Top AI tools for Financial Advisor

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$

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$

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$

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

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

• Freemium
• From 50$

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

• Contact for Pricing

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

Posterity is an online platform that enables users to create and manage legally binding end-of-life plans, including wills, password transfers, and inheritance arrangements, with easy sharing and automation features.

• Free Trial
• From 3$

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$

GReminders is an end-to-end meeting management platform offering automated scheduling, appointment reminders via SMS, email, or phone, and an AI notetaker to streamline workflows. It integrates seamlessly with popular calendars and CRMs to reduce no-shows and administrative tasks.

• Freemium
• From 10$

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$

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$

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

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

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$

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

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.

• Freemium

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$

Knolli.ai allows users to build AI assistants, tools, and workflows trained on their specific knowledge base, catering to knowledge creators and internal teams. It facilitates monetization, personalized learning, and streamlined business processes.

• Freemium
• From 19$

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

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• 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

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.

• Free Trial
• From 5$

PDF Summarizer AI leverages artificial intelligence to extract and summarize key information from lengthy PDF documents, offering rapid summaries and direct answers to user queries. Optimize productivity by streamlining the review of complex reports, agreements, and manuals.

• Freemium

Rulai offers a low-code, omni-channel conversational AI platform for building virtual assistants to automate customer interactions across various industries.

• Contact for Pricing

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

• Free

TaxZerone is an IRS-authorized e-file service platform that simplifies the filing of federal tax forms for individuals, businesses, and nonprofits through an intuitive, secure, and guided process.

• Freemium

Spotlight Reporting is an AI-powered business intelligence platform that enables accountants, advisors, and business owners to create comprehensive visual reports, forecasts, and dashboards for enhanced decision-making.

• Paid
• From 295$

Money+ is a financial management tool that helps users track expenses, income, and budgets, leveraging Google Sheets as the primary storage and analytics dashboard.

• Freemium
• From 2$

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

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$

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.

• Free

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$

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

• Freemium
• From 1$

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

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$

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

• Paid
• From 15$

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

• Usage Based

Warrant is an AI-driven platform designed to streamline marketing compliance and partner reviews for financial services, insurance, and real estate teams. It offers instant AI reviews, automated approval workflows, and comprehensive compliance recordkeeping to accelerate campaign launches.

• Paid
• From 399$

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

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

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

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

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

• 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$

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

TaoPrompt rapidly creates expert-level AI prompts for platforms like ChatGPT and Gemini via browser extensions, helping users achieve professional results in seconds.

• Freemium