Best Financial Planning Products in 2025

Truly tailored financial guidance without transferring a dollar.

Key FulfilledWealth.co features:

Tailored investments No transfer Financial planning

freemium $10.0 / Monthly

bank of the Free! Mobile banking that makes life easy.

Key bunq features:

100% online – no branch visits, no paperwork Manage expenses effortlessly Earn Cashback Free Business Account for Freelancers

Try for free freemium

We manage your investments so you don't have to.

Key Betterment features:

Automated Investing Low Fees Tax-Loss Harvesting User-Friendly Interface

Automated, low cost investment service.

Key Wealthfront features:

Automated Investing Low Fees Goal-Based Planning Tax-Loss Harvesting

The best retirement planning tool, FIRE calculator, and financial planning software built by, and for, the financial independence community.

Key ProjectionLab features:

User-Friendly Interface Comprehensive Financial Modeling Customizable Scenarios Security and Privacy

freemium $108.0 / Annually

Easy Investing For Smart People. Modern investment management.

Key SoFi features:

Range of Services Low Fees User Experience Member Benefits

Finance for Founders.

Key Pry Financials features:

User-Friendly Interface Comprehensive Financial Tools Integration Capabilities Real-Time Collaboration

freemium $50.0 / Monthly

Vena is the corporate performance management software combines native Microsoft Excel with the sophisticated workflow, audit capabilities, business rules and central database of an enterprise-class solution.

Key Vena features:

Integration with Excel Comprehensive Financial Planning Workflow Automation Security and Access Control

Simulate sprints before you run.

The first card API platform with app integrations.

Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Key Mint features:

Comprehensive Financial Tracking Free to Use Automatic Synchronization Spending Insights and Alerts

Quickly calculate how much expense claims cost your business.

Key The Expense Calculator features:

User-Friendly Interface Comprehensive Analysis Cost Efficiency Accessibility

Simple & automated expense tracking for busy freelancers.

Key Bonsai Expenses features:

User-Friendly Interface Integration with Other Tools Automated Expense Tracking Customizable Reports

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