Top AI tools for Financial Advisor

RiskSeal is a global platform for alternative credit risk data that provides 400+ instant data points and digital credit scoring through analysis of digital footprints across 200+ online platforms.

• Usage Based
• From 499$

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$

Farewill offers a streamlined online platform for creating legally compliant wills, handling probate, and arranging funerals in the UK, providing expert support and fixed-fee pricing.

• Paid
• From 10$

SearchHounds is a comprehensive search directory platform that helps users find the best resources across multiple industries and topics, including arts, automotive, education, finance, healthcare, and more.

• Other

Insurance and Estates provides expert guidance and resources on using properly designed whole life and indexed universal life insurance strategies for debt repayment, wealth building, tax planning, retirement planning, and legacy creation.

• Contact for Pricing

ChartBase enables users to effortlessly convert Notion databases into live-updating, customizable charts with no coding required. The platform offers a user-friendly interface, multiple export options, and advanced chart customization for streamlined data visualization.

• Freemium
• From 3$

Guardian Digital EnGarde offers AI-powered, fully-managed cloud email security to protect businesses against advanced threats like phishing, ransomware, and zero-day attacks. It provides multi-layered defenses and support for platforms like Microsoft 365 and Google Workspace.

• Free Trial

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

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

Wealthgrade is a social financial platform that consolidates all your accounts and enables users to compare financial progress with peers, fostering an exclusive community for financial growth.

• Paid
• From 5$

Windrush.io provides crypto insights and data-driven solutions with secure cloud storage and interactive data visualization tools for the digital economy.

• Other

Galileo FX provides traders with a fully automated trading bot, featuring over 500 backtested strategies, transparent performance metrics, and total user control over execution and risk. With a one-time license and support for 400+ brokers, users can test and deploy custom or preconfigured trading strategies with confidence.

• Pay Once

LiveTrate.tools is a free online currency converter providing real-time exchange rates for over 160 currencies with live updates and a user-friendly interface.

• Free

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

Scribeless is an AI-powered platform that automates personalized handwritten mail for businesses, helping them cut through digital noise with 99% open rates and global delivery capabilities.

• Contact for Pricing

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

Petal offers AI-driven credit cards designed to help users build credit history through smart financial tracking and personalized cash back rewards.

• Other

BestETF.net is an AI-powered platform that helps investors find, screen, and compare ETFs across various categories like AI, Bitcoin, Gold, and Semiconductors, offering tools for performance analysis and overlap detection.

• Other

Addy AI is an advanced mortgage lending platform that uses custom AI models to automate manual tasks in the mortgage process, helping lenders close loans faster and increase profitability.

• Contact for Pricing

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$

MobiFin is a comprehensive digital banking and fintech platform designed to deliver seamless financial services, including digital wallets, core banking, loan management, and agency banking, empowering banks and fintechs with secure, integrated solutions.

• Contact for Pricing

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

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$

Symba is an AI-powered platform that helps real estate professionals maximize profit and minimize hassle by streamlining deal tracking, bookkeeping, tax filing, and team management.

• Other

Altindustry provides comprehensive business consulting and legal services including company registration, licensing, and asset protection for international businesses.

• Contact for Pricing

SiyanoAV provides comprehensive antivirus and internet security software for Windows, Mac, and mobile devices, offering real-time threat protection, privacy features, and performance optimization.

• Paid
• From 2$

Nobias utilizes advanced AI to analyze financial analyst reports and track performance, providing unbiased market insights to help novice investors navigate the stock market.

• Other

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

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$

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

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$

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$

Vektor is a comprehensive DeFi operating system that enables users to query, execute, and automate across decentralized finance platforms using a realtime interface and built-in Terminal with VXL (Vektor Execution Language).

• Contact for Pricing

Sevanta Dealflow is an AI-enhanced platform that streamlines venture capital investment operations from deal entry to portfolio exit, leveraging a private LLM to automate deal logging and document management.

• Contact for Pricing

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$

wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

• Contact for Pricing

RectifyData is an AI-powered document redaction tool that automates privacy protection by securely removing sensitive information from documents.

• Contact for Pricing

Streitwise is a real estate investment company offering access to commercial real estate through a non-traded equity REIT, providing passive income opportunities with tax advantages and professional management.

• Contact for Pricing

My Life Capsule provides ultra-secure digital vaults for organizing, protecting, and sharing confidential information with privacy-by-design security systems.

• Other

SafeSend.it provides end-to-end encrypted messaging with automatic self-destruction after viewing or expiration, requiring no accounts and leaving no traces for secure data sharing.

• Free

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

Slice leverages artificial intelligence to automate receipt scanning, organization, and spending analysis, making expense tracking simple and accurate.

• Paid

WelcomeSpaces is an AI-powered platform designed specifically for real estate and mortgage brokers, offering tools like AI websites, content generation, chatbots, market analysis, and secure client portals to streamline operations and boost productivity.

• Contact for Pricing

IDShield provides comprehensive identity protection with real-time monitoring, expert restoration services, and up to $3 million in fraud protection.

• Paid
• From 15$

Guarda is a comprehensive cryptocurrency wallet solution that enables users to securely store, exchange, earn, and buy Bitcoin, Ethereum, and thousands of other digital assets across multiple platforms.

• Other

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$

Kiori ist eine kostenlose Finanz-App, die Einzelpersonen, Paaren und Familien hilft, Budgets zu erstellen, Verbindlichkeiten zu verwalten und Finanzwissen durch Gamification zu erlernen.

• Free

Mt Pelerin enables users to buy, sell, swap, and bridge cryptocurrencies easily and securely, offering a comprehensive Swiss solution for crypto-to-fiat transactions and asset management via its Bridge Wallet app.

• Freemium

Startup Triangle offers an AI-powered browser extension designed to streamline startup evaluations and enhance investment decision-making for investors and startups. The platform integrates with major platforms like Google, LinkedIn, Y Combinator, and Crunchbase for real-time due diligence and predictive analytics.

• Freemium
• From 100$

MyTAXPrepOffice is a comprehensive cloud-based tax preparation platform featuring My AI Assistant for automated data entry, designed to help tax professionals work more efficiently with unlimited tax preparation, e-filing, and integrated bank products.

• Paid
• From 58$