Top AI tools for Financial Advisor

I Ching Online offers AI-enhanced I Ching readings and interpretations, blending traditional wisdom with modern technology for guidance on life decisions.

• Freemium

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

Illusion is an AI tool builder enabling users to generate text and images using advanced AI models like OpenAI, ChatGPT, and Stable Diffusion, featuring templates across various domains.

• Freemium

Spliit is a minimalist, open-source expense sharing application that helps users track and split costs among friends and family, featuring receipt scanning AI and advanced splitting options.

• Free

Onehub is a robust cloud storage and file sharing platform designed for businesses to securely store, organize, and share documents online with advanced permission controls, custom branding, and virtual data room capabilities.

• Free Trial
• From 15$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

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$

CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.

• Paid
• From 18$

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

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

iSafeSend enables users to encrypt and share sensitive data via unique, one-time use links that are automatically deleted after viewing or expiration, enhancing digital privacy and data security.

• Free

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

ASCN.ai is a comprehensive crypto AI assistant that provides instant analysis, market insights, and real-time data for cryptocurrency trading and investment decisions.

• Paid
• From 29$

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

DisputePanda is an AI-powered credit repair software designed to streamline and revolutionize the way credit repair organizations (CROs) service their clients.

• Usage Based
• From 197$

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.

• Freemium
• From 10$

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$

Numeno is an AI-powered personalization platform that enables businesses to customize user experiences without requiring historical data, using natural language APIs and LLM technology.

• Freemium
• From 29$

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

• Freemium
• From 28$

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

• Paid
• From 15$

Surfly enables seamless co-browsing and real-time collaboration across any website or digital platform, with no code changes required. Designed for sales, product, and service teams, Surfly enhances user engagement while ensuring compliance and security.

• Contact for Pricing

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

MinerList provides accurate, real-time profitability analytics for ASIC, GPU, Helium, and USB miners, enabling users to make informed decisions on cryptocurrency mining hardware investments.

• Free

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.

• Freemium

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

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

• Free

Origination Data delivers an objective and comprehensive view of mortgage lenders, enabling users to analyze loan products, borrower attributes, lender fees, and performance across US markets through interactive data visualizations.

• Other

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

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

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

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$

Atomic Mail is a secure email provider that prioritizes user privacy and data security through advanced encryption technologies. It offers a free, private, and ad-free email experience.

• Free

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

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

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

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

Maxint is a personal financial analyst that organizes transactions, crafts budgets, tracks net worth, and helps you reach your financial goals.

• Free

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$

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

• Freemium

Bankstmtconverter instantly converts bank statements from PDF, JPG, JPEG, and PNG formats to Excel, CSV, or Google Sheets. It leverages AI and OCR technology for efficient and accurate financial data extraction.

• Freemium
• From 2$

KeyScrambler offers innovative real-time keystroke encryption to protect typed information from keylogging malware across all browsers and major applications.

• Freemium
• From 1$

ORO uses AI to integrate behavioral science, biometrics, and real-time financial data to offer personalized micro-actions for building long-term wealth and financial well-being.

• Other

Sagenext offers secure, scalable cloud hosting solutions for QuickBooks, Sage, and tax software, enabling businesses to access their accounting applications remotely with robust security and high uptime.

• Paid
• From 33$

Good Calculators offers a vast collection of high-quality, free online calculators designed for finance, mathematics, health, engineering, and more, accessible on any device.

• Free

Veryfi is an AI-driven bookkeeping platform designed to automate expense management, receipt processing, timesheets, and vehicle mileage tracking for individuals and teams. Featuring real-time data extraction, robust integrations, and stringent data privacy, Veryfi streamlines accounting workflows and eliminates manual data entry.

• Paid
• From 14$

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

Tradytics is a comprehensive trading platform that utilizes AI to provide professional-grade market data, options flow analysis, and trading tools typically only available to Wall Street professionals.

• Freemium
• From 69$