Top AI tools for Financial Advisor

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

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

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$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

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

Prompteam integrates AI into team workflows to automate tasks, boost productivity, and streamline collaboration.

• Freemium
• From 9$

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$

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.

• Freemium
• From 19$

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

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• Other

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

• Freemium

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

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

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

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$

AI Scam Detective is an AI-powered tool that analyzes messages and conversations to detect potential scams, providing a risk score from 1-10.

• Free

AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$

MobiFin is a comprehensive digital banking and fintech platform designed to deliver seamless financial services, including digital wallets, core banking, loan management, and agency banking, empowering banks and fintechs with secure, integrated solutions.

• Contact for Pricing

Copper is a CRM platform designed for seamless integration with Google Workspace, offering automation, pipeline tracking, project management, and AI-powered email tools to help businesses manage contacts and grow relationships effectively.

• Paid
• From 12$

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$

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$

Callin.io provides customizable, white-label AI phone agents for businesses to handle inbound and outbound calls 24/7. Enhance customer service, capture leads, and automate tasks like appointment booking and FAQ handling with multilingual conversational AI.

• Free Trial
• From 30$

Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

• Usage Based

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

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

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$

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$

AI Credit Repair is an advanced credit management platform that uses artificial intelligence to help users monitor, repair, and protect their credit through automated dispute resolution and personalized improvement strategies.

• Pay Once

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

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$

BigShort is a sophisticated trading analytics platform that combines smart money tracking, options flow, and manipulation indicators to provide comprehensive market insights. The platform claims to have turned $139k into $10 million using its proprietary algorithms.

• Free Trial
• From 149$

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

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

• Free

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

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$

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• Contact for Pricing

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

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

• Freemium

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

MightyCall offers a cloud-based call center software solution for small and mid-sized businesses, providing advanced tools for customer service and sales communications. It features a unified interface, call distribution, live analytics, and various dialer options.

• Free Trial
• From 15$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• 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

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

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

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

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$