Top AI Tools for

🏦 Investment Banker (43 ai tools)

Eilla is an AI-powered platform that enhances venture capital, private equity, and M&A workflows through advanced research and analysis capabilities.

• Free Trial

AI-Signals provides a reliable AI-based trading indicator augmenting trading processes. The latest AI technology offers simplified and streamlined trading through visual data for better trading decisions.

• Paid
• From 47$
• API

Affinity CRM is a relationship intelligence platform designed for private capital investors to source, manage, and close deals more effectively. It leverages AI and data to provide insights and drive investment decisions.

• Contact for Pricing

Intapp is a leading cloud-based software provider for professional and financial services firms, offering AI-powered solutions for relationship management, compliance, and business operations built on Microsoft Azure.

• Contact for Pricing

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

Alphastream is an AI-powered platform that transforms complex financial and legal documents into structured data for credit market analysis. It specializes in extracting key information from offering memorandums, earnings reports, and credit agreements within minutes.

• Contact for Pricing

Fin+ AI empowers your investment strategy with superior market insights, precision, and depth in stock market research. It provides accurate, real-time financial data and analysis.

• Contact for Pricing

Sensei AI is an advanced interview assistance tool that provides real-time, AI-powered responses during live interviews with less than 1-second latency, supporting multiple languages and integrating with major video conferencing platforms.

• Freemium
• From 24$

RealtyOmega is an AI-powered platform that analyzes global real estate data to identify promising investment opportunities, offering market trend analysis, cost estimation, and profit forecasting through advanced neural networks.

• Free Trial

evAIuate is an AI-powered pitch deck evaluation tool that uses GPT-4 technology to analyze, score, and provide detailed feedback on presentations across various industries.

• Freemium
• From 10$

AlphaSense is an AI-powered market intelligence platform that combines advanced AI technology with extensive business content sources to help professionals make smarter strategic decisions. The platform analyzes millions of documents across earnings, broker research, expert calls, and company documents.

• Contact for Pricing

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

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

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

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.

• Contact for Pricing

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

• Contact for Pricing

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

ConnectFlux is an AI-powered sales assistant specialized in finding and connecting with C-Suite Executives and Founders of funded companies, offering personalized outreach automation and a database of over 200 million business records.

• Free Trial
• From 39$

Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.

• Paid
• From 19$

ProxDeal is an AI-powered platform that automates the creation of longlists for potential company buyers, investors, and targets in the M&A market. It leverages AI agents to research and generate contextualized results, providing up-to-date information.

• Contact for Pricing

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

Venture IQ provides AI-powered software and services to map markets and targets for investment, innovation, and M&A teams, helping them find and close more deals efficiently.

• Paid
• From 115$

Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$

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

Grata is a business development platform for proactive dealmakers. It provides AI-powered search and investment-grade data to help users source, research, and market deals effectively.

• Contact for Pricing

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

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$

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

HouseCanary is an AI-driven real estate platform providing comprehensive property data, valuations, and analytics for 136M+ properties, helping professionals make smarter real estate decisions.

• Paid
• From 19$

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

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$

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

• Contact for Pricing

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

Captide is an AI-powered platform that empowers investment research teams to automate the extraction and analysis of insights from financial filings and IR documents, enabling real-time custom insights and dataset creation.

• Freemium
• From 149$

Finta is an AI-powered CRM and deal management platform designed to streamline fundraising and relationship building for entrepreneurs, fund managers, and private market allocators.

• Freemium
• From 99$

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

• Contact for Pricing