Top AI tools for Financial Advisor

Snack Prompt is a platform offering a vast library of prompts and automations for AI, trusted by over 220K creators and leading companies. Enhance AI adoption and productivity with over 35 million prompts and automations.

• Freemium

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$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

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$

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$

Payme is an AI-powered price tracking and refund automation service that monitors your purchases and automatically secures refunds when prices drop after your purchase.

• 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

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

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

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

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

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

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$

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$

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

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

Wealthgrade is a social financial platform that consolidates all your accounts and enables users to compare financial progress with peers, fostering an exclusive community for financial growth.

• Paid
• From 5$

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$

Harken is a smart flashcard app that leverages spaced repetition technology to enhance long-term memory retention, supporting various content types including text, images, audio, and code blocks.

• Freemium

OutboundEngine automates marketing for small businesses with professionally created content, social media posting, branded websites, email campaigns, and real-time engagement tools, all managed through a user-friendly platform.

• Paid
• From 199$

Legal Document Simplifier uses advanced AI to instantly decode and simplify complex legal documents for small businesses and professionals, offering clear summaries, key term detection, risk alerts, and more.

• Freemium
• From 29$

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

• Free

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

An AI-powered platform that transforms regular selfies into professional business headshots, generating over 100+ studio-quality photos within an hour, at a fraction of traditional photography costs.

• Paid
• From 28$

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

Willow is a social media management tool designed for B2B service providers. It combines AI-powered content creation, scheduling, analytics, and expert coaching to streamline social media efforts.

• Paid
• From 289$

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

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

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$

Glia offers a Unified Interaction Management platform designed for financial institutions. It helps businesses improve customer experiences, increase sales, and enhance operational efficiency through AI-powered communication tools.

• Contact for Pricing

CryptoMatic is an AI-powered cryptocurrency trading bot that provides automated trading strategies through ready-made solutions and TradingView webhook integration.

• Free Trial

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$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$

Nobias utilizes advanced AI to analyze financial analyst reports and track performance, providing unbiased market insights to help novice investors navigate the stock market.

• Other

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

• Usage Based

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$

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

• Usage Based

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• 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$

Empathy is a digital platform that provides comprehensive support for families dealing with loss, combining human care with technology to help navigate emotional, administrative, and financial challenges after the death of a loved one.

• Contact for Pricing

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

RiskSeal is a global platform for alternative credit risk data that provides 400+ instant data points and digital credit scoring through analysis of digital footprints across 200+ online platforms.

• Usage Based
• From 499$

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

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

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

Productive is an AI assistant for cell phone calls that automates note-taking, task management, CRM logging, and more. It helps professionals remember everything and streamline their workflow.

• Free Trial
• From 20$