Top wealth management AI tools

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

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$

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$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

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$

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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$

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free

My-Legacy.ai offers a secure, AI-powered platform for comprehensive life and inheritance planning, featuring tools like Legacy Score, asset portfolio management, and a secure digital vault.

• Freemium

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

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

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

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

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$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Finlo provides a high-performing, algorithmically-managed stock portfolio that users can easily replicate with their own brokers. Updated monthly, it's designed to outperform the S&P 500 with minimal time investment.

• Pay Once

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

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

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing