Wealthnow alternatives

Tools that do what Wealthnow does, found by what they say they do rather than by shelf. Among the equally alike, the most used come first. Each line says how it differs from Wealthnow.

Read 2026-10-21 · Wealthnow itself: Free

With a free plan or free to use: Holdings, Rallies, Walnut, RockFlow, Veltrix AI, Truthifi.

10 alternativesUnlike Wealthnow

#1
Trade It Finance MCP · sign-in
Connects multiple brokerage accounts into one portfolio view and places stock and options orders through them.
Same job
2.9k
Active
From $2.50/user/mo
#2
My CFO Silvia Finance
Links your financial accounts, then answers questions on cash flow, holdings and goals from those figures.
Also: Chat assistant, Analytics
10.3k
Active
#3
Holdings Finance MCP · sign-in
Connects banking, invoicing, and accounting in one system; lets AI agents send quotes, invoices, and chase payments.
More widely usedAround longer, since 2022
115k
Active
Free
2022
#4
Rallies Finance
Connects brokerage and bank accounts to chat about portfolio holdings, receive market alerts, and research stocks with live data.
Also: Chat assistant, AnalyticsMore widely used
122
Active
Free
#5
TaxGPT (AI Tax Co-Pilot)Finance
Answers tax questions with cited sources, drafts memos, and analyzes tax documents for accountants and tax professionals.
Also: Chat assistantMore widely used
45.1k
Active
Contact sales
#6
Walnut Finance MCP · sign-in
Reads your linked brokerage holdings and answers portfolio questions, comparing returns to the S&P 500 and staging trades for approval.
Also: Chat assistant, Analytics
9k
Free
#7
Fillfolio Finance MCP · sign-in
Tracks brokerage, exchange, wallet, bank and manual holdings in one read-only net worth view.
Also: Analytics
11
From $9.17/mo
#8
RockFlow Finance
AI assistant that executes trades, manages portfolios, and analyzes market data for retail investors.
Also: Chat assistantMore widely used
66k
Active
Free
2021
#9
Veltrix AI Finance
Connects accounting and business tools to answer questions about financial data with source-backed insights.
Also: AnalyticsMore widely used
933
Active
From $49/mo
#10
Truthifi Finance MCP · sign-in
Connects brokerage and bank accounts, corrects miscoded transactions and misclassified securities, then answers finance questions from the cleaned data.
Also: Analytics, Data extractionAround longer, since 2021
12.2k
From $5.99/mo
2021

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How this list is made: the words Wealthnow is described with (what it does, for whom, what it is used for) are matched against every tool in the Atlas. A tool on the same shelf, or doing the same kind of work, counts for a little more. Nothing here is paid for.