Alternatives

Products that do what Circe — Financial guidance, reimagined does

Closing the wealth gap, one conversation at a time

1
Runway▲110
AI-based financial planner
2014
2
Path, by Wealthfront▲218
Automated financial planning
2017
3
Fina▲257
Your AI financial advisor
2023
4
Fundrise▲138
The first low-cost private market investment advisor
2017
5
MyInvestment-AI▲130
AI helps secure wealth, trusted by 300+ users
2024
6
Uprise Ask Us Anything▲150
Spot-on answers from our CFP financial experts, 100% free
2022
7
Richify.ai - Financial Wellbeing ▲43
AI-Powered Financial Insights and Education
2025
8
Foresight▲201
Financial model templates for startups and investors
2015
9
Optivault▲92
AI financial advisor that optimizes your money and budget.
Dec 2025 · optivault.co
10
Parthean AI▲99
A financial expert in your pocket
2023
11AO
Ask our algorithm and real financial expert anything about your money▲38
It’s pretty simple: ask us absolutely anything about your finances (it’s okay to be really specific to your situation!) and our algorithm backed by a Certified Financial Planner will give you a hyper-personalized spot-on answer, for free. Go ahead and stump us! Let’s really kick the tires on this thing :) Up until now, we've been doing comprehensive financial advising for free. Our most popular feature is the ability to just ask us anything so we figured why not make that feature available for everyone? Also for free :) Some more context: Uprise’s mission is to make wealth…
2022 · app.uprise.us
12
StartVest▲4
Financial literacy for Gen Z - ETFs & investing made simple
Jun 2026 · start-vest.com
13
SaveCash AI▲11
#PersonalFinance #Budgeting #AI #Fintech #MoneyManagement
2025
14
Prosperity AI ▲13
Making personal finance, personal
2025
15
Finwise▲7
Smarter financial planning, powered by AI
2025
16
MindVest▲6
If ChatGPT and your bank had a smarter baby.
Oct 2025
17
Finvise AI▲10
Manage every asset from one intelligent workspace.
Jul 2026 · finviseai.com
18
Henrie.ai▲10
Your personalized AI money coach, matched to your style.
2025
19
WealthAI▲5
Transform Your Financial Future with AI
Oct 2025
20
WealthBox Ai▲12
AI Powered Financial Plan and Investment Strategy Generator
2025
21
Finbos▲13
AI powered financial intelligence app
Dec 2025 · finbos.app
22
FinancesBox▲6
AI Finance Advisor
Oct 2025
23
FinSavr▲3
AI-powered budgeting in your pocket
May 2026 · finsavr.net
24
FundGenie - Your personal finance guide▲2
What if investing felt simple, personal & built around goals
May 2026 · fundgenie.online

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