Top AI Tools for

💰 Financial Advisor (227 ai tools)

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$

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.

• Freemium

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$

Smith.ai provides AI-powered and human-staffed virtual receptionist services, including call answering, intake, scheduling, and outreach campaigns, improving lead conversion and customer service.

• Paid
• From 293$

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$

Atomic Mail is a secure email provider that prioritizes user privacy and data security through advanced encryption technologies. It offers a free, private, and ad-free email experience.

• Free

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

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

Numeno is an AI-powered personalization platform that enables businesses to customize user experiences without requiring historical data, using natural language APIs and LLM technology.

• Freemium
• From 29$

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

• Freemium
• From 9$

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

Ohmylead centralizes leads from various sources, enabling instant alerts and quick follow-ups via mobile for improved lead conversion.

• Free Trial
• From 19$

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

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$

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

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

AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

• Contact for Pricing

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Calculator Studio is a no-code platform that allows users to build and publish advanced website calculators using spreadsheet formulas, perfect for creating ROI calculators and price quote tools.

• Paid
• From 49$

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

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$

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

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• 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$

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

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$

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

Calculator Studio is a no-code platform for building and publishing smart website calculators powered by spreadsheet logic, enabling businesses to create engaging tools for lead generation and customer education.

• Paid
• From 49$

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

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$

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• 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

BSG AI Voice Bot is a 24/7 success assistant powered by Generative AI LLM technology, offering seamless dialogues and natural conversations for various business processes.

• Contact for Pricing
• API

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

RocketPhone is an AI-powered voice platform designed to enhance sales and customer service team performance through smart automation and seamless CRM integration. It offers real-time insights, call transcription, and automated workflows to reduce admin tasks.

• Paid
• From 30$

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

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

Neuwark is an AI-powered platform that provides autonomous agents trained on enterprise data to handle customer interactions across multiple channels while maintaining human oversight.

• Freemium
• From 29$

AI247Bot is an AI-powered chatbot designed to enhance customer interactions, boost satisfaction, and streamline the support process 24/7. It helps businesses reduce response times, increase customer satisfaction, and lower support costs.

• Freemium
• From 19$

Validit.ai is an AI-based fraud prevention service that assesses human intent using behavioral science and bio-signal processing to safeguard businesses.

• Contact for Pricing

Project.co is a project management tool that centralizes communication, file sharing, and task management, enabling seamless collaboration between teams and clients.

• Freemium
• From 10$

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

• Freemium

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

• Free

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

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$

AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.

• Free