4 products

Financial Planning apps

Everything the AppRater community filed under Financial Planning, newest first. AppRater reviews every listing before it appears.

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Carlo

Web

Carlo

Carlo is the ai that helps you retire earlier. Connect accounts, debts, equity, goals, and taxes into one household model; ask questions on the web or by text; compare paths before you act; and inspect the assumptions and math behind every answer.

AIView details →
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Gini

iOS · 35 recommendations

Gini - powerful, affordable financial planning and growth platform

gini is a powerful, affordable financial planning and growth platform. We give entrepreneurs and business leaders a deep understanding not only of their past and present financial performance but also of their options for driving growth in the future. We offer our customers access to a network of investors and growth financing providers to raise funds for expansion, and without diluting ownership.

SaaSView details →
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Plenty

iOS

Plenty - Collaborative wealth building

Plenty is where couples invest and plan for the future. Plenty automates investment strategies and goals-based financial planning. Founded in 2022 by Emily Luk and Channing Allen, the two came together to bridge the wealth gap and make wealth building accessible to everyday Americans.

fintechView details →
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Buxfer

iOS · 43 recommendations

Buxfer - Easy online money management

Buxfer is a top rated money management and tracking tool that helps its users with their budgeting, retirement planning, investments, forecasting, and more. Buxfer can sync with over 20,000 banks and other financial institutions from over 110 countries to ensure you can track all your financial transactions in one place. Users get access to detailed insights, showcasing their spending trends, and sending real-time alerts on spending limits set for your accounts. All of the features are hosted on a secure platform, and can be accessed via Buxfer's website, or mobile app.

investorsView details →