Top AI tools for Financial Advisor

PwC India offers a wide range of professional services, including consulting, deals, risk management, and tax advisory, helping businesses achieve sustainable growth and build trust.

• Contact for Pricing

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

Parallel offers automated KYC and AML software designed to streamline compliance processes, manage customer onboarding, and ensure audit readiness for businesses.

• Freemium
• From 28$

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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$

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

neonFin is a personal finance management tool that combines AI-powered receipt scanning, advanced analytics, and gamification to help users track and improve their spending habits.

• Freemium
• From 5$

Send Comps delivers monthly real estate comparable appraisal reports to your inbox, helping property owners stay updated on local market trends without realtor involvement.

• Paid
• From 10$

CAPTR is a versatile video form creation platform that enables users to create interactive video content with customizable actions, integrations, and analytics capabilities.

• Freemium

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

Startup Triangle offers an AI-powered browser extension designed to streamline startup evaluations and enhance investment decision-making for investors and startups. The platform integrates with major platforms like Google, LinkedIn, Y Combinator, and Crunchbase for real-time due diligence and predictive analytics.

• Freemium
• From 100$

AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

• Contact for Pricing

Growth Grid is an AI-powered tool designed to generate comprehensive business plans quickly and cost-effectively. Users can create tailored plans in under 15 minutes by answering a few questions about their business.

• Free Trial

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

Willow is a social media management tool designed for B2B service providers. It combines AI-powered content creation, scheduling, analytics, and expert coaching to streamline social media efforts.

• Paid
• From 289$

Moneyview is a digital platform offering personalized financial products such as instant loans, credit tracking, digital gold, and insurance, making it easy to manage finances securely and efficiently.

• Other

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$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.

• Freemium
• From 10$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

Guardian Digital EnGarde offers AI-powered, fully-managed cloud email security to protect businesses against advanced threats like phishing, ransomware, and zero-day attacks. It provides multi-layered defenses and support for platforms like Microsoft 365 and Google Workspace.

• Free Trial

Voxia offers a no-code platform for creating human-like AI phone calls, utilizing AI voice agents to automate inbound and outbound communication for businesses.

• Contact for Pricing

eCheckplan offers secure, efficient, and user-friendly eCheck payment processing solutions for businesses of all sizes, ensuring fast transactions and transparent pricing.

• Freemium

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

Exclusive Leads Agency provides AI-driven lead generation services, delivering high-quality, exclusive leads to legal, financial, insurance, and home service industries. Their process ensures qualified prospects tailored to match your business goals for increased sales and measurable ROI.

• Usage Based

Clustdoc is client onboarding software that automates routine workflows, document collection, eSignature, and approval management for efficient client onboarding across industries.

• Free Trial

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$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Glia offers a Unified Interaction Management platform designed for financial institutions. It helps businesses improve customer experiences, increase sales, and enhance operational efficiency through AI-powered communication tools.

• Contact for Pricing

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

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

• Free Trial

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$

Addy AI is an advanced mortgage lending platform that uses custom AI models to automate manual tasks in the mortgage process, helping lenders close loans faster and increase profitability.

• 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$

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

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$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.

• Free Trial
• From 7$

RiskSeal is a global platform for alternative credit risk data that provides 400+ instant data points and digital credit scoring through analysis of digital footprints across 200+ online platforms.

• Usage Based
• From 499$

Angel Match is a comprehensive investor database platform providing access to 110,000+ angel investors and venture capitalists, helping startups streamline their fundraising process through advanced search capabilities and investor relationship management.

• Freemium
• From 59$

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Eyre is an AI-powered meeting platform that provides secure, high-quality video calls and productivity tools. It features end-to-end encryption, AI-generated agendas, speaker notes, transcripts, and summaries.

• Freemium
• From 10$