Top AI tools for Financial Advisor

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

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$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Smart Communications offers a scalable cloud-based platform for enterprises to deliver personalized, AI-powered omnichannel customer conversations, optimize data collection, and ensure regulatory compliance across financial, insurance, healthcare, and other sectors.

• Contact for Pricing

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$

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

GAIL is a conversational AI platform allowing businesses to create virtual employees for roles like sales and support, featuring human-like interaction and multi-channel communication.

• Paid
• From 500$

Business Worth uses AI to analyze offline business worth in specific locations, providing revenue projections and insights for informed decision-making.

• Usage Based

Harken is a smart flashcard app that leverages spaced repetition technology to enhance long-term memory retention, supporting various content types including text, images, audio, and code blocks.

• Freemium

ORO uses AI to integrate behavioral science, biometrics, and real-time financial data to offer personalized micro-actions for building long-term wealth and financial well-being.

• Other

Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

• Contact for Pricing

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

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

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing

Copper is a CRM platform designed for seamless integration with Google Workspace, offering automation, pipeline tracking, project management, and AI-powered email tools to help businesses manage contacts and grow relationships effectively.

• Paid
• From 12$

CryptoMatic is an AI-powered cryptocurrency trading bot that provides automated trading strategies through ready-made solutions and TradingView webhook integration.

• Free Trial

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

GReminders is an end-to-end meeting management platform offering automated scheduling, appointment reminders via SMS, email, or phone, and an AI notetaker to streamline workflows. It integrates seamlessly with popular calendars and CRMs to reduce no-shows and administrative tasks.

• Freemium
• From 10$

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.

• Free

Kleio is a Conversational AI platform designed for enterprise sales and marketing teams to simplify complex B2C purchasing journeys and boost conversions.

• Contact for Pricing

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$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

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$

Xodo is an all-in-one document solution offering powerful tools to manage, edit, convert, and sign PDFs, Office files, and images across web, desktop, and mobile platforms.

• Paid
• From 10$

Gimbla offers user-friendly, full-featured online accounting software designed for businesses of any size, providing robust invoicing, payment tracking, financial reporting, and role-based access controls with global server support.

• Freemium
• From 13$

Slice leverages artificial intelligence to automate receipt scanning, organization, and spending analysis, making expense tracking simple and accurate.

• Paid

iPlum is a mobile-first communication platform offering secure calling, texting, call recording, and compliance features tailored for professionals and businesses. Its advanced encryption, HIPAA compliance, and extensive business tools enable safe, reliable, and cost-effective remote communication.

• Paid
• From 9$

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.

• Freemium
• From 19$

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

Interfax delivers news, in-depth analysis, and risk management solutions focused on Russia and the CIS, supporting due diligence, reputational risk assessment, and business decision-making.

• Free Trial

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

Louisiana Mortgage Calculator is a free online tool designed to help users estimate monthly mortgage payments, total loan costs, and amortization schedules for home purchases in Louisiana.

• Free

Taproot Budgeting offers a streamlined way to set up and manage personal budgets, monitor expenses, share financial plans, and analyze spending trends for confident money management.

• Other

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• Contact for Pricing

MyVCCircle is a comprehensive personal finance management app offering AI-powered insights to help users track expenses, coordinate group savings, and build better money habits.

• Other

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

MindGenius Online is a comprehensive project management and mind mapping tool enhanced with AI. It facilitates brainstorming, planning, task management, and team collaboration for improved project outcomes.

• Freemium
• From 10$

MightyCall offers a cloud-based call center software solution for small and mid-sized businesses, providing advanced tools for customer service and sales communications. It features a unified interface, call distribution, live analytics, and various dialer options.

• Free Trial
• From 15$

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

Spotlight Reporting is an AI-powered business intelligence platform that enables accountants, advisors, and business owners to create comprehensive visual reports, forecasts, and dashboards for enhanced decision-making.

• Paid
• From 295$