Alternatives

Products that do what A New Robo Advisor tailored to your personal financial plan does

1. 1UW
   Use wealthbot.io to easily setup your own portfolio management platform▲114

   2015 · github.com

2. 2
   True Link Financial Advisors▲113

   Robo advisor for retirees

   2016

3. 3AP
   A paperless 401k with automated advising built-in▲83

   2015 · captain401.com

4. 4
   WealthBot.io▲87

   Open source wealth management platform

   2015

5. 5LM
   Lunch Money, a personal budgeting tool with multi-currency support▲229

   2019 · lunchmoney.cc

6. 6
   Path, by Wealthfront▲218

   Automated financial planning

   2017

7. 7
   AdvisorBot▲105

   The personal advisor for your startup

   2017

8. 8
   Autonomous▲64

   Superintelligent financial advisor at 0% advisory fees

   Jan 2026

9. 9PA
   Prophet – A financial micro-framework in Python▲152

   2014 · blog.michaelsu.io

10. 10
    Rupert▲104

    A financial robo-advisor with a chip on his shoulder

    2022

11. 11NA
    Numary – An open-source, scriptable financial legder▲19

    2021 · github.com

12. 12ER
    Equity Robo-Research FinTech through NLP▲14

    2016 · retnio.com

13. 13RA
    Runway – An Automated Financial Planner▲8

    2014 · runway.co

14. 14MS
    My side project is helping me manage my finances▲9

    For years, I have struggled to understand my cash flow and save for the future. In addition to that, my wife has many credit cards and accounts that complicate matters. I am building a tool that connects all our accounts, helps us create a budget, and tracks and adjusts expenses on the fly. I am also sprinkling some AI magic on it for financial suggestions. I am looking for feedback on the implementation. More importantly, I am looking for more beta testers to improve the product.

    2023 · financemadelovely.com

15. 15PW
    Personalized Wealth Management – Institutional Meets Consumer▲15

    Problem: If you have less than $100k to invest, you get a robo-advisor that asks you 5 questions and dumps you into one of three cookie-cutter portfolios. If you have more than $100k, you get a human advisor who charges 1-1.5% annually to... basically do the same thing with a smile and calming voice attached. Meanwhile, institutional investors get custom strategies built around specific durations, target dates, tax situations and actual investment goals. Not because the math is harder—but because the economics only work at scale. Here's the thing: Both traditional advisors and robo-advisors…

    2025 · fulfilledwealth.co

16. 16MR
    Mintable – Roll-your-own Mint clone for managing personal finances▲87

    2019 · github.com

17. 17
    Finlingo▲77

    Your own AI CFO, watching your money on autopilot

    May 2026 · finlingo.ai

18. 18BA
    Built a free app for you to become your own financial advisor▲10

    2018 · finimize.com

19. 19FB
    Fluxo – Build a financial model in minutes, not days▲34

    2020 · fluxo.ai

20. 20PF
    Personal Finance Management in Node.js and Google Sheets▲20

    2016 · github.com

21. 21IB
    I built a microlearning app to learn personal finance▲8

    Jun 2026 · finance.usescroll.app

22. 22CC
    CLEAR Card – AI powered credit card for startups▲20

    2016 · getclear.io

23. 23SP
    Single-page web app for prototyping financial scenarios▲10

    2020 · github.com

24. 24AF
    A fun attempt at reinventing money▲17

    2017 · settle.network

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