Best Wealth Management Tools

Empower

4.2 rating

All-in-one personal finance platform for investment tracking, retirement planning, and budgeting used by 19.5 million users.

Era

Unrated

AI-powered personal finance platform combining algorithms with human advisors for money management and savings.

Fidelity

4.2 rating

Full-service US investment and financial services platform offering brokerage accounts, retirement planning, mutual funds, and wealth management.

Financial Fitness Passport

Unrated

AI financial guidance platform with retirement number calculator and passport score for personal financial health.

Fundrise

4.2 rating

America's largest direct-to-consumer private markets platform enabling individuals to invest in real estate, private credit, and venture capital.

Kubera

4.2 rating

Personal balance sheet platform for managing diverse assets across banks, investments, crypto, real estate, and alternative holdings in one unified view.

Masterworks

4.2 rating

Investment platform that lets individuals buy fractional shares in authenticated blue-chip fine art, democratizing access to an asset class once reserved for the wealthy.

Personal Capital

4.2 rating

Wealth management platform offering free financial tools for net worth tracking, retirement planning, and investment analysis alongside professional advisory services.

Wisdomise

Unrated

AI wealth management platform automating cryptocurrency trading with dynamic portfolio allocation and risk management.