Top AI tools for Financial Advisor

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

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$

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

AceMoney is a user-friendly desktop personal finance manager for Windows and Mac, offering comprehensive money management with a one-time purchase and lifetime updates.

• Pay Once

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

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

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

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

• Freemium

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• 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

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

AnswerConnect delivers professional, 24/7 live answering and virtual receptionist services to help businesses stay connected with customers around the clock. Its US-based team ensures every call and chat is handled, guaranteeing no missed leads or opportunities.

• Paid
• From 350$

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

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$

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

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

• Freemium
• From 9$

Validit.ai is an AI-based fraud prevention service that assesses human intent using behavioral science and bio-signal processing to safeguard businesses.

• Contact for Pricing

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

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

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

ChartBase enables users to effortlessly convert Notion databases into live-updating, customizable charts with no coding required. The platform offers a user-friendly interface, multiple export options, and advanced chart customization for streamlined data visualization.

• Freemium
• From 3$

ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

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

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

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.

• Freemium
• From 50$

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$

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

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

• Freemium

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

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$

RocketPhone is an AI-powered voice platform designed to enhance sales and customer service team performance through smart automation and seamless CRM integration. It offers real-time insights, call transcription, and automated workflows to reduce admin tasks.

• Paid
• From 30$

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

• Contact for Pricing

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

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$

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

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

AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

• Contact for Pricing

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$

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

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$

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

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$

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

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