equity into one net worth view, with an AI Concierge and Document Vault.

AI financial advisor that aggregates your accounts, scores your portfolio, and finds tax savings for self-directed investors

Piere automates savings, debt payoff, and overdraft avoidance by moving money between your connected bank accounts on rules you set.

Manual-entry cash flow and investment tracker with instant sync across iPhone, iPad, Mac, and Windows.

Calendar-based cash flow tracking that puts every transaction on a dated grid, from solo spenders to couples and freelancers.

Selfin is a Y Combinator-backed, AI-first banking app that automates savings and budgeting from your existing accounts.

Cryptohopper runs an automated crypto trading bot in the cloud, with Copy Bot mirroring and an MCP server for AI trading agents.

Bitsgap runs GRID, DCA, BTD, LOOP, COMBO and QFL crypto trading bots across 17 exchanges from one dashboard.

JLL Technologies' machine learning platform for institutional commercial real estate portfolio analysis.

No-code platform for training RAG-based crypto trading agents that cite their reasoning — free SaaS, still early.

SEC-registered robo-adviser that runs 30+ machine-learning models to hedge and rebalance your portfolio in real time

Coinfeeds builds custom AI agents and APIs for crypto and stock market intelligence, sold to exchanges, funds, and consumer apps.

Magnifi is an AI investing platform that turns plain-English questions into portfolio insights and, on Premium, commission-free trades.

Independent A–F carbon credit ratings and market intelligence for professional carbon buyers, developers, and investors.

AltIndex turns alternative data — social sentiment, job postings, app downloads — into AI stock picks and buy/sell signals for retail investors.

3Commas automates crypto trading across 9+ exchanges with DCA, Grid, and Signal bots plus the QuantPilot agentic AI strategy platform.

Free AI tool that turns earnings call transcripts and financial filings into structured six-module investor research

Kavout pairs seven AI research agents with Kai Score stock picking across 30+ global markets for self-directed investors.

Boldin (formerly NewRetirement) is DIY retirement planning software that models taxes, Social Security, real estate and healthcare — with Boldin AI running the

Proprietary fintech datasets, quant signals and a 400-strong KOL network — plus the marketing and engineering to ship it

Evalyze scores your pitch deck, ranks matched investors, and drafts outreach for pre-seed founders

AI portfolio generator that turns your amount, risk level, and goals into a suggested asset allocation in seconds

AI-powered commodity trading platform for retail investors

AI market intelligence and trading signals for retail traders at a low monthly price