In today's complex financial landscape, achieving your financial goals requires more than just saving; it requires smart management of your entire financial picture. That's where Merlin steps in. Merlin is not just an app; it's your financial co-pilot, designed with the mission to democratize wealth management. Our platform offers a unique, user-friendly experience that brings together all aspects of your financial life. Features: Comprehensive Bank Account Integration: With Merlin, you can easily connect multiple bank accounts, allowing you to see your total spending across all accounts in one view. This holistic approach ensures you have a clear picture of your financial status at all times.
Stock Portfolio Management: Enter your stock purchases to see how they impact your net worth. Merlin's intuitive design makes it simple to track your investments and their performance over time, enabling you to make informed decisions about your stock portfolio.
Unified Financial Dashboard: Merlin's dashboard provides a unified view of your finances, combining your spending habits and investment performance. This comprehensive overview helps you make better financial decisions and stay on track towards achieving your wealth goals.
No Merlin Wealth Management videos yet. You could help us improve this page by suggesting one.
Based on our record, Kubera seems to be more popular. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
For anyone who needs a hosted/paid/slick alternative, there is https://kubera.com Disclosure - I work at Kubera. - Source: Hacker News / 9 months ago
I use Kubera and it deals with multiple geos fine. It’s really good but it’s not free, if that’s important to you. Source: about 1 year ago
Kubera might be worth looking into for inspiration. Source: about 1 year ago
FYI - kubera.com is a website (paid, no free tier) that allows you to link all your investments (crypto included) where they are at. You would not put any passwords or seed phrases. However the app has a dead man's trigger. If you don't respond to an email after some time it will forward the info to whom you set it up to send (if that person doesn't respond there is another). Source: about 3 years ago
Finary - Track your net worth in real-time
Wealthfront - Automated, low cost investment service
Zapper.fi - A simple dashboard for DeFi. Easily track and visualize all your DeFi assets and liabilities in one simple interface.
Acorns - Automated portfolio management monitoring your investments
Delta App - An extension to the best crypto portfolio tracker on mobile.
Betterment - We manage your investments so you don't have to.