Top AI tools for Wealth Manager

Palance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.

• Freemium

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

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

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

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

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

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

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

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

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

BestStock AI is an AI-powered financial analysis platform that provides institutional-grade data, real-time market signals, and predictive insights to help investors make data-driven decisions with confidence.

• Freemium
• From 19$

Dzambhala is an AI-powered financial platform providing real-time market alerts, data insights, and investment calculators to help users build wealth and plan for early retirement.

• Freemium

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

• Other

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$

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

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

• Other

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

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$

Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions deploy agentic AI to engage account holders, empower staff, and drive growth through personalized digital interactions.

• Contact for Pricing

Kubera Research delivers sophisticated stochastic trading models powered by reinforcement learning, designed to maximize risk-adjusted returns directly in your brokerage account.

• Contact for Pricing

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

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

• Freemium

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• 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$

IFA-Planet is a comprehensive mutual fund software platform designed specifically for Mutual Fund Distributors and IFAs, offering client management, portfolio analysis, and real-time reporting tools to streamline advisory business operations.

• Free Trial

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

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

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

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

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

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$

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

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

Vings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.

• Freemium
• From 5$

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

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

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$

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

• Other

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

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$

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

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

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

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$

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

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium