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About

Finaxus is agentic financial intelligence, not a portfolio tracker, not a robo-advisor, and not a broker. It is an autonomous financial watchdog that monitors your portfolio, watchlist, and markets 24/7, including prices, earnings, news, macro releases, fundamentals, technicals, and on-chain flows. Its default state is silence: when nothing crosses your threshold, you hear nothing; when something actually matters, Finaxus reaches you in the messaging app you already use. It unifies financial context across portfolios, brokers, watchlists, market events, and data sources, then reasons about what could move the assets you actually own. Users can set price targets, percentage moves, or earnings dates in a single message, and Finaxus watches them until a threshold is crossed. It can explain what is driving a move, show portfolio exposure, model an earnings miss before the print, identify next week’s events that may affect current holdings, or run analysis.

About

Operelio automates lead flow into your CRM. A file lands in a folder and a trail runs on its own: automated cleanup and formatting, deduplication against the records you already hold, email verification, a check that each company is still trading, your suppression list applied, an ICP filter, every column mapped to the right CRM field, automated lead routing to the right owner, and a direct push into HubSpot, Salesforce or Pipedrive. Build it once and it runs on every file after that. Nothing is written until you see the preview: what will be created, what will be updated, what will be skipped. A value your CRM already holds is never overwritten. Let clean runs through on their own and hold the rest for approval. There are also 17 tools to run by hand, 15 of them free. Free plan, no card.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Active multi-broker investors who need an always-on AI watchdog to monitor portfolios, market events, and risk signals without checking dashboards all day

Audience

RevOps, sales ops, marketing ops, demand gen, lead-gen agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$8.99 per month
Free Version
Free Trial

Pricing

$39/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Finaxus
United States
finaxus.ai/

Company Information

Operelio
Founded: 2026
United Kingdom
operelio.com

Alternatives

Alternatives

DataMatch

DataMatch

Data Ladder
Zuar Runner

Zuar Runner

Zuar, Inc.
DemandTools

DemandTools

Validity

Categories

Categories

Integrations

Alpaca
Binance
ChatGPT
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
Gemini
HubSpot CRM
Kraken
OAuth
OKX
Robinhood
Telegram
Twelve Data
Webull
eToro

Integrations

Alpaca
Binance
ChatGPT
Claude
Coin Metrics
CoinGecko
Coinbase
FRED
Finnhub
Gate.io
Gemini
HubSpot CRM
Kraken
OAuth
OKX
Robinhood
Telegram
Twelve Data
Webull
eToro
Claim Finaxus and update features and information
Claim Finaxus and update features and information
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Claim Operelio and update features and information