Top AI tools for Financial Advisor

Sawal AI offers an AI-powered scheduling bot that automates appointment bookings, integrates with existing systems, and enhances customer experience. It reduces no-shows and improves operational efficiency for various industries.

• Free Trial

HigherVisibility is an award-winning digital marketing agency providing tailored SEO, PPC, and website design solutions to deliver measurable business growth. Their data-driven strategies help businesses of all sizes achieve higher search visibility and increased conversions.

• Contact for Pricing

AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

• Contact for Pricing

Origination Data delivers an objective and comprehensive view of mortgage lenders, enabling users to analyze loan products, borrower attributes, lender fees, and performance across US markets through interactive data visualizations.

• Other

AI Trading Predictor leverages artificial intelligence to analyze market trends and provide actionable insights. Visualize data and enhance your trading strategy across stocks, crypto, and commodities.

• Free

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$

One Click Finance is an AI-enabled platform designed to simplify DeFi interactions, offering tools for yield farming, airdrop tracking, and portfolio management within the Web3 ecosystem.

• Contact for Pricing

SBA Planner is an AI-powered platform that generates SBA-compliant business plans quickly. It transforms user inputs into professionally formatted plans, streamlining the SBA funding process.

• Free Trial

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

ProcessorIQ is an AI-powered platform that converts, labels, and risk-checks mortgage files, streamlining document management for mortgage professionals. Experience faster, smarter, and more organized loan cycles with automated PDF conversion and intelligent alerts.

• Freemium
• From 25$

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Thunder is a tech-enabled investment bank leveraging AI to assist startups with capital raising (equity, debt), M&A, and strategic growth by connecting them with relevant investors and buyers.

• Contact for Pricing

TalkWiz.ai leverages AI-driven SMS outreach to instantly respond, qualify, and schedule appointments with leads, maximizing conversion rates and sales efficiency.

• Free Trial
• From 79$

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

Logiforms is a professional-grade online form builder and PDF creation platform designed to automate workflows and optimize data collection for businesses of all sizes.

• Free Trial

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

AQUA is a comprehensive Bitcoin and stablecoin wallet offering global financial inclusion, seamless asset swaps, and self-custody for users seeking secure, low-cost transactions.

• Free

BigShort is a sophisticated trading analytics platform that combines smart money tracking, options flow, and manipulation indicators to provide comprehensive market insights. The platform claims to have turned $139k into $10 million using its proprietary algorithms.

• Free Trial
• From 149$

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

GetPineScript is a Pine Script v6 code generator that enables traders to create custom TradingView indicators and strategy scripts without programming knowledge. It offers extensive customization options with over 40 popular technical indicators and built-in risk management features.

• Pay Once
• From 79$

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

Wise enables individuals and businesses to send, receive, and manage money internationally with low fees, transparent pricing, and high-speed transfers in over 40 currencies.

• Usage Based

financeAds International connects banks, insurance companies, and fintechs with top affiliates, offering advanced tracking and performance marketing solutions designed for the financial sector.

• Free

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

Spliit is a minimalist, open-source expense sharing application that helps users track and split costs among friends and family, featuring receipt scanning AI and advanced splitting options.

• Free

Mt Pelerin enables users to buy, sell, swap, and bridge cryptocurrencies easily and securely, offering a comprehensive Swiss solution for crypto-to-fiat transactions and asset management via its Bridge Wallet app.

• Freemium

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

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$

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

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• Contact for Pricing

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

DisputePanda is an AI-powered credit repair software designed to streamline and revolutionize the way credit repair organizations (CROs) service their clients.

• Usage Based
• From 197$

KeyScrambler offers innovative real-time keystroke encryption to protect typed information from keylogging malware across all browsers and major applications.

• Freemium
• From 1$

Ascent RLM™ is an automated solution that covers the full regulatory lifecycle, integrating horizon scanning with a granular regulatory obligations inventory tailored to your business.

• Contact for Pricing

Cipherwill offers a secure digital will platform that ensures your sensitive data and digital assets are delivered to the right beneficiaries using advanced end-to-end encryption and robust backup systems.

• Freemium
• From 4$

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

Achievable is an AI-powered exam preparation platform that offers personalized learning experiences through adaptive algorithms. The platform covers various professional certifications and educational tests, with a proven 95%+ success rate.

• Freemium

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

AnswerConnect delivers professional, 24/7 live answering and virtual receptionist services to help businesses stay connected with customers around the clock. Its US-based team ensures every call and chat is handled, guaranteeing no missed leads or opportunities.

• Paid
• From 350$

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.

• Freemium

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• 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$

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.

• Paid