Portfolio Genius

RydePlan takes the stress out of car ownership with AI that shows what’s next, estimates costs, and stores all your service records in one place.Think Carfax + Mint + AI trained on your car and how you drive.Most drivers juggle dash lights, memory, manual tracking, or clunky apps. RydePlan replaces all that with one clean tool to save car owners time and money.RydePlan creates a personalized maintenance schedule, sends alerts, and helps you budget for expenses - giving you peace of mind. Perfect for busy professionals, first-time car owners, families, or anyone stressed out by car ownership and maintenance.Features- Maintenance Forecasts – See what’s coming based on mileage and history.- Cost Predictions – Estimate future maintenance expenses.- Smart Budgeting – Plan ahead with monthly car care goals.- Timely Reminders – Get email/calendar alerts.- AI Chat Assistant – Ask anything about car maintenance.- Service History – Log all past work in one organized place.

Planwell is a financial decision engine built on rigorous planning algorithms that connects all your financial decisions into one complete picture. Run what-if scenarios and find answers to questions such as:Can I retire earlywhile buying a bigger home? Can I go part-time to care for kids?Can I fund 100% of my kids' college while retiring early? Or what is the maximum I can fund?Find your financial sweet spot. Create personalized financial plans for major goals such as home buying, college savings, travel, and retirement and make tradeoffs between goals. Ideal for:Individuals seeking to manage personal financesFamilies planning for future expensesAnyone looking to achieve specific financial goalsTake control of your financial future with your AI financial advisor Planwell.

Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts.Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms.With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.Nauma provides both a DIY path for self-directed planners and a Guided path for those who want extra support. The result: clarity, confidence, and control—without spreadsheets, gatekeepers, or oversized fees.Disclaimier: Nauma is a technology platform, not a registered broker-dealer or registered investment adviser, and does not provide investment advice. Investing involves risk and investments may lose value. Past performance does not guarantee future results.

BankGPT is an AI-powered platform designed to automate financial document workflows for banks and enterprises. Key features include:Bank Statement Generator & Converter: Automatically extracts and converts bank statements into structured data.AI Invoice Generator & Scanner: Upload and process invoices in multiple formats.AI Receipt Scanner: Automates receipt data extraction.Ideal for:BanksAccounting firmsEnterprisesBankGPT streamlines financial document processing, saving time and improving accuracy.

IntroductionSenseFi is an AI-powered personal finance app that helps users make sense of their finances. Key features include:AI-Powered Insights: Provides personalized financial advice and recommendations based on your spending habits.Budgeting Tools: Helps you create and stick to a budget that works for you.Financial Tracking: AI-assisted tracking of your income, expenses, and investments in one place.Ideal for:Individuals looking to improve their financial literacy.People who want to automate their budgeting and easier financial tracking.Users seeking personalized financial advice.SenseFi uses AI to provide a more intuitive and personalized approach to personal finance management, making it easier for anyone to take control of their financial future.

Spenlys is an AI-powered personal finance tracker designed to help users manage their money effectively and achieve their financial goals. Key features include:AI Finance Assistant: Get personalized financial advice and insights through natural language conversations.Expense Tracking: Categorize transactions automatically for better spending analysis and insights.Income Tracking: Track salary, freelance income, and passive income sources in one place.Savings Focus: Identifies opportunities to increase savings and achieve financial targets.Ideal for:Individuals looking to improve their financial literacy.Freelancers and gig workers needing to track income and expenses.Anyone seeking personalized financial advice and insights.Spenlys combines expense tracking with AI-powered financial advice, making it easier than ever to understand your spending habits and make informed financial decisions.