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Find Your Match

Last Updated:
November 2024

Our rating system - FinSpot Star Ratings are based on editor research and expertise. Please do your own research before making any financial decisions.

Top Pick
1
9.7
FinSpot Rating
Make consistent, reliable profits from the stock market
  • VectorVest analyzes 16,000+ stocks daily and gives a simple buy, sell, or hold rating on each
  • Trusted by Over 1M+ Investors
  • Use Code FINSPOT at Checkout for a $4.95 (50% OFF) First Month Trial of VectorVest!
Get Started
Code: FINSPOT
2
9.5
FinSpot Rating
Outprfrm was built to enable anyone to make money buying and selling stocks
  • Designed to make investing more approachable and simplify your investing decisions
  • Accuracy scores updated 2x per day
  • 60k+ active analyst predictions tracked
Sweet Pick
3
9.2
FinSpot Rating
Get an airtight financial plan ‍in minutes!
  • Maximize your tax advantages to increase your net worth
  • Playbook estimates it can help boost net worth by about $1.3 million
  • The best way to build wealth? Don’t overpay taxes on your investments
Get Started
4.4/5 on Trustpilot
4
9.1
FinSpot Rating
Empower helps over 18M Americans by providing:
  • Smart planning and investment advice
  • A complete financial view in the Empower Personal Dashboard
  • Meaningful conversations with Empower financial professionals
Get Started
Popular Choice
5
8.7
FinSpot Rating
Buy and sell thousands of stocks, ETFs, and coins
  • Unlimited trades, all commission-free. Yes, COMMISSION-FREE.
  • No account minimums
  • Get the most out of your money with smart investing products and personalized advice to build long-term wealth
Your Improved Portfolio Awaits!
1
VectorVest
Make consistent, reliable profits from the stock market
  • VectorVest analyzes 16,000+ stocks daily and gives a simple buy, sell, or hold rating on each
  • Trusted by Over 1M+ Investors
  • Use Code FINSPOT at Checkout for a $4.95 (50% OFF) First Month Trial of VectorVest!
Get Started
Code: FINSPOT

VectorVest claims to have consistently outperformed the S&P 500, achieving a 15% average annual return for two decades!

And not only the S&P 500, they’ve beaten every major stock market index. Don’t just take our word for it—verify this yourself during your trial by back testing every recommendation they've made.

The VectorVest Engine

The VectorVest Engine™ analyzes 16,000+ stocks every day and gives a simple buy, sell, or hold rating on each. This guidance reliably guides you on when to buy low and sell high.

  • Buy/sell signals based on mathematical models
  • Accurate assessments of the value of 16,000+ stocks
  • Analyze stocks in seconds w/proprietary indicators
  • Free quick start course & investment coaching
  • Market timing gauge tells you when it's safe to buy
  • Watchlists of highest rated stocks across strategies
  • Automated back testing & portfolio management
  • Free US-based live phone support
Get Started with your $4.95 Month Trial. 50% Off for a Limited Time!
Code: FINSPOT
Get Started
2
Outpfrm
Outprfrm was built to enable anyone to make money buying and selling stocks
  • Designed to make investing more approachable and simplify your investing decisions
  • Accuracy scores updated 2x per day
  • 60k+ active analyst predictions tracked

Using data to clear the noise

Outprfrm was built to enable anyone to make money buying and selling stocks. And if you’ve ever felt that pang of anxiety or stress when thinking about investing, you are not alone.

Outprfrm is designed to make investing more approachable and simplify your investing decisions by evaluating the past accuracy of the financial professionals giving the investing advice.

Outprfrm calls themselves the “independent referees of investing advice”, here to clear out all the noise and direct you to the best sources.

  • Accuracy scores updated 2x per day
  • 60k+ active analyst predictions tracked
  • 3,700+ companies tracked
  • 2,000+ analysts tracked

Start Your Free Trial

The time for investing based on job titles and random opinions is over. Now is the time to invest based on proven track records and performance verified by data. Move forward with everything you need to trust yourself and make the right trade!

3
Playbook
Get an airtight financial plan ‍in minutes!
  • Maximize your tax advantages to increase net worth
  • Playbook estimates it can help boost net worth by about $1.3 million
  • The best way to build wealth? Don’t overpay taxes on your investments
Get Started
4.4/5 on Trustpilot

Playbook is the world's most “super duper” tax efficient investing system!

Here’s how it works:

  1. They find your missed opportunities. Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing. Then, they work those opportunities into your plan so you can super-charge your net worth. 
  2. Calculate your optimal tax strategy. One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan. This is the backbone of your financial plan.
  3. Build your financial plan. Based on your situation, they craft a holistic plan to optimize your investments, tax advantages, and financial goals. Then, automate it for you. The goal? Put as much money as possible into your tax-advantaged accounts.
  4. You activate the most sophisticated tax-optimized investing system. Playbook built the world’s most advanced tax-optimized investing system so you can squeeze every drop of benefit from your new tax-advantaged accounts. Ever heard of tax-loss harvesting? This goes above and beyond tax-loss harvesting to optimize your tax bill.
  5. You reach financial freedom sooner!
Why we chose Playbook: 

Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy. Unlike traditional financial advisors, they leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee. With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.

4.4/5 on Trustpilot
Get Started
4
Empower
We help over 18M Americans by providing:
  • Smart planning and investment advice
  • A complete financial view in the Empower Personal Dashboard
  • Meaningful conversations with Empower financial professionals
Get Started
Popular Choice

How can Empower help you?

  • Individual investors: Grow your wealth - Redefine your strategy with free tools, tailored advice, and investment options.
  • Workplace plan savers: Save smarter - Maximize the tools and guidance available through your retirement plan.
  • Plan sponsors: Help your employees - Simplify plan management and engage with your employees and their goals.
  • Financial professionals: Exceed expectations - Grow your retirement business and expand your client offerings.

Simply put, they’re a financial services company on a mission to empower financial freedom for all. They work with individuals and all sizes of organizations to offer investment, wealth management and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear and simple understanding of where their finances are today and where they’re headed.

“Our top priority as a leader in the financial services arena is to keep evolving and improving the savings and investment experience for our customers. As their needs, careers and lives change, we’re committed to being with them every step of the way — and exceeding their expectations.”

  • Edmund F. Murphy III, President and CEO
Why we chose Empower: 

Coming together with purpose. They have an unwavering commitment to their people and communities. From Diversity, Equity, Inclusion, and Belonging initiatives to volunteer impact, they're proud to empower employees day in and day out. We also love their vision and mission statements, and feel that they align closely with our values...

  • Vision: To transform financial lives through advice, people and technology
  • Mission: To empower financial freedom for all
Popular Choice
Get Started
5
Wealthsimple
Buy and sell thousands of stocks, ETFs, and coins
  • Unlimited trades, all commission-free
  • No account minimums
  • Get the most out of your money with smart investing products and personalized advice to build long-term wealth
Wealthsimple is building the world's “most human” financial company.

They started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. Wealthsimple invests your money in a globally diversified portfolio of low-cost index funds, and their cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means they do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now, or that most people found too time-consuming and tedious to do on their own.

Their expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.

Oh, and you have the option to invest on your own as well - commission free.

Investing is just one part of your financial picture. So, they've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future.

Why we chose Wealthsimple: 

They believe that everyone should have access to the tools they need to make smart financial choices. They embody what we strive to provide here at FinSpot. Wealthsimple is incredibly easy to use, and we think that's just the way money management software should be.

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