Page 29 - Top Finance Apps - Spain

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TaxGPT

taxgpt.com

‍Get precise answers to the most complex tax questions in seconds. Your AI-powered tax assistant: accurate, saves time, and dedicated to maximizing deductions.

Avanzai

avanz.ai

Avanzai allows you to build autonomous AI agents for finance. These agents can leverage tools to automate portfolio management, stock screening, risk management and scenario analysis.

CryptoGuGu

cryptogugu.com

CryptoGuGu is a widely recognized and respected name in the cryptocurrency space. As the go-to platform for ranking cryptocurrencies, we attract token creators who want their projects to gain maximum visibility. Our platform guarantees constant accessibility to the latest and most accurate information. Many cryptocurrencies are listed on CryptoGuGu before making it to CoinMarketCap and CoinGecko, making us the top choice for new projects. Moreover, we offer a comprehensive analysis of the crypto market. Beyond monitoring token price, volume, and capitalization, CryptoGuGu goes a step further. We track community growth on various platforms, voting scores among other DeFi projects, trading history, major events, and other on-chain metrics and indicator

TaxHawk

taxhawk.com

TaxHawk is an online service that helps individuals prepare and file their federal and state tax returns in a simple and efficient manner. TaxHawk provides an intuitive, step-by-step interface to guide users through the tax filing process. Some of the key features include: * Interactive interview to gather tax information * Automatic calculation of federal and state taxes * Review and optimization of deductions and credits * Secure electronic filing of tax returns * Access to tax expert assistance, if needed

Forex Tester

forextester.com

Forex Tester is a software that simulates trading in the Forex market, so you can learn how to trade profitably, create, test and refine your strategy for manual and automatic trading.

Amanda AI

amandaai.com

Amanda AI is a fully autonomous artificial intelligence tool designed to enhance and optimize digital marketing strategies. Its primary function is to maximize the effectiveness of your marketing budget by making dynamic cross-channel budget decisions and ensuring money is allocated where it yields the best results. With Amanda AI, users can attain an unprecedented level of optimization that surpasses human capabilities, comprehensively automating repetitive tasks to free up professionals for more complex and creative projects. The tool eliminates the need for constant manual labor and its intelligent algorithms quickly perform tasks more efficiently. It's been designed for ease of use, with a user-friendly approach that requires no integrations and provides the user with full control of their marketing operations. Amanda AI also claims a transparent approach to its service, with no hidden details in its functionality. The tool is in use by several companies across various industries, demonstrating its versatility and adaptability in the digital marketing field. Furthermore, resources such as webinars, case studies, blogs, and guides are provided to assist users and potential users to understand the product better and get the best out of it.

SplitMyExpenses

splitmyexpenses.com

SplitMyExpenses is a free tool designed to streamline the process of sharing expenses among friends, roommates, and couples. Users can create a group, add friends and bills, and track who owes whom. The tool allows users to itemize receipts from images and link credit cards for daily automatic expense imports. Within the platform, debts can be settled using integrated payment apps. SplitMyExpenses supports over 150 currencies and allows secure, fast, and private transactions without selling user data. It features a modern design that gives control and clarity when adding shared expenses with expansive split types, custom paid amount, AI-powered features, and customization. The AI-powered tool also automatically itemizes receipts, enabling users to split per item. Users can view spending charts, integrate with payment apps, and link credit cards for daily expense tracking. Debts are automatically and intelligently shuffled to minimize the number of payments needed for settling up in groups. For additional features, the tool offers premium plans.

DailyFX

dailyfx.com

DailyFX is the leading portal for forex trading news, charts, indicators and analysis. Every tool you need to trade in the foreign exchange market.

Owny

owny.com

Owny is a financial technology tool that provides a comprehensive platform for businesses to manage their capital and banking needs. It offers AI-powered features to streamline processes related to private capital management, investors, and treasury. The tool caters to various industries such as startups, private equity and venture capital funds, real estate, and more. For startups, Owny enables the management of SAFE (Simple Agreement for Future Equity) and Convertible Notes using industry-standard templates. It also offers AI tools for funds to onboard existing and new funds, using both standard and custom templates. The tool facilitates investment activities in real estate by allowing users to share listings, process contracts, and manage deposits for private real estate offerings.Investors can benefit from a private dashboard that provides dedicated accounts, investment management features, verifications, and more. Furthermore, Owny covers global payment transfers through its FX/ACH/Wire module, which manages outgoing and incoming payments linked to specific private offerings.The tool also offers back-office tools for transaction reporting, compliance management, and custom updates. Users can track interest, sales activity, and inventory through interactive data analytics tools. Owny allows users to create and share agreements for seamless closing processes, payments, refunds, and other contractual activities. Additionally, the tool provides ongoing support through a dedicated team of specialists, ensuring a white-glove service experience for users and stakeholders. It is important to note that Owny is a financial technologies company, not a registered broker-dealer or a bank, and it does not provide legal, tax, or investment advice. The platform partners with registered investment advisers to offer certain investing features, and all investment advisory services are provided by these third-party advisors. Users should be aware of the potential bias due to the partnership when considering investment options. Investing involves risk, and projected or hypothetical performance should not be considered as guarantees of future investment outcomes.

Scotiabank Perú

scotiabank.com.pe

We have the strength and experience necessary to take your goals seriously. We offer financial solutions in savings, credits, cards and much more.

Scotiabank Mexico

scotiabank.com.mx

At Scotiabank we offer you Financial Services with Exclusive Benefits. Get to know our Products!

Scotiabank Colpatria

scotiabankcolpatria.com

Scotiabank Colpatria offers financial services and products for individuals and companies: Credit cards, loans, accounts, investment, insurance and more.

Scotiabank Costa Rica

scotiabankcr.com

Scotiabank Costa Rica offers you several personal banking solutions to help you achieve your goals. Click to discover the advantages of Scotiabank.

Danske Bank Denmark

danskebank.dk

Danske Bank A/S is a Danish multinational banking and financial services corporation. Headquartered in Copenhagen, it is the largest bank in Denmark and a major retail bank in the northern European region with over 5 million retail customers. Danske Bank was number 454 on the Fortune Global 500 list for 2011.

Danske Bank UK

danskebank.co.uk

Danske Bank Finland

danskebank.fi

Danske Bank Sweden

danskebank.se

Danske Bank Norway

danskebank.no

National Bank of Canada

nbc.ca

Simplify your finances with our services including bank accounts, mortgages, credit cards, savings and insurance. Access accounts with 24/7 online banking. The National Bank of Canada (French: Banque Nationale du Canada) is the sixth largest commercial bank in Canada. It is headquartered in Montreal, and has branches in most Canadian provinces.

National Bank Business

nbc.ca

Discover the full range of business solutions and services from National Bank, your partner for over 150 years. The National Bank of Canada (French: Banque Nationale du Canada) is the sixth largest commercial bank in Canada. It is headquartered in Montreal, and has branches in most Canadian provinces.

Walcybank

walcybank.com

Single platform for Global Accounts, Payments, FX & Cards Open a global currency account for your business in minutes. Manage payments, foreign exchange, and Visa cards—everything your business needs to go global, anytime, anywhere.

TradeUI

tradeui.com

TradeUI is an advanced AI trading tool designed to support personalized and efficient investment strategies. Primarily catering to options flow trading and stock market analysis, TradeUI offers features like AI signals, option flow data, advanced chart patterns, and AI sentiment analysis. The tool's AI signals feature helps in predicting market trends, thereby facilitating informed trading decisions. Option flow data provides an overview of market sentiment by showcasing the investment moves of influential market players. Advanced chart patterns feature helps detect critical price patterns and future potential market scenarios. AI sentiment analysis captures mood swings in the market, enabling traders to adapt their strategies accordingly. TradeUI also includes special features tailored for individual securities, such as options flow by ticker and unusual premium, which provide an in-depth understanding of specific securities and help in shaping targeted investment strategies. The platform nurtures a vibrant community of traders where users can share insights, learn from each other, and improve their trading abilities. TradeUI also includes educational resources, allowing traders to deepen their knowledge of stock and options trading. In addition to the web application, TradeUI offers a mobile version and a desktop application for flexibility and ease of access. Users also have access to additional features and services through the Pro version.

Moment

withmoment.com

Fixed Income Trading for Wealth Platforms. Quickly deploy our suite of fixed income APIs designed for retail. Our industry-leading APIs power fixed income investing for firms representing $100B+ in assets.

Toggle AI

toggle.ai

TOGGLE AI, backed by seasoned players in the industry, is a company that provides advanced trading tools for investors of all levels. The platforms main feature, Toggle Terminal, gives investors direct access to complex analytic tools without the need of explicit programming or data-science knowledge. By enabling interactions in natural language, it allows users to easily query data, test various investment hypotheses, and explore intricate relationships among securities. Powered by institutional-grade engines, the Toggle Terminal boasts impressive capabilities in scenario testing, asset intelligence, chart exploration, and idea discovery. It screens every security, unraveling hidden connections between organizations that could potentially be missed. Armed with this powerful map of knowledge, called Knowledge Graph, investors can uncover exposures, suppliers, geographies, and much more. The platform also offers customized AI solutions and integrations for institutional investors. Apart from the Toggle Terminal, they provide various services for the asset management arena, including API access, bulk licensing agreements, and custom account services that magnify productivity for analysts and portfolio managers. Furthermore, wealth managers and brokerages can give their clients access to AI-based insights across thousands of assets with Toggle AIs proprietary, multi-modal search abilities.

Stonicks

stonicks.com

The Stonicks website offers advanced tools and functionalities for the analysis and visualization of stock charts, allowing users to customize and manage their own settings and technical studies.

Gritt.io

gritt.io

Find the right Angel Investors & VCs, get their detailed contact info & build your pipeline!

RAFA

rafa.ai

RAFA is a financial AI tool designed to provide wealth-building opportunities powered by artificial intelligence. The system continuously analyzes millions of data points to identify potential investment opportunities, aiming to ensure users do not miss out on these. RAFA is constructed around a team of AI agents that contribute their analytical capabilities towards wealth creation. The tool also generates portfolio alerts, providing insights into bullish, bearish, or hedge occurrences, which can help manage risk, by indicating potential downside risk. Investors are able to test the system through a 'Try RAFA' feature, possibly for a trial period. User reviews suggest it can simplify the investment process by conducting the otherwise time-consuming task of technical analysis and identifying new stock purchase opportunities. It is designed to help users make swift and informed investment decisions, reducing the chance of missing profitable opportunities. The tool is marketed towards all types of users, from beginners in investing to more seasoned traders. RAFA appears to be supported by multiple brokerages.

Stocknear

stocknear.com

Stocknear is an AI-powered platform designed to help users succeed in the stock market. The AI Stock Finder tool enables users to find stocks that are best suited to their needs and preferences. It leverages cutting-edge price prediction algorithms powered by various AI models to identify the most profitable stocks ahead of the competition. This tool aims to assist users in making informed investment decisions by providing access to real-time stock data of over 6,000 stocks, the latest news, and fundamental data, including income statements, cashflow statements, and balance sheets spanning up to 20 years. In addition to the AI Stock Finder, the platform offers a Community section where users can join a community of like-minded individuals to share memes, ideas, and investment advice. They can also participate in a monthly Portfolio Tournament Simulator with a starting balance of $100,000, competing for top prizes in the form of gift cards awarded to the highest overall returns each month. Stocknear aims to simplify the investment process by providing an all-in-one platform where users can access everything they need in one place. This includes real-time stock data, news updates, and a range of fundamental data. The platform's focus on AI and community participation sets it apart as a tool that caters to both data-driven investors and those seeking a collaborative investment experience.

Truewind

truewind.ai

Truewind is an AI-powered tool that provides financial services for startups. It uses a combination of AI and concierge service to deliver accurate and reliable bookkeeping along with detailed financial models. The platform helps in managing investors, building a financial plan with growth goals and expense targets, and delivering financial reports for investors. With Truewind, startups can get their books closed in days rather than weeks for faster business decisions. Truewind's back office finance experience is delivered through a combination of AI and human intervention, allowing for unmatched accuracy and timely results. The platform's concierge team works with finance experts to manage books and taxes, delivering a world-class support experience to customers. Truewind has been trusted by hyper-growth startups and has received positive reviews from various customers. Overall, Truewind is an impressive platform that provides a complete financial solution customized for the unique needs of startups. It delivers accurate and timely reports with less errors, providing more transparency and faster monthly closes, leading to better-informed business decisions.

ChainAware.ai

chainaware.ai

ChainAware.ai is an AI-driven, real-time on-chain platform that predicts the future activities of crypto wallet owners.

PalmPay Business

palmpay.com

Become part of the PalmPay ecosystem and be rewarded by becoming a PalmPay agent! As a PalmPay agent you’ll: * Register PalmPay customers * Make withdrawal and transfer payments for customers * Make bill payments for customers * Manage your agent network

Upwardli

upwardli.com

Stripe for Credit. Easily launch credit services that 'just work'.

Catalist

catalist.co.nz

Catalist is New Zealand's stock exchange designed to connect everyday investors with the country's growth-oriented businesses.

nbkc bank

nbkc.com

Looking for an online bank or mortgage lender? Choose nbkc, the 2022 KC Strongest Bank Award winner. View various checking and savings accounts, unbeatable rates & more.

Capitalise.ai

capitalise.ai

PLAN LIKE A HUMAN. TRADE LIKE A MACHINE_ Capitalise.ai allows you to test and automate your trading ideas code-free. Use natural language to write your trading plan, then let Capitalise.ai automatically execute it - quickly, precisely, and free from emotional influence. CREATE ANY TRADING STRATEGY - NO-CODE From managing your daily trades to building complex automated systems - simply write your trading plan in everyday english and let Capitalise.ai do the rest. ANALYZE - MAKE INFORMED STRATEGIC DECISIONS Trade smarter with advanced research and analysis tools.Simulate your strategy risk-free using real-time or data Backtest it against historical data. Easily analyze your strategy performance and edit it to optimize the results. AUTOMATE - BREAK FREE FROM THE SCREEN Tired of staring at the screen waiting for the right moment to act? Let Capitalise.ai execute your trades precisely as planned. MONITOR - SCAN THE MARKETS 24/7 Easily create your custom notifications or select a ready made template. Once your conditions are met you will get notified to your email or mobile device - anytime, anywhere. Capitalise.ai monitors real-time market data, technical indicators, and macroeconomic 24/7 so you don’t have to. OPTIMIZED BUYING POWER Stop wasting buying power on limit orders that aren't executed — with Capitalise.ai, only triggered strategies use your buying power. EXPLORE - LIVE EXAMPLES View live performance statistics of different example strategies and select your favorite ones with the click of a button.

Palmy Investing

palmy-investing.com

Palmy Investing is an all-in-one investment research platform, primarily designed for stock analysis and portfolio management. It provides a comprehensive workspace for data-driven investors, offering a wide range of features to discover, visualize, and analyze investments. Features include the ability to screen and find stocks using 250+ financial criteria, create watchlists, and compare 35+ years of global financial filings. The platform employs AI for risk and macro analysis, and uses finBERT for SEC filings. Customized performance interpretation is possible through KPIs such as alpha, beta, and gamma. The platform supports comparison of businesses and industries, provides qualitative analysis of companies, and offers a comprehensive view of stock performance with detailed financial filings. It provides deep market insights through articles, events and its macro insights country screener. A key feature is portfolio management where it provides insights through allocation graphs, performance tracking and index benchmarking. It also calculates key performance indicators (KPIs) including Sharpe Ratio, Alpha, Beta and Volatility of your portfolios. Options to review, plot past trades, fine-tune portfolio using the management system are also present. In addition, the platform allows flexible plan selection for comprehensive solutions sans any hidden costs for feature updates or new options. It offers various categories of tools designed to satisfy distinct investor needs.

FinanceGPT Chat

financegpt.chat

inanceGPT Chat is a tool designed to allow users to build custom AI co-pilots for personalized financial insights and market analysis. These AI co-pilots are designed to understand unique investment goals, risk tolerance, and market preferences of the user. Functions include generating and writing reports to help the system comprehend the user's financial landscape and provide personalized insights. Users can interact with their AI co-pilots by posing questions about market trends, investment opportunities, and financial strategies; the AI co-pilot analyzes these queries and provides tailored insights. These co-pilots are intended to help users make informed financial decisions. FinanceGPT Chat is also equipped to allow creation of custom co-pilots with different specialties such as investment, risk management, financial analysis, management consulting, investment banking and financial law. The tool employs the advanced technology of Retrieval Augmented Generation (RAG) to deliver precise insights. RAG works by retrieving relevant documents based on user queries, then generating responses influenced by the retrieved information. This ensures the AI co-pilot's responses are tailored to the specific financial problem the user is intending to solve.

Differentiated Analytics

differentiatedanalytics.com

Differentiated Analytics is a financial research and data provider that offers the following key services: * Merger Arbitrage Intelligence: Tracks active merger arbitrage opportunities, including deal details, financing, estimated timing, and deal premium. Provides a list of current active merger arbitrage deals that subscribers can access for free. * Short Selling Intelligence: Offers in-house short-selling research reports created by the Differentiated Analytics team. Provides periodic surveys and summaries of short reports from other well-known short-selling firms. Aims to help investors widen their knowledge base in the high-risk, high-reward world of short selling. * Proprietary Data: Provides real-time alternative data products, including Airline Intelligence, Cruiseline Intelligence, and Energy Intelligence. These data sources track market pricing, booking curves, revenue and earnings estimates for publicly-traded US airlines, cruiselines, and energy companies. The data is designed to help investors and analysts predict financial results and uncover opportunities faster than the broader market. Differentiated Analytics positions itself as a provider of advanced research and analytics that can help investors and analysts gain an edge over the market. The company emphasizes the importance of thorough analysis, uncovering suspect business models, and leveraging proprietary data sources to supercharge investment research.

StockInsights AI

stockinsights.ai

stockinsights.ai empowers investors to navigate the complex world of public company filings by providing generative AI-enabled features, designed for intuitive and efficient fundamental research. Our goal is to enable investors to spend more time on Investment Decision Making and less time on Data Collation & Analysis leveraging AI. stockinsights.ai is trusted by a diverse range of users, from individual investors to small hedge funds, leveraging our platform to unlock productivity and scale. Our platform is built with a Large Language Models (LLMs) first approach, offering unparalleled efficiency and depth of analysis, embodying our vision of accessible, high-caliber research for every investor. Experience the future of investment analysis with stockinsights.ai and transform your investment workflow with enhanced efficiency and strategic insight.

Kvants

kvants.ai

Kvants.ai is a AI Powered Asset Management Platform Bringing Automated Quantitative Strategies to Everyday Investors.

Sturppy

sturppy.com

Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.

Fina

fina.money

Fina is a flexible financial tracking tool that helps people gain control over their money. Fina is a finance management tool that provides users with the ability to track and analyze their finances according to their preferred methods. With Fina, users can create custom calculations tailored to their specific needs or rely on AI to answer any financial question and track any metric.

Recognition

rewardable.co.uk

Rewardable is a free and easy to use rewards platform that allows people to send rewards, payouts and incentives to anyone, anywhere, for free.

Potato

potato.trade

Potato is the place where thousands of investors, opinionists and professionals can trade the ideas they believe in.

Goalie

goaliemvmt.com

Goalie is an app where you join money-based group challenges. Achieve any goal or habit, and have fun while doing it! Goalie combines two key factors: Accountability & Competition, to help you build healthy habits and achieve your goals. Use Goalie today to become the best version of yourself!

Sycamore

sycamore.ng

Our financial services help professionals and entrepreneurs who want rapid same-day solutions to their financial needs at very competitive rates. Beyond our financial services, we are very passionate about reducing inequalities caused by income disparity, poverty and providing possibilities for decent employment to spur economic growth.

EarningsEdge

earningsedge.ai

EarningsEdge.ai takes the guesswork out of investment decision-making by providing you with the most comprehensive and accurate earnings call analysis available. At EarningsEdge.ai, streamline efficiency with an all-in-one event dashboard and gain unparalleled insights from earnings calls and FOMC conferences with our sentiment and behavioral analysis.

Merlu

merlu.io

Merlu is a new trading service designed to adapt to the ever-fluctuating virtual asset market like waves. Merlu means codfish in French, symbolizing the fast response of Merlu to market changes.

Vestwell

vestwell.com

Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered for the benefit of advisors, employers, and employees alike.

Dividend.com

dividend.com

Dividend.com is a financial services website focused on providing comprehensive dividend stock research information, in the form of daily articles, data, and ratings. Dividend.com is owned and operated by Mitre Media II LLC. Dividend.com research utilizes their proprietary DARS™, or Dividend Advantage Rating System, to rank nearly 1,600 dividend-paying stocks. DARS™ (Dividend Advantage Rating System) rates dividend stocks across five distinct criteria: relative strength, overall yield attractiveness, dividend reliability, dividend uptrend, and earnings growth. Dividend.com offers free content available to the general public as well as premium subscription service. Benefits for Premium subscription include: * DAILY Dividend Stock Newsletter, delivered directly to subscriber email inbox. * V.I.P. Access to MEMBERS-ONLY articles — at least two premium articles each day. * Enhanced dividend research with HISTORICAL DIVIDEND DATA for nearly 1,600 dividend stocks. * Access to the DIVIDEND.COM ARCHIVES, which contain over 10,000 articles with dividend stock analysis! * The ability to create and maintain a CUSTOM WATCHLIST of dividend stocks. * Unlimited Ex-Dividend Date Searches – Find the dividend stocks you want that are scheduled to pay out soon! * Schedule monthly dividend checks using our exclusive Monthly Dividend Income Generator! * Generate example dividend stock portfolios based on your investing goals! * …and much more! Dividend.com’s daily content is featured on such major finance portals as TheStreet.com, RealMoney.com, Forbes.com, AOL Money & Finance, Google Finance, and Nasdaq.com. From May 2009 to March 2010, was the exclusive author of the NASDAQ.com daily e-newsletter, “Nasdaq Stocks to Watch.”

Dividendchannel

dividendchannel.com

DividendChannel.com is a one-stop source for aggregated data on dividend stocks, including features such as a dividend stock screener, a live dividend feed, an ex-div calendar, and a dividend calculator.

NRI Wealth Management

nriwealth.com

We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

Nayya

nayya.com

At Nayya, we believe there’s a better way to choose benefits. A more transparent, less confusing way for employees to control their health and financial potential. Powered by billions of data points and machine learning, our benefits experience platform delivers personalized decision support and guidance during open enrollment, new employee onboarding, qualifying life events, and in the moments that matter all year round. This is one of the most stressful and challenging situations consumers face – and we see that as an opportunity to build an innovative response that can help millions of Americans possess the control and understanding they deserve. Join the consumers and their employers that are now living with more peace and confidence at Nayya.com.

Everee

everee.com

Everee is a workforce payments platform that makes it simple to pay people every day - even on weekends and holidays - a benefit workers love. We take away all the busy work that comes with payroll, so you can pay people in seconds and get back to running your business. Use our platform to manage and pay workers or tap into our technology solutions, including an API and embeddable components, to pay 1099 and W-2 workers at scale. And if you want to pay workers fast but you’re stuck waiting weeks - or even longer - to get paid by your clients, we help you bridge that gap. We front worker payments for you. You pay us later, after you invoice accounts.

Earnin

earnin.com

Recruit, retain and improve employee productivity with the Earnin benefit. Earnin is a Financial Wellness platform specifically designed to help employees avoid debt, pay their bills, save for the future and reduce financial stress by enabling access to their pay as they work. Our core Cashout product supports employees from over 50,000 business across the US and we have provided access to over $10 billion in earnings. Our mission is to help employees live better financial lives. Earnin technology is unique as the only provider with Zero integration needed. This means an easy rollout in days. We're likely helping some of your employees already - get in touch to find out how. Additional features: - Balance shield: Employees receive notification if their bank balance falls below a certain amount to help them avoid an overdraft fee. - Budgeting: We automatically pull in recurring expenses to help employees see what bills are upcoming and budget around them - Tip Yourself: This is a unique savings product where employees can easily create custom savings jars to save for an emergency fund, vacation, education etc.

The Capital Tree

thecapitaltree.in

The Capital Tree is a premier hedge fund dedicated to providing investors with a reliable and lucrative investment opportunity. With a focus on transparency, integrity, and performance, we offer a competitive 3% monthly return on investments, setting us apart in the financial market. At The Capital Tree, we understand the importance of financial security and growth. That's why our team of experienced professionals works tirelessly to identify strategic investment opportunities and maximize returns for our clients. Our commitment to excellence and personalized service ensures that each investor receives the attention and support they need to achieve their financial goals. What sets us apart is our unwavering commitment to transparency. We believe in keeping our investors informed every step of the way, providing regular updates and reports on investment performance. With The Capital Tree, you can invest with confidence, knowing that your financial future is in good hands.

Savology

savology.com

Savology's modern financial wellness benefit actually makes a difference in employees’ lives through personalized financial planning, coaching, and education. By partnering with Savology, employers are able to affordably provide employees with a comprehensive financial plan, financial wellness scores and report card, personalized recommendations that provide actionable next steps, 1-on-1 access to our financial coaches, financial education, and much more.

Questis

questis.co

Questis is a workforce financial empowerment company providing a complete personal finance solution. We help businesses become life-changing employers by helping employees solve the root causes of financial stress and cultivating financially resilient workforces. We transform people’s relationships with money through deep financial healing and an easy-to-follow path to financial empowerment. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co.

Brightside

gobrightside.com

Brightside helps people make the right money moves - from accessing emergency cash to consolidating credit card debt and managing student loans.