If you are mapping out your wealth goals for the year, developing the right strategy to earn, save, and invest can seem daunting. If you haven’t yet, it’s a good idea to take the time to create an annual goal for your wealth and a plan that documents how to get there. With the right tools, technology can do much of the heavy lifting, whether creating a budget, maximizing tax savings, growing your stock portfolio, or even adding strategies like equities trading or real estate investing into the mix.
To streamline and enhance your wealth building in 2025, here are some tools that can help you gain more control over your financial life.
Projection Lab
Financial planning software ProjectionLab can help you with your financial planning. It will help you make a plan to pay off debt, save for education, buy a home, or even retire. The software allows you to set goals, test investment strategies, assess your financial plan, and build financial acumen through education resources.
Stocks To Trade
StocksToTrade is a robust tool for those new to stock investing as well as seasoned day traders, with AI-powered tools to maximize your investing potential.
A comprehensive platform for trading, StocksToTrade assists you in making informed trade decisions by offering real-time data, charting tools, news, alerts, watchlists, and scanners. You can also use chat rooms to discuss strategies with experienced traders and trainers. The tools are useful to anyone beginning in trading stocks or working to enhance trading strategies.
Rocket Money
If you’re looking to cut unnecessary expenses and take control of your budget, Rocket Money can help. This all-in-one personal finance app tracks your spending, identifies subscriptions you may no longer need, and even helps negotiate lower bills. With features like automated budgeting, net worth tracking, and bill reminders, Rocket Money makes managing your finances simpler and more efficient. It’s a great tool for anyone looking to reduce wasteful spending and build better money habits.
Equity Set
Getting access to the right data and tools is crucial for anybody interested in investing in stocks. EquitySet is an online platform that provides analysis and visualization of financial data to help ordinary investors gain tools similar to those used by the pros. EquitySet goes beyond basic stock screening by offering deep-dive financial metrics, trend analysis, and sector comparisons, allowing investors to make data-driven decisions with confidence. Whether you’re evaluating potential investments or optimizing your portfolio, EquitySet’s intuitive interface and powerful analytics help bridge the gap between amateur and professional-level investing.
Betterment
Looking for a financial advisor? Betterment is an online financial advisory service for the financially conscious. Betterment provides a robo-advisor to manage investments for you. It also offers retirement planning, cash management, and tax strategies. If you want help from a human financial advisor, the platform also provides virtual access to one. Betterment is built to accommodate those who are planning for retirement.
Public
Public makes investing accessible with commission-free trading and fractional shares for stocks, ETFs, and alternative assets like art and crypto. The platform also offers a social investing experience, allowing users to follow other investors and discuss strategies. With built-in financial insights and market explanations, Public is a great choice for anyone looking to start investing or diversify their portfolio.
Get the Tools You Need for Your Financial Future
To build wealth, you’re going to need a solid strategy, discipline, and the right tools. Whether you’re working to create a budget, grow your investments, reduce debt, or save for the future, leveraging tools like the ones on this list can make all the difference.
Technology can help you make more informed decisions and simplify financial management. With more options than ever, you have a tremendous amount of options to help you take control of your financial future. Doing so will help you make smarter, more strategic choices that will build wealth and move you that much closer to financial freedom.
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