Top AI tools for Financial Advisor

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$

Crowdfund Co. provides end-to-end technology and strategic services for businesses raising capital through Regulation A+, Regulation D, and Regulation CF crowdfunding structures, offering customizable software, marketing support, and campaign management tools.

• Contact for Pricing

Alt Cortex is an AI-powered content curation and summarization platform that automates the collection, organization, and sharing of relevant news content. It helps businesses and creators deliver automated, organized, and tailored news summaries to their audiences.

• Free Trial

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

Aavas Financiers Ltd provides housing loans and MSME business loans with fast approval processes and digital tools like EMI calculators and credit score checks.

• Other

Goodbudget is a modern budget tracking app that uses the virtual envelope budgeting method to help users manage their finances across devices and share budgets with family and friends.

• Freemium

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

• Other

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$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

Boatzon is an online marketplace for buying, selling, and financing boats, offering instant pre-qualification, insurance quotes, and access to over 100,000 new and used boats.

• Other

One Click Finance is an AI-enabled platform designed to simplify DeFi interactions, offering tools for yield farming, airdrop tracking, and portfolio management within the Web3 ecosystem.

• Contact for Pricing

PrimeInvestor offers professional Portfolio Management Services (PMS) with multi-asset strategies, comprehensive portfolio reviews, and research-driven investment solutions for long-term wealth creation.

• 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

Shelter securely stores everything your loved ones need to know after you're gone, including accounts, documents, and assets.

• Paid
• From 8$

Thankster provides automated handwritten card services for businesses, offering personalized direct mail marketing solutions with AI-powered message and image generation capabilities.

• Freemium
• From 5$

Lendlord is an all-in-one AI-powered platform for property investors and landlords to find, analyze, manage, and finance real estate investments with comprehensive tools and data.

• Freemium
• From 12$

Law Cyborg offers an advanced suite of AI-driven research tools tailored for New Zealand's legal and tax professionals, streamlining complex research and documentation tasks.

• Paid
• From 30$

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

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

Calilio is an AI-powered cloud phone system that enhances business communications with intelligent features like real-time transcription, sentiment analysis, and automated call routing to boost efficiency and customer satisfaction.

• Contact for Pricing

ReScribe is an AI-powered subscription manager that automatically tracks, organizes, and monitors all your subscriptions in one app, helping you manage expenses and avoid missed payments.

• Other

AIBroker is an AI-powered platform that matches traders with the best brokers for their trading style through a personalized questionnaire, providing transparent and unbiased recommendations.

• Free

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

EarlyFinder is an AI-powered platform that tracks 31,000+ early-stage startups across traffic, hiring, and product signals to help investors discover high-growth companies before they announce funding rounds.

• Paid
• From 25$

Optymyze is an AI-powered no-code platform that automates sales performance management, including commissions, quotas, territories, and objectives, with enterprise-grade accuracy and scalability.

• Contact for Pricing

Calcy.net is an online platform offering a comprehensive suite of calculators for financial planning, health tracking, mathematical problems, and everyday calculations, designed to provide quick and easy solutions for various needs.

• Free

HelpRange is an advanced platform for secure document sharing, real-time analytics, and access control, designed for businesses needing robust document protection in virtual data rooms.

• Paid
• From 87$

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

FormulaBerry is an AI-powered bot that simplifies Excel and Google Sheets by generating, explaining, and correcting formulas based on natural language descriptions, designed to save time for businesses and individuals.

• Other

Compound Real Estate Bonds offers fixed-income savings bonds with 8.5% APY returns, backed by real estate assets and U.S. Treasuries, featuring daily interest compounding and no lock-in periods.

• Other

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$

YipitData analyzes billions of data points daily to provide accurate, timely insights on over 1,000 companies, helping investors make smarter decisions and companies increase share, sales, and customers.

• Contact for Pricing

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.

• Paid

Credeed is an AI-powered platform that helps SMEs and businesses unlock credit opportunities by providing free financial health assessments, credit scoring, and lender connections through automated analysis of financial statements.

• Freemium

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

• Freemium

The Simple Dividend Calculator is a free, user-friendly tool that helps investors project dividend income and portfolio growth over time with simple inputs.

• Free

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

Bluecoins is a finance and budgeting app that helps users manage transactions, track expenses, and monitor accounts across multiple currencies with features like reminders, banking notifications, and cloud sync.

• Other

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

Recap is a UK-based crypto tax software that helps investors track their cryptocurrency portfolio and automatically calculate capital gains and income taxes compliant with HMRC regulations.

• Freemium
• From 10$

Acorns is an automated financial wellness platform that helps users save, invest, and bank smarter through expert-built portfolios, spare change investing, and educational tools for all life stages.

• Freemium
• From 3$

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

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

Simple Wallet is a user-friendly cryptocurrency wallet that enables seamless everyday spending with stablecoins, offering features like a crypto card, AI agents for research, and multi-currency support for beginners and experienced users alike.

• Free

Service2Client provides comprehensive digital solutions for accounting professionals, including AI-powered websites, secure file sharing, SEO services, and marketing tools to enhance client engagement and data security.

• Other

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$

Reportedly is a platform that simplifies investor communication by enabling companies to share updates with investors, advisors, and teams, featuring status reports, engagement tracking, and collaboration tools.

• Free

Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

• Paid
• From 1$

Warrant is an AI-driven platform designed to streamline marketing compliance and partner reviews for financial services, insurance, and real estate teams. It offers instant AI reviews, automated approval workflows, and comprehensive compliance recordkeeping to accelerate campaign launches.

• Paid
• From 399$

Thunder is a tech-enabled investment bank leveraging AI to assist startups with capital raising (equity, debt), M&A, and strategic growth by connecting them with relevant investors and buyers.

• Contact for Pricing