Top AI tools for # financial planning

Solver is an extended financial planning and analysis (xFP&A) software platform that integrates AI capabilities to streamline budgeting, reporting, consolidation, and data analysis for businesses across various industries.

• Contact for Pricing

RightCapital is AI-enhanced financial planning software that simplifies planning, enhances client engagement, and helps advisors scale efficiently through tools like Smart Import™ for data entry and comprehensive planning features.

• Freemium
• From 150$

Xavier.ai is an AI-powered strategy consultant that creates professional presentations, pitch decks, and business plans in under a minute, leveraging verified sources and customizable templates.

• Freemium
• From 19$

PrimeInvestor offers professional Portfolio Management Services (PMS) with multi-asset strategies, comprehensive portfolio reviews, and research-driven investment solutions for long-term wealth creation.

• Contact for Pricing

OnBalance is a free, mobile-native cash flow planning app designed for solopreneurs and family businesses, offering true privacy by design with on-device encryption, offline-first functionality, and multi-currency support.

• Free

SmartAsset is an AI-driven financial technology platform that provides comprehensive financial planning tools, calculators, and connects users with qualified financial advisors through intelligent matching algorithms.

• Other

Good Financial Cents is a comprehensive personal finance platform founded by Certified Financial Planner Jeff Rose, offering actionable advice on making money, managing finances, investing, retirement planning, and achieving financial freedom.

• Free

Kiori ist eine kostenlose Finanz-App, die Einzelpersonen, Paaren und Familien hilft, Budgets zu erstellen, Verbindlichkeiten zu verwalten und Finanzwissen durch Gamification zu erlernen.

• Free

Calcy.net is an online platform offering a comprehensive suite of calculators for financial planning, health tracking, mathematical problems, and everyday calculations, designed to provide quick and easy solutions for various needs.

• Free

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

• Other

CashControl is a personal finance management tool that helps users track expenses, incomes, bills, and loans to gain control over their finances and learn how to save money effectively.

• Freemium
• From 5$

Make My Plan is an AI-powered application that helps users structure ideas, set goals, and create detailed, actionable roadmaps with step-by-step guidance for daily, weekly, and monthly tasks.

• Other

Anchor Investment Management is a boutique Registered Investment Adviser providing comprehensive financial planning, investment management, and retirement solutions through personalized 1-on-1 advisor relationships.

• Contact for Pricing

snoopifyapp provides comprehensive information on how to sell annuities, explaining the process, methods, and considerations for converting future payments into lump-sum cash.

• Free

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

inBudget is a personal finance app for budget planning and money management that offers unlimited budgets and transactions with personalized tracking, including cryptocurrency monitoring and public budget sharing.

• Freemium
• From 5$

Expenzey is an intuitive expense tracking app that helps users monitor daily spending with privacy-focused features, offering smart categorization, analytics, and multi-account management without requiring login or data sharing.

• Free

SubTracked is an AI-powered subscription management platform that helps users track, manage, and optimize recurring payments in one intuitive dashboard with features like renewal notifications, spending insights, and alternative suggestions.

• Free Trial
• From 2$

AssetKing is an AI-driven asset management platform that provides diversified investment strategies across 12 investment options, making smart investing accessible to all investors regardless of experience level.

• Free

Pleke is an AI-driven personal finance app that helps users pay off debt, build emergency funds, and plan large purchases through automated budgeting and expense tracking.

• Free

Capital West Advisors is a leading business planning firm founded in 2006, specializing in developing comprehensive business plans and financial models for various industries at competitive prices.

• Contact for Pricing

1tap is an AI-powered tax management tool that helps self-employed individuals estimate tax payments and minimize tax liability through automatic receipt and invoice scanning.

• Freemium

Cekaja is a financial platform offering credit cards, loans, credit scoring, and financial planning solutions to help users manage their financial needs effectively.

• Other

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

• Contact for Pricing

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free

Opture provides comprehensive risk management software solutions including Enterprise Risk Management (ERM), Integrated Fund Risk Management (AIFM), Simulation-based Planning (SBP), and Governance, Risk & Compliance (GRC) systems for businesses across Europe.

• Contact for Pricing

Dudepins is a comprehensive lifestyle platform offering expert articles, guides, and resources across diverse categories including personal care, hobbies, home improvement, fashion, and business.

• Free

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

Arkieva provides AI-powered supply chain planning solutions that help businesses anticipate disruption, optimize operations, and build agility through modular tools for demand, inventory, supply, financial, and S&OP planning.

• Contact for Pricing

Calculator Academy provides thousands of free, easy-to-use calculators across science, finance, health, and more, built to make life easier with a calculator builder for custom needs.

• Free