Financial Analysis Software

Compare top financial analysis tools. Read reviews, filter by pricing and features, and find the best software for your team.

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EquityBee
5.0(3)

EquityBee enables startup employees own their equity by providing capital to exercise their stock options. They become shareholders and benefit from the value they’ve created while working at the company, in return for a...

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Features

  • Startup Financial Planning
  • Investing
  • Fundraising Resources
Maxint
5.0(15)

Maxint acts as a personal financial analyst for users, helping them manage their financial matters more efficiently by making sure they are kept up to date with their transactions, budget, and net worth. It assists user...

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Features

  • Personal Finance
  • Money Management
  • AI Financial Advisor
  • Budget Organizer
  • Financial Analyst
  • Spending Analysis
ClosingWTF
5.0(17)

ClosingWTF is a comprehensive tool designed to assist homebuyers in obtaining responsible and well-informed mortgages. As a mortgage broker, it provides users with the ability to analyze their current mortgage loan estim...

Learn more about ClosingWTF

Features

  • Mortgage Tool
  • Mortgage Rates
  • Hidden Fees
  • Mortgage Broker
  • AI Finance
  • Mortgage Comparison
AI Resale Pro
5.0(14)

AI Resale Pro is an AI-powered tool designed to assist resellers by providing instant liquidation analysis. Given a manifest to decipher, the tool can rapidly generate key insights including estimated resale values and p...

Learn more about AI Resale Pro

Features

  • API
  • Resale
  • Liquidation Analysis
  • Reselling
  • Instant Value Estimation
  • Online Selling Platforms
Personal Capital
5.0(1)

Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA.

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Features

  • 360 Degree Feedback
  • Goal Setting/Tracking
  • Performance Appraisal
  • Individual Development Plans
  • Customizable Templates
  • Ongoing Performance Tracking
AIR by Revolut
5.0(14)

AIR, developed by Revolut, operates as a personal assistant for your money management tasks. Its objective is to give you a clear view of your financial status and provide insights tailored to your financial dealings. A...

Learn more about AIR by Revolut

Features

  • Personal Finance
  • Money Management
  • Financial Assistant
  • Data Privacy
  • Secure Finance
  • Zero Data Retention Policy
Deborah - Daily Portfolio Updates
5.0(16)

Deborah is an AI financial analyst that provides daily over-the-phone updates of your stock portfolio. The tool analyzes and digests a user's stock portfolio to generate daily reports up to 5 minutes in length. Users ca...

Learn more about Deborah - Daily Portfolio Updates

Features

  • Artificial Intelligence In Finance
  • Daily Updates
  • Portfolio Management
  • Digital Financial Analyst
  • Financial Analysis
  • Investment Strategy
Dovly
5.0(16)

Dovly is an AI credit engine designed to empower users in their journey towards financial freedom. This tool provides a platform for monitoring, building, and repairing credit profiles. Leveraging AI technology, Dovly h...

Learn more about Dovly

Features

  • Credit Score
  • Credit Analysis
  • Credit Monitoring
  • Credit Reporting
  • Financial Wellbeing
  • Credit Repair
CalcFi
5.0(8)

Financial Calculators 2026 is a comprehensive tool offering over 500 free calculators designed to address different financial needs. The tool allows users to make informed financial decisions quickly and conveniently. T...

Learn more about CalcFi

Features

  • No Sign Up
  • Finance
  • Financial Calculators
  • Personal Finance Tool
  • Financial Decision Making
  • Financial Planning
QuillAI
5.0(17)

Quill AI is an AI-powered investor copilot that serves as a personal financial research assistant. This tool is designed to streamline financial research processes and boost productivity for investors. Quill AI has feat...

Learn more about QuillAI

Features

  • FinancialResearch
  • InvestmentAssistant
  • AIinFinance
  • MachineLearning
  • DataAnalysis
  • ResearchTool