Top AI tools for Financial Advisor

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$

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

• Contact for Pricing

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

Good Calculators offers a vast collection of high-quality, free online calculators designed for finance, mathematics, health, engineering, and more, accessible on any device.

• Free

ActiveCalculator enables users to create interactive calculators for websites using templates, a drag-and-drop builder, or AI generation, designed to engage visitors and capture leads without requiring coding skills.

• Freemium
• From 19$

Ascent RLM™ is an automated solution that covers the full regulatory lifecycle, integrating horizon scanning with a granular regulatory obligations inventory tailored to your business.

• Contact for Pricing

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Growth Grid is an AI-powered tool designed to generate comprehensive business plans quickly and cost-effectively. Users can create tailored plans in under 15 minutes by answering a few questions about their business.

• Free Trial

Copper is a CRM platform designed for seamless integration with Google Workspace, offering automation, pipeline tracking, project management, and AI-powered email tools to help businesses manage contacts and grow relationships effectively.

• Paid
• From 12$

LetterStream is a comprehensive online solution for managing, printing, and mailing business-critical correspondence, offering real mail delivery, tracking, and secure document handling without the need for equipment or post office trips.

• Freemium

Money+ is a financial management tool that helps users track expenses, income, and budgets, leveraging Google Sheets as the primary storage and analytics dashboard.

• Freemium
• From 2$

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$

Latwy automatically syncs your financial transactions and account balances to Notion by connecting securely to your financial institutions, eliminating manual data entry and enhancing your personal finance management.

• Free Trial
• From 5$

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.

• Freemium
• From 3$

Posterity is an online platform that enables users to create and manage legally binding end-of-life plans, including wills, password transfers, and inheritance arrangements, with easy sharing and automation features.

• Free Trial
• From 3$

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing

Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.

• Freemium
• From 50$

ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.

• Free

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$

Xeovo provides a privacy-focused VPN and stealth proxy solution designed to bypass censorship and protect user anonymity, offering strong encryption and a strict no-log policy.

• Paid
• From 6$

Quickly verify your Social Relief of Distress (SRD) R350 grant status, payment dates, and eligibility with the MySASSA SRD online tool. Includes real-time updates, grant calculators, and detailed guides on appeals and payments.

• Free

Knolli.ai allows users to build AI assistants, tools, and workflows trained on their specific knowledge base, catering to knowledge creators and internal teams. It facilitates monetization, personalized learning, and streamlined business processes.

• Freemium
• From 19$

nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.

• Freemium
• From 10$

IronVest provides advanced biometric fraud prevention and digital security solutions for individuals and financial institutions, enabling secure and seamless digital experiences without compromising user privacy or convenience.

• Paid
• From 4$

Apptoto streamlines appointment-based businesses by providing automated reminders, online scheduling, and integrated client communications to reduce no-shows and improve efficiency.

• Paid
• From 30$

GetPineScript is a Pine Script v6 code generator that enables traders to create custom TradingView indicators and strategy scripts without programming knowledge. It offers extensive customization options with over 40 popular technical indicators and built-in risk management features.

• Pay Once
• From 79$

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

• Freemium

Ushur provides an AI-powered Customer Experience Automation platform to automate workflows, deploy AI Agents, and deliver seamless, compliant, and personalized engagement at scale.

• Contact for Pricing

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

StartupStudio AI leverages artificial intelligence to guide entrepreneurs through every stage of building a business, from idea validation to investment planning.

• Freemium

Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

• Contact for Pricing

Realistics maximizes your iOS device's capabilities by offering personalized AI companions skilled in various domains, facilitating interactive learning and advice.

• Free Trial

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

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

SecuRedact is a secure tool for automatically anonymizing and redacting sensitive data within various document and image formats, operating locally for enhanced data privacy.

• Freemium
• From 11$

Dispute Beast is an AI-powered financial software that helps users improve their finances. It offers a free dispute letter engine, requiring only an active Beast Monitoring subscription.

• Paid
• From 50$

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

CuServly is an AI-powered chatbot designed for customer service, capable of communicating in 95 languages and trained specifically on your business data.

• Paid
• From 29$

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$