Top AI tools for Financial Advisor

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

Syndicately provides an all-in-one AI-driven platform for managing, streamlining, and automating private investment deal workflows, from onboarding to fund administration and compliance.

• Free

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

Snack Prompt is a platform offering a vast library of prompts and automations for AI, trusted by over 220K creators and leading companies. Enhance AI adoption and productivity with over 35 million prompts and automations.

• Freemium

Calculator Studio is a no-code platform for building and publishing smart website calculators powered by spreadsheet logic, enabling businesses to create engaging tools for lead generation and customer education.

• Paid
• From 49$

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

• Paid
• From 4$

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$

Quickly verify your Social Relief of Distress (SRD) R350 grant status, payment dates, and eligibility with the MySASSA SRD online tool. Includes real-time updates, grant calculators, and detailed guides on appeals and payments.

• Free

The Mindreader uses AI-powered personality analysis to improve client communication and increase sales conversions for insurance professionals. It offers insights to personalize outreach and build stronger client relationships.

• Contact for Pricing

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

MonAi is an AI-powered expense tracking app that allows users to input expenses naturally, as if speaking to a friend, with automatic categorization and iCloud storage integration.

• Free

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

CommoditiesChart.net offers professional, real-time and historical commodities data with advanced visualization and trend forecasting tools for investors and analysts.

• Other

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.

• Free Trial
• From 5$

Validit.ai is an AI-based fraud prevention service that assesses human intent using behavioral science and bio-signal processing to safeguard businesses.

• Contact for Pricing

Project.co is a project management tool that centralizes communication, file sharing, and task management, enabling seamless collaboration between teams and clients.

• Freemium
• From 10$

AI Credit Repair is an advanced credit management platform that uses artificial intelligence to help users monitor, repair, and protect their credit through automated dispute resolution and personalized improvement strategies.

• Pay Once

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

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$

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$

Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.

• Freemium
• From 50$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

LetterStream is a comprehensive online solution for managing, printing, and mailing business-critical correspondence, offering real mail delivery, tracking, and secure document handling without the need for equipment or post office trips.

• Freemium

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

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

Negotyum is an AI-powered platform for entrepreneurs to evaluate the quality, risk, and financial viability of business ideas quickly and securely.

• Freemium

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

PaperSpace is an AI-powered document management platform that enables users to scan, organize, search, and chat with their documents, while providing automatic calendar reminders and secure collaboration features.

• Free Trial
• From 7$

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

Apptoto streamlines appointment-based businesses by providing automated reminders, online scheduling, and integrated client communications to reduce no-shows and improve efficiency.

• Paid
• From 30$

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$

Wealthgrade is a social financial platform that consolidates all your accounts and enables users to compare financial progress with peers, fostering an exclusive community for financial growth.

• Paid
• From 5$

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

Paychex is a comprehensive HR, payroll, and benefits management platform that streamlines business operations using advanced AI-assisted recruiting tools and analytics.

• Contact for Pricing

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

Handwrite leverages proprietary robotic technology to create personalized, handwritten cards at scale, helping businesses boost sales, loyalty, and customer engagement effortlessly.

• Usage Based

Posterity is an online platform that enables users to create and manage legally binding end-of-life plans, including wills, password transfers, and inheritance arrangements, with easy sharing and automation features.

• Free Trial
• From 3$

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$