Top AI Tools for

💰 Financial Advisor (213 ai tools)

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

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$

Business Worth uses AI to analyze offline business worth in specific locations, providing revenue projections and insights for informed decision-making.

• Usage Based

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

Xodo is an all-in-one document solution offering powerful tools to manage, edit, convert, and sign PDFs, Office files, and images across web, desktop, and mobile platforms.

• Paid
• From 10$

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

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$

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$

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

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

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

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$

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

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$

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

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

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

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

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

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

• Free Trial

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

Dovly's AI-powered engine simplifies credit building, repair, and protection. Achieve significant credit score improvements and reach your financial goals.

• Freemium
• From 9$

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

Footprint simplifies user onboarding with a single SDK for KYC, KYB, fraud detection, document scanning, and authentication. It enhances security and compliance while streamlining the onboarding process.

• Paid

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$

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• 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

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$

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

Smith.ai provides AI-powered and human-staffed virtual receptionist services, including call answering, intake, scheduling, and outreach campaigns, improving lead conversion and customer service.

• Paid
• From 293$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

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$

Personal AI offers an AI-powered platform to create and deploy AI personas, streamlining workflows and enhancing productivity for businesses. It prioritizes privacy, security, and data ownership.

• Contact for Pricing

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

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$

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$

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

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

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$

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

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

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• 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

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.

• Free

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

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$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free