Our Favorite Resources & Toolkits

Golden piggy bank surrounded by coins

Here are our favorite companies in the personal finance space and our top recommendations to help you budget, save, invest, and more.

We’re always on the lookout for inventive businesses which help people get more out of their money. Reach out with any user feedback or suggestion!

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Table of Contents

Some links on this page are affiliate links. This means that, if you click on a link and join, we may receive a referral commission, at no extra cost to you. This in no way affects our suggestions. We only recommend companies we know, love, and trust.


Number 1 Recommendation: The Motley Fool

The Motley Fool Logo

The Motley Fool has been providing investing insights and financial advice to millions of people for over 25 years. Their flagship service Stock Advisor is perfect for beginners and experienced investors alike. Every week, you get hand-picked stock recommendations plus access to articles, videos, and tools to build your portfolio. Access market-beating stocks and join the world’s greatest community of investors to help you invest - better. Join Stock Advisor.


Alternative Assets

Alternative assets enable investors to expand their investment portfolio and seek returns with low correlation to equity markets. To learn about these investment opportunities, you can check our Alt. assets articles.

Leading Alternative Investments: Yieldstreet

Building Alternative Portfolio: Investables

Yieldstreet Logo Investables Logo
Yieldstreet is an alternative investment platform focused on generating income streams for investors. Diversify beyond the stock market on the leading platform for private market investing, offering more asset classes than any other: real estate, crypto, art, venture capital, short-term notes, etc… Evolve your wealth.

Investables is a platform for alternative investments in physical assets. By purchasing shares of collections, you invest and own a piece of the underlying asset of exclusive collectibles such as watches, fine art, jewelry, classic cars, wines & liquors. Estimated returns of 8 to 20% per year. Prices start from $10 per share. Explore their collection.


Easiest for Gold Investment: Vaulted

Top for Fine Wine Investing: Vinovest

Vaulted Logo VinoVest Logo

Vaulted is a mobile platform for investing in allocated and deliverable physical gold. Through their app, you can invest in 99.99% pure gold kilo bars manufactured by the Royal Canadian Mint and certified conflict-free. Vaulted gives you full autonomy in planning your investment. Get started with $10.

Wine investment delivers consistent returns that have outpaced the stock market. With Vinovest, you invest in wines picked for maximized returns. You own all the wines in your portfolio, 100%. They have four investment tiers, starting from $1,000. Visit the Vinovest Marketplace.


Whether you're looking to open a checking account, savings account, or even a credit card, our list will help you find the best choice for your financial needs.

Outstanding Banking Solutions: CIT Bank

Superior Banking App: Revolut

CIT Bank Logo Revolut Logo

Awarded Best Customer Experience Institution by American Banker, CIT Bank is a company you can trust for your financial journey. Now a division of First Citizens Bank, they offer competitive interest rates, for both short-term and long-term savings and CD accounts. CIT helps you stay on target for your savings goals. Learn more today.

Having been a Revolut customer since 2019, it makes day-to-day spending a breeze with all things money in one place. Cashback, automated savings, currency exchange, travel perks, stocks, crypto, and commodities investments, Revolut has it all! Open your account in a flash and get Revolut Premium free for 3 months with this link.



Personal budgeting tools can help you keep track of your income and expenditure. A lot of the budgeting solutions out there are either too complicated or too simplistic. Here are some of the best apps to help you manage your daily expenses.

Finest Planners: Day Designer

Best Budgeting App: Mint

Day Designer Logo Mint Logo

Day Designer creates beautifully functional planners and diaries that enable you to live a more organized, productive, and stylish life. Crafted with a sleek, minimal aesthetic and meticulous attention to detail, Day Designer's products are easy to use and guaranteed to last. See their flagship Daily Planner and get 10% off with promo code DDAFFILIATE10

Mint is the #1 most downloaded personal finance app. Reach your financial goals with personalized insights and custom budgets. Use Mint as a subscription manager and track your money spending. See your monthly bills, create budgets, grow savings, and build stronger financial habits. Get Mint and plan ahead!


As a personal finance writer, I often emphasize being smart about how you spend your money. But what about businesses? Companies of all sizes can benefit from savings too. Why should cash back, travel, or lifestyle perks only be for individuals? Explore our business-related blog posts.

Simplify Business Spending: Ramp

Popular Business Card: Revenued

Ramp Logo Revenued Logo

Ramp is a finance automation platform designed to help businesses save time and money. They offer a corporate card with unlimited 1.5% cashback, expense management, bill payments, accounting automation, and real-time reporting - all in one easy-to-use solution with no annual fee. Get started with Ramp with no personal credit checks or founder guarantee. Read our Ramp review.

Revenued offers a card built for all businesses, including those with subprime credit. With instant approvals and flexible spending limits that are based on business revenue. Earn $500 after spending $5,000 within your first 3 months and 3% cash back on every purchase. Get the card that cares less about your credit and more about your business.

Debt Management

Whether you are dealing with student debt, credit card debt, or any other form of debt, we've got your back. We want to help our readers find the best companies and work out a plan that fits their financial situation and future goals. Read our tips to manage money.

Financial Comparison Shopping: SuperMoney

Easy Tax Filing: TaxSlayer

SuperMoney Logo Tax Slayer Logo

You wouldn’t book a flight without comparing options, would you? Why should shopping for financial services be any different? SuperMoney makes financial comparison easy. Compare rates, terms, and features on thousands of financial products and services. Insurance, loans, and credit cards: get your personalized rate.

TaxSlayer helps you easily file your federal and state taxes online. File any tax situation including all IRS forms, credits, and deductions - no restrictions. All customers get free, unlimited phone and email support. Learn about their tax preparation services and get started for free today! File for 25% off with our link.

Credit Report & Credit Score Canada: Borrowell

Credit Report & Credit Score USA: The Credit Pros

Borrowell Logo The Credit Pros Logo

Get your credit report and credit score for free with Borrowell, plus personalized tips, tools, and offers that fit your profile and help you meet your financial goals. No credit card, SIN number, or bank account is required. It takes less than 3 minutes to check your credit. Join two million members and access your free credit score today.

The Credit Pros has been helping people repair their credit by updating inaccurate items for over a decade. You get easy-to-read credit reports and personalized score insights. Credit Monitoring is included at no additional charge (which can help you spot potential identity theft). Get started online.


These trading platforms, investing apps, and wealth services are the cream of the crop! They offer everything a beginner or an experienced investor may need when trading stocks, options, or futures online. To get guidelines in your investment decisions, view our popular investing articles.

Dominant Social Trading Network: eToro

Favorite Trading Platform for Beginners: Trading 212

e-Toro Logo Trading 212 Logo

I have been investing with eToro* since 2020, a multi-asset platform with 30M users. Practice with a demo account or copy top-performing traders automatically. eToro differentiates itself by being both a trading platform and a social investing network. Join Now. Your capital is at risk. Other fees may apply. For more information, visit etoro.com/trading/fees or read our eToro review.

As a user since 2020, I buy stocks and ETFs with zero commission with Trading212. Their platform is easy to use, particularly for beginner investors. Invest as little as €1/£1 with fractional shares, commission-free. Join 2 million clients and start investing now. Currently unavailable for residents of the United States and Canada.

Perfect to Invest for Your Kids: Acorns

First Class Wealth Management: Personal Capital

Acorns Logo Personal Capital Logo

Acorns has multiple investing solutions, investment, and retirement accounts. Acorns Early is an investment account for kids that can come with potential tax benefits. Start with $5 and give your children an easy, automated head start. Invest for the kids in your life and claim your $20 bonus investment with this link or read our Acorns review.

With Personal Capital, you get holistic wealth management services, in addition to free financial tools. Whether it’s your first portfolio or the sophisticated strategies you’re looking for, their financial advisors will help you build a diversified portfolio, customized with all the things you care about. Get started.


Which is the best way to learn personal finance and invest in the stock market? It will depend on your learning style, but several resources might help you. Here are our favorite ones.

Everything You Need to Pick Stocks: The Motley Fool

Top Read: Why Does The Stock Market Go Up?

The Motley Fool Logo Why Does The Stock Market Go Up? by Brian Feroldi

Having been a Motley Fool member since 2020, I cannot praise their services enough! When it comes to choosing stocks, if you are a new investor, you have two options: spending hours online finding (often questionable) advice, or getting 10 hand-picked recommendations each month from experienced investors. Check Stock Advisor.

Have you ever heard the news say "the Dow rose 300 points today" and had no clue what it meant? If the answer is yes, you're not alone! Most people are taught nothing about investing or the stock market while they are in school. This book was designed to arm ordinary people with the knowledge they need to build extraordinary wealth.


Real Estate

If you are looking for companies to start investing in real estate, then read on! These are solid places to get you started. You can also head over to our Blog for the most recent Real Estate articles.

Modern Real Estate Investing: Equity Multiple

Real Estate Winners: The Motley Fool

Equity Multiple Logo The Motley Fool Logo

Equity Multiple blends crowdfunding with a more traditional real estate investing approach that can lead to high returns. They provide a range of flexible options to fit your objectives and three complementary strategies to support the evolution of your portfolio. You can start with $5k. Sign up in minutes.

Real Estate Winners is a service offered by The Motley Fool. Members get one real estate investing recommendation monthly, and access to educational materials and content to make them better real estate investors. The Team will also unveil their 10 best ideas, updated quarterly. Sign-up today.



Whatever your age, retirement planning should be on your to-do list! Here are some of the best companies that can help you with this. Get some guidance with our retirement content.

401(k) Rollovers Made Easy: Capitalize

Personal and Workplace Pensions: Penfold (UK)

Capitalize Logo Penfold Logo

Capitalize makes it easy for you to compare and choose an IRA based on what you care about. From finding your old 401(k)s to helping you pick an IRA from top providers, you'll save time, money, and hassle. The best part? It’s free! See how it works.

Digital pensions are made easy with Penfold, a workplace auto-enrolment and private pension provider. With their intuitive interface, powerful tools, and friendly customer service, you get total visibility of your savings and take control of your pension. Learn more today.



Helping you save and invest is our primary mission! But these companies are pro at what they do. Get answers to all your question with our how to save blog posts.

The Smart Way to Manage Money: Hiatus

Family Saving Made Easy: Unest

Hiatus Logo Unest Logo

Hiatus organizes your finances and monitors your largest expenses. It's unrealistic to think you will routinely analyze the rates on your mortgage, student debt, insurance, savings, and utilities. That's where Hiatus steps in and help prevent you from paying uncompetitive rates. Start saving.

UNest is a custodial investment account for your kids, helping you build a nest egg for any of life’s goals. The UNest app allows you to build a modern diversified portfolio for your children, including cryptocurrencies. UNest is a leader in family savings done right. Save for your kids, and earn rewards.


Student Life

Money management is hardly taught in school, but starting on the right path with your finances is crucial. These companies are helping students save money and learn skills along the way.

Banking for College Students: Firstcard

Elite Learning: Varsity Tutors

Firstcard Logo Varsity Tutors

College is tough. Banking services should be easy and rewarding. Firstcard is a Mastercard debit card that earns you up to 15% cash back at campus businesses, every time you shop. Firstcard is not your parents’ debit card! No sign-up fees, no annual fees, and no overdraft fees. Check it out.

Varsity Tutors offers private and group tutoring, classes, test prep, and virtual learning for all students and professionals. From Algebra to Python, and phonics to ACT prep, membership includes 1-on-1 tutoring in the subjects you need, with adaptive assessments. Explore their learning membership.


The information provided on this page, and the website as a whole, is for general information and does not constitute financial advice. Always do your own research for your personal circumstances.

*eToro (Europe) Ltd., a Financial Services Company authorized and regulated by the Cyprus Securities Exchange Commission (CySEC) under the license # 109/10. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 81% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.