Top AI tools for Wealth Manager

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

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$

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

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

StockSageAI is an AI-powered investment platform that provides real-time analytics, portfolio management, and stock forecasting to help investors make data-driven decisions and optimize their investment strategies.

• Freemium
• From 7$

AcreTrader is an AI-powered platform that simplifies farmland investing by offering curated investment opportunities in agricultural land across the United States, providing diversification and potential passive income through land value appreciation and cash rent payments.

• Other

SecretMemoryLocker is a secure digital legacy management tool that uses memory-based authentication and blockchain time-locking to protect and transfer sensitive information to trusted individuals.

• Free

CD Interest Calculator is a free online tool that helps users determine their certificate of deposit earnings based on initial deposit, APY, term length, and compounding frequency, providing accurate results for informed investment decisions.

• Free

One Million Dollars App is an AI-powered financial tool that helps users set and track financial goals, manage budgets, and monitor net worth with real-time updates and personalized insights.

• Other

FVR Corporate Services provides tailored business structuring and compliance solutions for entrepreneurs, investors, and businesses in the UAE, including DIFC, ADGM, and mainland setups.

• Contact for Pricing

Xanthrex is an AI-powered DeFi yield finder that scans 100+ protocols in real-time, allowing users to discover, invest in, and monitor crypto yields through natural language commands.

• Free Trial

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

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$

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

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

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• Contact for Pricing

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Bareksa is an AI-powered investment super app offering diverse investment products including stocks, mutual funds, government bonds, gold, robo-advisor, and Islamic pilgrimage savings, all in one platform with OJK-regulated security.

• Other

Money Minx is a financial tool platform that has been acquired by Arta Finance, offering integrated features to manage and grow wealth.

• Other

Pinnacle Financial Partners provides a full range of banking services including deposit accounts, loans, mortgages, wealth management, and online banking solutions for both personal and business customers.

• Other

Compound Real Estate Bonds offers fixed-income savings bonds with 8.5% APY returns, backed by real estate assets and U.S. Treasuries, featuring daily interest compounding and no lock-in periods.

• Other

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• Other

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

Linxo is an AI-powered financial management platform that centralizes bank accounts, tracks spending, analyzes budgets, and facilitates payments through open banking solutions for both individuals and businesses.

• Freemium

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

Better Off, now part of Steward, is an AI-driven estate planning platform that provides personalized estate plans through intuitive technology and expert support at a fraction of traditional law firm costs.

• 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

My Crypto Coin Hub is an AI-powered automated cryptocurrency portfolio tracker that consolidates holdings from multiple exchanges, providing real-time updates and performance insights without manual input.

• Other

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$

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing

SureShotFX provides AI-powered forex signal services and automated trading solutions to boost trading profits with real-time insights and verified performance.

• Other

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

Macroaxis is an AI-powered investment advisory service that helps investors build and optimize portfolios with affordable technology.

• Other

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Business Quant is a comprehensive stock research platform providing institutional-grade financial data, KPI metrics, stock screening, and advanced charting tools for investors and financial professionals.

• Freemium
• From 19$

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

WealthPosition is an AI-powered financial management tool that helps users track accounts and transactions in one place while creating plans to achieve financial goals.

• Free Trial

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once