Top AI tools for Financial Advisor

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

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

Achievable is an AI-powered exam preparation platform that offers personalized learning experiences through adaptive algorithms. The platform covers various professional certifications and educational tests, with a proven 95%+ success rate.

• Freemium

Harken is a smart flashcard app that leverages spaced repetition technology to enhance long-term memory retention, supporting various content types including text, images, audio, and code blocks.

• Freemium

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

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$

MyVCCircle is a comprehensive personal finance management app offering AI-powered insights to help users track expenses, coordinate group savings, and build better money habits.

• Other

Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.

• Freemium
• From 250$

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

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• 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

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

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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

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

Callin.io provides customizable, white-label AI phone agents for businesses to handle inbound and outbound calls 24/7. Enhance customer service, capture leads, and automate tasks like appointment booking and FAQ handling with multilingual conversational AI.

• Free Trial
• From 30$

Booke AI is an intelligent bookkeeping automation platform that uses AI and RPA to streamline financial processes in QuickBooks and Xero, reducing manual work by 80% through automated reconciliation, smart document processing, and proactive error detection.

• Paid
• From 20$

NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.

• Free

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$

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

AQUA is a comprehensive Bitcoin and stablecoin wallet offering global financial inclusion, seamless asset swaps, and self-custody for users seeking secure, low-cost transactions.

• Free

Footprint simplifies user onboarding with a single SDK for KYC, KYB, fraud detection, document scanning, and authentication. It enhances security and compliance while streamlining the onboarding process.

• Paid

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

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$

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

Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.

• Usage Based

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Qypt is a secure AI-powered document collaboration platform that enables zero-trust sharing through end-to-end encryption, AI-powered redaction, and privacy-preserving queries.

• Freemium

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$

Sawal AI offers an AI-powered scheduling bot that automates appointment bookings, integrates with existing systems, and enhances customer experience. It reduces no-shows and improves operational efficiency for various industries.

• Free Trial

Paychex is a comprehensive HR, payroll, and benefits management platform that streamlines business operations using advanced AI-assisted recruiting tools and analytics.

• Contact for Pricing

Productive is an AI assistant for cell phone calls that automates note-taking, task management, CRM logging, and more. It helps professionals remember everything and streamline their workflow.

• Free Trial
• From 20$

ShopUp is an AI-powered mobile application that helps users discover nearby sales and recommends the best credit cards to maximize rewards while shopping.

• Free

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$

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• Contact for Pricing

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$

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

Balance is a personal finance app that automatically syncs, categorizes, and analyzes your financial accounts, providing actionable insights to help you manage your money smarter.

• Paid
• From 4$

CalFirm streamlines appointment confirmations by integrating with Google Calendar and Microsoft Outlook, reducing no-shows and boosting business efficiency. Designed for professionals and businesses of all sizes, it offers tailored confirmation workflows, analytics, and customizable messaging.

• Freemium
• From 10$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Payme is an AI-powered price tracking and refund automation service that monitors your purchases and automatically secures refunds when prices drop after your purchase.

• Usage Based

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

Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.

• Freemium
• From 19$

Business Worth uses AI to analyze offline business worth in specific locations, providing revenue projections and insights for informed decision-making.

• Usage Based

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

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$

Louisiana Mortgage Calculator is a free online tool designed to help users estimate monthly mortgage payments, total loan costs, and amortization schedules for home purchases in Louisiana.

• 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

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

Jinnee is an AI-powered virtual financial advisor that provides 24/7 customer support for fintech companies, handling customer inquiries, offering personalized banking services, and providing automated support solutions.

• Contact for Pricing