Top AI tools for Financial Advisor

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

SecuRedact is a secure tool for automatically anonymizing and redacting sensitive data within various document and image formats, operating locally for enhanced data privacy.

• Freemium
• From 11$

1099Online is a cost-effective, secure platform designed for quick and easy electronic filing of 1099 forms with the IRS, offering essential features like TIN matching and bulk data import.

• Paid

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Identity Guard offers advanced identity theft protection powered by AI-driven monitoring and alerts, securing financial and personal information for individuals and families. Stay safeguarded from fraud, scams, and online threats with round-the-clock monitoring and industry-leading insurance coverage.

• Paid
• From 8$

Tradytics is a comprehensive trading platform that utilizes AI to provide professional-grade market data, options flow analysis, and trading tools typically only available to Wall Street professionals.

• Freemium
• From 69$

Veryfi is an AI-driven bookkeeping platform designed to automate expense management, receipt processing, timesheets, and vehicle mileage tracking for individuals and teams. Featuring real-time data extraction, robust integrations, and stringent data privacy, Veryfi streamlines accounting workflows and eliminates manual data entry.

• Paid
• From 14$

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

Atomic Mail is a secure email provider that prioritizes user privacy and data security through advanced encryption technologies. It offers a free, private, and ad-free email experience.

• Free

Ethos provides a user-friendly self-custody crypto wallet featuring encrypted key management, cross-chain trading, and gasless transactions across multiple blockchains.

• Free

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• Contact for Pricing

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$

Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

Datalyse offers a cloud-based CRM platform designed for small businesses and sales teams, unifying communications like calls, WhatsApp, email, and SMS, alongside sales pipeline management and workflow automation to improve productivity.

• Paid
• From 12$

Productive is an AI assistant for cell phone calls that automates note-taking, task management, CRM logging, and more. It helps professionals remember everything and streamline their workflow.

• Free Trial
• From 20$

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

Prompteam integrates AI into team workflows to automate tasks, boost productivity, and streamline collaboration.

• Freemium
• From 9$

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Go Global World is an investor-first platform designed to streamline the startup discovery process. It offers AI-powered matchmaking, a standardized profile format, and a global network of verified investors and startups.

• Freemium
• From 249$

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

AI Scam Detective is an AI-powered tool that analyzes messages and conversations to detect potential scams, providing a risk score from 1-10.

• Free

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• Other

I Ching Online offers AI-enhanced I Ching readings and interpretations, blending traditional wisdom with modern technology for guidance on life decisions.

• Freemium

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Bankstmtconverter instantly converts bank statements from PDF, JPG, JPEG, and PNG formats to Excel, CSV, or Google Sheets. It leverages AI and OCR technology for efficient and accurate financial data extraction.

• Freemium
• From 2$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.

• Freemium

TaxZerone is an IRS-authorized e-file service platform that simplifies the filing of federal tax forms for individuals, businesses, and nonprofits through an intuitive, secure, and guided process.

• Freemium

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

Dovly's AI-powered engine simplifies credit building, repair, and protection. Achieve significant credit score improvements and reach your financial goals.

• Freemium
• From 9$

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$