Top AI tools for Financial Advisor

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

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

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

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

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

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$

Identity Guard offers advanced identity theft protection powered by AI-driven monitoring and alerts, securing financial and personal information for individuals and families. Stay safeguarded from fraud, scams, and online threats with round-the-clock monitoring and industry-leading insurance coverage.

• Paid
• From 8$

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$

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$

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

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

• Contact for Pricing

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

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$

FormsPal offers a comprehensive platform for creating, editing, and managing a wide variety of legal documents and forms, featuring an AI-powered assistant to streamline document preparation.

• Free Trial

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

Payme is an AI-powered price tracking and refund automation service that monitors your purchases and automatically secures refunds when prices drop after your purchase.

• Usage Based

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

• Freemium

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

• 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

Speaq.ai is a cutting-edge platform for building AI-powered voice agents. Streamline lead generation, onboarding, and customer service with AI agents designed for various industries.

• Paid
• From 39$

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

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

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$

EstateExec is an award-winning online software that automates and simplifies the executor duties for managing estates, providing state-specific guidance, easy accounting, and collaborative tools. Designed for executors, lawyers, and estate owners, it streamlines estate administration and reduces errors.

• Pay Once

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

Safe enables users to generate secure, temporary links for sharing sensitive information with robust end-to-end encryption and advanced access controls.

• Freemium

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$

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$

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$

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$

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

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

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

CalFirm streamlines appointment confirmations by integrating with Google Calendar and Microsoft Outlook, reducing no-shows and boosting business efficiency. Designed for professionals and businesses of all sizes, it offers tailored confirmation workflows, analytics, and customizable messaging.

• Freemium
• From 10$

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

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

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$

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

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

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

Ethos provides a user-friendly self-custody crypto wallet featuring encrypted key management, cross-chain trading, and gasless transactions across multiple blockchains.

• Free

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

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

• Other

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$

Qypt is a secure AI-powered document collaboration platform that enables zero-trust sharing through end-to-end encryption, AI-powered redaction, and privacy-preserving queries.

• Freemium

Laxis is an AI-powered sales platform that combines automated lead generation, meeting management, and CRM integration to streamline sales processes and boost productivity.

• Freemium
• From 16$

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

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