Top AI tools for Financial Advisor

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

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

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$

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

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

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

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$

Ohmylead centralizes leads from various sources, enabling instant alerts and quick follow-ups via mobile for improved lead conversion.

• Free Trial
• From 19$

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

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

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

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

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

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$

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

Instafill.ai is an AI-powered solution that automates PDF form filling and validation, offering support for various official forms including IRS, passport applications, and tax returns.

• Paid
• From 20$

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

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$

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$

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

• Paid

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

Neuwark is an AI-powered platform that provides autonomous agents trained on enterprise data to handle customer interactions across multiple channels while maintaining human oversight.

• Freemium
• From 29$

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$

Asper is an AI-powered budgeting app designed to help users manage finances, reduce impulse spending, and achieve savings goals through personalized insights and playful notifications.

• Freemium
• From 5$

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$

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

ActiveCalculator enables users to create interactive calculators for websites using templates, a drag-and-drop builder, or AI generation, designed to engage visitors and capture leads without requiring coding skills.

• Freemium
• From 19$

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

• Free Trial

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

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

• Freemium
• From 28$

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

• Other

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$

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

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

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

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

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

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

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

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

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

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

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

ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.

• Contact for Pricing

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

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

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

CCXAI is an AI-powered customer communication platform offering multi-channel support, real-time analytics, and automation to enhance customer engagement and operational efficiency.

• Paid
• From 15$

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