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What is WealthNX?

WealthNX AI combines personal finance, investment management, and artificial intelligence into a unified platform. Users can track their net worth, manage budgets, oversee cash flow, handle debt, monitor investments and cryptocurrencies, scan receipts, keep an eye on recurring bills and subscriptions, analyze portfolio exposure, earnings, insider transactions, and market sentiment, and utilize tools like Wealth Genie, AI Stock Assistant, and AI Crypto Assistant to ask questions. Moreover, WealthNX provides features that cater to household and family dynamics, offers a flexible Build Mode, and supports voice interactions. The system guarantees that all linked accounts are read-only, ensuring that WealthNX does not partake in any money transfers or trading activities. It is crucial to remember that the insights shared are meant for educational and informational purposes and should not be construed as investment, tax, or legal advice. With a wide array of functionalities, WealthNX is designed to empower users to make well-informed financial choices, enhancing their overall financial literacy and engagement.

What is Finoya?

Finoya provides a customizable AI CFO software solution tailored for accounting firms, fractional CFOs, and bookkeepers, enabling them to offer the service to their small and medium-sized enterprise (SME) clients under their own brand rather than Finoya's. The software features an assistant named Noya, which delivers accurate calculations derived directly from the client's integrated accounting data, eliminating the need for internet searches or estimates. Notable aspects include: • More than 20 integrations with different accounting platforms • A G2 rating of 4.2 • Free access for SMEs for an unlimited time • Complimentary service for the first five clients of accounting firms, followed by a monthly fee of $39 for additional clients This unique strategy guarantees that financial information is managed with precision and reliability, thereby enhancing the overall service quality offered to clients. Furthermore, by allowing firms to brand the software as their own, Finoya fosters stronger client relationships and trust, positioning itself as a valuable partner in the financial management landscape.

Media

Media

No images available

Integrations Supported

Plaid

Integrations Supported

API Availability

API Availability

Pricing Information

$8.99
Free Trial Offered?

Pricing Information

$39/client/month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

WealthNX AI

Date Founded

2024

Company Location

United States

Company Website

www.wealthnx.ai

Company Facts

Organization Name

Finoya

Date Founded

2024

Company Website

www.finoya.ai/

Categories and Features

AI Finance

Not specified

Personal Finance

Not specified

Categories and Features

AI Finance

Not specified

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