> #financial planning

Betterment

Paid

Betterment is a leading AI-powered robo-advisor and digital wealth management platform that automatically invests and rebalances diversified portfolios based on user goals, risk tolerance, and time horizons. It uses AI for tax-loss harvesting, automated rebalancing, and personalized financial planning guidance.

Wealthfront

Paid

Wealthfront is an AI-powered automated investment management platform that builds and manages diversified investment portfolios using ETFs with daily tax-loss harvesting, direct indexing, and financial planning tools. It offers a comprehensive automated financial planning experience through its Path financial simulator.

Anaplan

Paid

Anaplan is a cloud-based connected planning platform that uses AI to help enterprise organizations model complex business scenarios, run financial planning, sales forecasting, and workforce planning across the entire enterprise. Its AI features include predictive insights and scenario modeling at scale.

Adaptive Planning

Paid

Workday Adaptive Planning is a cloud-based financial planning and analysis platform that helps finance teams create flexible budgets, forecasts, and reports with AI-powered predictive insights. It connects to Workday HCM and other systems to drive connected planning across the enterprise.

Cube

Paid

Cube is an AI-powered FP&A platform that works alongside existing spreadsheets by connecting Excel and Google Sheets to a central data hub, enabling finance teams to automate reporting and consolidation without replacing familiar tools. Its AI features include automated data consolidation and anomaly detection.

Jirav

Paid

Jirav is a cloud-based financial planning and analysis platform built for small to mid-sized businesses that integrates with accounting systems to automate reporting, budgeting, and forecasting. Its AI provides contextual insights and helps finance teams build and share financial models without complex spreadsheets.

Vena Solutions

Paid

Vena Solutions is an AI-powered financial planning and analysis platform that works natively within Microsoft Excel, preserving existing spreadsheet models while adding centralized data management, automated consolidation, and AI-driven insights. It helps finance teams modernize FP&A without abandoning familiar Excel workflows.