Top AI tools for Financial Advisor

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$

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

Smart Communications offers a scalable cloud-based platform for enterprises to deliver personalized, AI-powered omnichannel customer conversations, optimize data collection, and ensure regulatory compliance across financial, insurance, healthcare, and other sectors.

• Contact for Pricing

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

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$

iPlum is a mobile-first communication platform offering secure calling, texting, call recording, and compliance features tailored for professionals and businesses. Its advanced encryption, HIPAA compliance, and extensive business tools enable safe, reliable, and cost-effective remote communication.

• Paid
• From 9$

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

Empathy is a digital platform that provides comprehensive support for families dealing with loss, combining human care with technology to help navigate emotional, administrative, and financial challenges after the death of a loved one.

• Contact for Pricing

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

Kleio is a Conversational AI platform designed for enterprise sales and marketing teams to simplify complex B2C purchasing journeys and boost conversions.

• Contact for Pricing

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

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$

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

Tradytics is a comprehensive trading platform that utilizes AI to provide professional-grade market data, options flow analysis, and trading tools typically only available to Wall Street professionals.

• Freemium
• From 69$

Instafill.ai is an AI-powered solution that automates PDF form filling and validation, offering support for various official forms including IRS, passport applications, and tax returns.

• Paid
• From 20$

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$

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

• Contact for Pricing

Dovly's AI-powered engine simplifies credit building, repair, and protection. Achieve significant credit score improvements and reach your financial goals.

• Freemium
• From 9$

PwC India offers a wide range of professional services, including consulting, deals, risk management, and tax advisory, helping businesses achieve sustainable growth and build trust.

• 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$

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$

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• 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$

Coconut Software delivers streamlined appointment scheduling, lobby management, and advisor optimization for banks and credit unions, enhancing operational efficiency and customer experience.

• Contact for Pricing

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

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$

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

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$

Bankstmtconverter instantly converts bank statements from PDF, JPG, JPEG, and PNG formats to Excel, CSV, or Google Sheets. It leverages AI and OCR technology for efficient and accurate financial data extraction.

• Freemium
• From 2$

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

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

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.

• Freemium

Negotyum is an AI-powered platform for entrepreneurs to evaluate the quality, risk, and financial viability of business ideas quickly and securely.

• Freemium

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

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$

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

An AI-powered platform that transforms regular selfies into professional business headshots, generating over 100+ studio-quality photos within an hour, at a fraction of traditional photography costs.

• Paid
• From 28$

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

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

PaperSpace is an AI-powered document management platform that enables users to scan, organize, search, and chat with their documents, while providing automatic calendar reminders and secure collaboration features.

• Free Trial
• From 7$

Spliit is a minimalist, open-source expense sharing application that helps users track and split costs among friends and family, featuring receipt scanning AI and advanced splitting options.

• Free

AnswerConnect delivers professional, 24/7 live answering and virtual receptionist services to help businesses stay connected with customers around the clock. Its US-based team ensures every call and chat is handled, guaranteeing no missed leads or opportunities.

• Paid
• From 350$

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$