Top AI tools for Financial Advisor

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

RocketPhone is an AI-powered voice platform designed to enhance sales and customer service team performance through smart automation and seamless CRM integration. It offers real-time insights, call transcription, and automated workflows to reduce admin tasks.

• Paid
• From 30$

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

• Contact for Pricing

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

Xeovo provides a privacy-focused VPN and stealth proxy solution designed to bypass censorship and protect user anonymity, offering strong encryption and a strict no-log policy.

• Paid
• From 6$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

CuServly is an AI-powered chatbot designed for customer service, capable of communicating in 95 languages and trained specifically on your business data.

• Paid
• From 29$

Latwy automatically syncs your financial transactions and account balances to Notion by connecting securely to your financial institutions, eliminating manual data entry and enhancing your personal finance management.

• Free Trial
• From 5$

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

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$

Nobias utilizes advanced AI to analyze financial analyst reports and track performance, providing unbiased market insights to help novice investors navigate the stock market.

• Other

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.

• Paid
• From 20$

HelpRange is an advanced platform for secure document sharing, real-time analytics, and access control, designed for businesses needing robust document protection in virtual data rooms.

• Paid
• From 87$

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

Realistics maximizes your iOS device's capabilities by offering personalized AI companions skilled in various domains, facilitating interactive learning and advice.

• Free Trial

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$

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

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

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

Alt Cortex is an AI-powered content curation and summarization platform that automates the collection, organization, and sharing of relevant news content. It helps businesses and creators deliver automated, organized, and tailored news summaries to their audiences.

• Free Trial

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Ushur provides an AI-powered Customer Experience Automation platform to automate workflows, deploy AI Agents, and deliver seamless, compliant, and personalized engagement at scale.

• Contact for Pricing

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

Callin.io provides customizable, white-label AI phone agents for businesses to handle inbound and outbound calls 24/7. Enhance customer service, capture leads, and automate tasks like appointment booking and FAQ handling with multilingual conversational AI.

• Free Trial
• From 30$

ShopUp is an AI-powered mobile application that helps users discover nearby sales and recommends the best credit cards to maximize rewards while shopping.

• Free

ChartBase enables users to effortlessly convert Notion databases into live-updating, customizable charts with no coding required. The platform offers a user-friendly interface, multiple export options, and advanced chart customization for streamlined data visualization.

• Freemium
• From 3$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

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

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

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.

• Paid
• From 50$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

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

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• 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

Knolli.ai allows users to build AI assistants, tools, and workflows trained on their specific knowledge base, catering to knowledge creators and internal teams. It facilitates monetization, personalized learning, and streamlined business processes.

• Freemium
• From 19$

Better Deal is an AI-powered real estate investment platform that helps users find and analyze potential investment properties with comprehensive market analysis tools and property insights.

• Free

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$