SeekInvest offers Financial HarMoney
ProductOperating Status: Currently Offered
Proprietary assessment suite for values-based financial planning
Proprietary assessment suite for values-based financial planning
Proprietary assessment suite for values-based financial planning
FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.
AI-powered spend insights that identify savings opportunities and optimize financial decision-making.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Financial planning service for startup founders and employees with equity compensation.
Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.
MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.
Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.
FDIC-insured business accounts with high-yield earnings, zero fees, and integrated cash management.
AI-powered spend insights that identify savings opportunities and optimize financial decision-making.
getquin's platform tracks net worth and portfolios across linked accounts in EUR.
Personal finance and retirement planning for corporate executives.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
SPVs & Funds lets managers launch and run SPVs and multi-asset funds with automated calls and K-1s.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.
Financial planning service for startup founders and employees with equity compensation.
Financial wellness tool helping users budget, save, and achieve financial goals through personalized insights.
MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.
Mobile app delivering personalized financial guidance, budgeting tools, and employer wellness benefits.
getquin's platform tracks net worth and portfolios across linked accounts in EUR.
Personal finance and retirement planning for corporate executives.
Finn is an AI wealth manager app that monitors linked accounts and proposes approved money moves for individual investors.
Digital wealth platform for institutions and advisors.
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
SPVs & Funds lets managers launch and run SPVs and multi-asset funds with automated calls and K-1s.
Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.
A read-only MCP connector exposing a user's Finary data to AI assistants.
