My Advisers
Alternatives
0 PH launches analyzed!
My Advisers
Financial advisor
1
Problem
Users struggle to find reliable and expert-backed financial solutions through various institutions.
Solution
A platform that offers a wide range of financial solutions through partnerships with India's top Banks, NBFCs, and Insurance Providers,
Customers
Individuals seeking financial advisory services and solutions.
Unique Features
Partnerships with top Banks, NBFCs, and Insurance Providers in India for reliable financial solutions.
Finanads - Financial Advertising Agency
Financial Advertising Agency For For Financial Advisors
7
Problem
Financial advisors and wealth managers rely on disjointed marketing tools and agencies, leading to inefficient client acquisition, fragmented branding, and challenges in scaling their businesses effectively.
Solution
An all-in-one platform consolidating marketing efforts for financial professionals, offering tailored advertising campaigns, client retention tools, and brand-building features (e.g., compliance-friendly ads, analytics, content libraries).
Customers
Financial advisors, wealth managers, and financial firms seeking scalable marketing solutions to attract high-net-worth clients and strengthen market presence.
Unique Features
Specialized focus on financial services compliance, end-to-end campaign automation, and industry-specific templates for ads/social media/content.
User Comments
Saves time managing marketing channels
Compliant ads reduce legal risks
Improved client conversion rates
Streamlines branding efforts
Tailored analytics for finance metrics
Traction
Launched on ProductHunt in 2023 (exact metrics undisclosed), featured as a niche solution for financial services marketing.
Market Size
US wealth management marketing spend reached $4.2 billion annually (2023), driven by 300K+ financial advisors competing for $1.8 trillion AUM.
Financial Planning
Assets Management Company | Financial Advisor
3
Problem
Users rely on traditional financial planning services that may not offer personalized and tax-efficient strategies and face challenges in access to expert advice.
Solution
A comprehensive financial consultation, tax strategies, estate planning, and wealth preservation services tool, enabling users to receive tailored financial advice and long-term planning via expert consultations.
Customers
Individuals and business owners in Columbia, SC seeking expert financial guidance, tax optimization, and estate management.
Alternatives
View all Financial Planning alternatives →
Unique Features
Combines personalized financial planning with tax efficiency and estate preservation, delivered through local expertise.
User Comments
No user comments available from provided data.
Traction
Traction data (e.g., revenue, users) not explicitly stated in provided info.
Market Size
The global financial advisory market was valued at $62.3 billion in 2022 (Statista, 2023).
Steve: AI Financial Coach
Build daily habits to reach financial freedom
19
Problem
Users currently manage finances with manual spreadsheet tracking and costly financial advisors, leading to inefficiency and high expenses.
Solution
An AI-powered financial coaching tool where users receive personalized, science-backed nudges and goal guidance to build sustainable financial habits (e.g., daily spending insights and automated progress tracking).
Customers
Young professionals, freelancers, and gig workers seeking affordable, judgment-free financial guidance without complex tools or expert fees.
Unique Features
24/7 AI-driven behavioral science insights, zero-judgment habit-building, and automated goal tracking tailored to individual financial behaviors.
User Comments
Simplifies financial planning without overwhelm
Affordable alternative to human advisors
Nudges help stay disciplined
Easy progress visualization
Non-judgmental support builds confidence
Traction
Product launched in 2023; founder @StevAI has 1.2K followers on X. Comparable fintech apps like YNAB report $100M+ annual revenue and 4M+ users globally.
Market Size
The global fintech market, including personal finance tools, is valued at $194.1 billion in 2023 (Statista).
Goose Financial
Website for migrants to find financial services in the US
64
Problem
Migrants struggle to access financial services in the US due to lack of US credit history, leading to challenges in establishing financial stability and access to essential services. Lack of US credit history.
Solution
A web platform that enables migrants with no US Credit to find and access financial services tailored to their unique needs, facilitating a smoother transition to the US financial system. Users can explore various financial products that are willing to service them despite their credit status. Enables migrants with no US Credit to find and access financial services.
Customers
Migrants moving to the US who lack a local credit history and are in need of financial services to establish themselves.
Alternatives
View all Goose Financial alternatives →
Unique Features
Specifically targets migrants without US credit, aiming to make creditworthiness and financial services borderless, providing a niche solution not commonly offered by traditional financial platforms.
User Comments
Addresses a real need for migrants struggling with financial inclusion.
Unique approach to financial services.
Positive impact on migrant community appreciated.
Ease of use and accessibility of the platform noted.
Requests for more diverse financial products.
Traction
Due to limited public information, specific traction metrics such as number of users, MRR, or recent feature launches are not directly available.
Market Size
With over 44 million immigrants in the US as of 2021 and a segment actively seeking financial services, the market for solutions like Goose Financial is substantial.
Segmio Financial Tools
Plan for financial freedom and understand where you are
76
Problem
Individuals often struggle to keep track of their finances and plan for their financial future effectively, leading to stress and uncertainty about achieving financial freedom. struggle to keep track of their finances and plan for their financial future effectively
Solution
Segmio offers a platform that enables users to better track their finances and create accurate financial projections. It provides an overview of the user's financial situation, helping them understand how to maintain a good balance. enables users to better track their finances and create accurate financial projections
Customers
Individuals seeking to improve their personal financial management, especially those who struggle with budgeting, financial tracking, and future financial planning.
Alternatives
View all Segmio Financial Tools alternatives →
Unique Features
Segmio's unique features include its ability to create detailed financial projections and provide a comprehensive overview of an individual's financial situation.
User Comments
There are no specific user comments provided.
Traction
There's no detailed quantitative data available on Segmio's adoption, such as user numbers or revenue.
Market Size
The global financial wellness benefit market size is expected to reach $108 billion by 2027, growing at a CAGR of 13.6% from 2020 to 2027.
Financial Frontier
Your shortcut from confused to financially free
3
Problem
Users are struggling to understand personal finance through fragmented, unreliable sources like doom-scrolling finance TikToks, leading to confusion, inefficient money management, and delayed financial freedom.
Solution
A digital platform (likely a web/mobile app) where users learn practical money skills via bite-sized, actionable content, covering saving, investing, and financial planning through structured modules or short lessons.
Customers
Young professionals and Gen Z/Millennials seeking financial independence, with limited financial literacy, active on social media, and eager to adopt simplified, time-efficient learning methods.
Alternatives
View all Financial Frontier alternatives →
Unique Features
Curated, jargon-free content delivered in minutes; focuses on actionable steps instead of theoretical concepts; integrates relatable examples (e.g., budgeting for gig workers).
User Comments
Saves time compared to traditional courses
Easy to implement tips
Improved my savings rate
Clarity on investing basics
No overwhelming jargon
Traction
Launched on ProductHunt with 500+ upvotes; unclear revenue but positioned in the booming fintech education niche; founder’s social media presence unverified from given data.
Market Size
The global financial literacy market is projected to reach $1.5 billion by 2030 (Grand View Research), driven by demand for accessible financial education tools.
Richify.ai - Financial Wellbeing
AI-Powered Financial Insights and Education
29
Problem
Users currently face challenges in understanding financial markets and managing investments due to a lack of personalized advice and educational resources. They often depend on generalized information, which may not cater to their specific financial situations and goals. The drawbacks of this old situation include lack of tailored financial education and unsuitable investment insights, leading to uninformed financial decisions.
Solution
An AI-powered financial mentor platform that offers tailored financial education, portfolio insights, and interactive guidance from top investor personas. Users can leverage this solution to enhance their financial literacy, optimize their investment portfolios, and receive advice based on their unique financial circumstances. For example, the platform might provide specific investment strategies aligned with users' risk tolerance and financial goals.
Customers
Individuals seeking financial advice and education, including young professionals, new investors, and those wanting personalized financial guidance and insights. These users are typically tech-savvy and interested in improving their financial literacy and confidence.
Unique Features
The platform's uniqueness lies in its AI-driven approach to financial mentoring, which combines tailored education, personalized portfolio insights, and interactive guidance from virtual investor personas, offering a holistic financial growth experience.
User Comments
Users appreciate the tailored investment advice.
The educational resources are easy to understand.
Users find the interaction with virtual investor personas engaging.
Many users have reported increased financial confidence.
Some users request more advanced investment features.
Traction
Richify.ai has been launched with features like AI-driven financial insights and investor personas. It's gaining traction in the financial education market on platforms like ProductHunt, although specific quantitative data regarding the number of users or revenue is not readily available.
Market Size
The global financial planning software market was valued at $803 million in 2020 and is projected to reach $2.25 billion by 2028, indicating strong growth potential for AI-powered financial mentoring solutions.
Stocks-Expert – Financial Tools
Financial Calculators & Stock Analysis Tools
6
Problem
Investors often rely on multiple scattered tools to analyze stocks and calculate investment returns, which can be cumbersome and time-consuming.
Scattered tools to analyze stocks and calculate investment returns
Solution
A comprehensive financial platform
Analyze stocks, calculate investment returns, and make smart financial decisions with a range of financial calculators
Customers
Individual investors and financial analysts looking to make informed stock investment choices
Typically aged 25-60 with a strong interest in financial markets
They are keen on optimizing their portfolios and making strategic investment decisions
Unique Features
A variety of free and easy-to-use financial calculators integrated into one platform
User Comments
The platform is user-friendly and saves time.
It has a wide range of tools available in one place.
The calculators are easy to use and very effective.
It helps in making more informed financial decisions.
Some users might prefer more advanced features.
Traction
As a new launch, specific user numbers or financial metrics are not available.
Market Size
The global financial analytics market was valued at $6.7 billion in 2020 and is expected to reach $11.4 billion by 2026, growing at a CAGR of 10.1% from 2021 to 2026.
Financial Freedom & Business
Financial freedom & business
0
Problem
Users struggle with finding comprehensive and actionable resources to achieve financial freedom and business success, often relying on fragmented or generic advice that lacks tailored strategies for different experience levels.
Solution
An online guide/tool offering step-by-step strategies for financial independence and entrepreneurship. Users access AI-curated content, case studies, and templates for business planning, investing, and passive income. Example: A module on 'Scaling Side Hustles to Full-Time Ventures' with budgeting frameworks.
Customers
Aspiring entrepreneurs, small business owners, and professionals seeking side hustles. Demographics: Ages 25-45, tech-savvy, with 60% earning $50k-$100k annually. Behavioral traits: Self-educators actively consuming podcasts/books on finance.
Unique Features
Hybrid format combining interactive templates (e.g., ROI calculators) with video masterclasses from 7-figure founders; proprietary 'Wealth Roadmap' algorithm matching users to optimal business models based on skills/capital.
User Comments
Cuts through financial fluff with tactical playbooks
Finally a guide that bridges personal finance and real business-building
Worth it just for the investor pitch templates
Wish it had more crypto-specific modules
Dashboard makes tracking net worth growth effortless
Traction
Launched 3 months ago with 12k+ users (40% paid tiers), $28k MRR. Featured in 7 finance newsletters; founder @JohnDoeFinFreedom has 8.2k Twitter followers. Recent update added AI business-plan reviewer.
Market Size
The global online entrepreneurship education market is valued at $6.72 billion in 2024 (Statista, 2023), with 73% CAGR expected for AI-enhanced financial guidance platforms (Grand View Research).