Top AI tools for Financial Advisor

SBA Planner is an AI-powered platform that generates SBA-compliant business plans quickly. It transforms user inputs into professionally formatted plans, streamlining the SBA funding process.

• Free Trial

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

Deal Index provides comprehensive, quality-checked alternative digital finance data including equity crowdfunding, marketplace lending, and real estate investing through APIs and dashboards for informed investment decisions.

• Contact for Pricing

Rulai offers a low-code, omni-channel conversational AI platform for building virtual assistants to automate customer interactions across various industries.

• Contact for Pricing

AI Credit Repair is an advanced credit management platform that uses artificial intelligence to help users monitor, repair, and protect their credit through automated dispute resolution and personalized improvement strategies.

• Pay Once

Send Comps delivers monthly real estate comparable appraisal reports to your inbox, helping property owners stay updated on local market trends without realtor involvement.

• Paid
• From 10$

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$

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$

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$

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

Bankin' is an all-in-one financial management app that consolidates all user accounts into a single platform for stress-free money management.

• Other

21bitcoin is a Bitcoin-focused platform offering secure buying, selling, and custody services with personal support and educational resources for users in Europe.

• Other

Goalsetter is an AI-driven financial education platform that delivers engaging, personalized learning experiences for K-12 schools, colleges, workplaces, and financial institutions, helping learners build practical financial skills and confidence.

• Freemium

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

• Paid
• From 15$

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

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

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

• Usage Based

HSTCalculator.onl is a web-based tool that instantly calculates Harmonized Sales Tax (HST) for Canadian provinces, providing federal and provincial tax breakdowns with PDF download capability.

• Free

PoolTogether is a permissionless crypto protocol that enables users to save money while having a chance to win prizes, with no loss of deposits and full transparency.

• Free

Before You Buy is an AI-powered shopping assistant that provides instant insights, review summaries, price comparisons, and live price tracking to help users shop smarter and avoid overpaying.

• Other

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$

Mirador provides a cloud-based platform that transforms burdensome paperwork into an efficient process for small business loan applications, benefiting both borrowers and lenders.

• Contact for Pricing

99testimonials is an AI-powered platform that helps businesses collect, manage, and showcase text and video testimonials to enhance their online presence and build trust with potential customers.

• Freemium

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

Harvest Profit is farm management software that provides real-time cost and profit tracking, field-level profitability analysis, and grain marketing tools to help farmers make data-driven business decisions.

• Free Trial
• From 134$

Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium

OnlineFileTaxes.com is an IRS-approved e-file provider that simplifies tax form filing for businesses, CPAs, accounting professionals, and individuals with services starting at $1.85 per form including printing, mailing, and e-filing.

• Other

Rock-West is a regulated CFD broker offering transparent trading on forex, crypto, indices, and commodities via true A-Book execution with zero conflict of interest and raw spreads from 0 pips.

• Other

Evolbot is an AI-powered chatbot platform that enables businesses to create customizable AI assistants for their websites, offering easy integration, advanced RAG capabilities, and automated workflows to enhance customer support and operational efficiency.

• Freemium
• From 15$

Worthy Bonds offers affordable property bonds starting at $10 each, providing a fixed APY with daily compounding interest, no fees, and no minimum balances, supporting residential real estate development across America.

• Other

Microblink is an AI-powered identity verification platform that provides comprehensive solutions for customer onboarding, compliance, fraud prevention, and authentication through ID document capture, biometric verification, and deepfake detection.

• Contact for Pricing

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

CartJedi is a real-time shared shopping app that helps users track spending, gain monthly purchase insights, and coordinate shopping with partners to avoid overspending and improve budget management.

• Free

XGo is an AI-powered cryptocurrency platform that enables users to buy, trade, and spend crypto with ease through a user-friendly app, featuring professional tools, fast transactions, and top-tier security.

• Free

Exchange Rate Management provides an embeddable currency widget for displaying live exchange rates on websites and digital rate boards, offering a comprehensive bureau de change rate board software solution.

• Freemium

Eyre is an AI-powered meeting platform that provides secure, high-quality video calls and productivity tools. It features end-to-end encryption, AI-generated agendas, speaker notes, transcripts, and summaries.

• Freemium
• From 10$

KeyScrambler offers innovative real-time keystroke encryption to protect typed information from keylogging malware across all browsers and major applications.

• Freemium
• From 1$

Miy provides angel capital investment and expertise to promising startups, focusing on supporting founders and teams with strategic funding and guidance.

• Other

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$

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

• Free

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

Wells Fargo offers a wide range of banking and financial services, including checking and savings accounts, loans, credit cards, and investment options, with digital tools for convenient management.

• Other

Homestratosphere provides a suite of real estate calculators and educational resources to help users make informed decisions about mortgages, home affordability, and property investments.

• Free

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

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$

Stratech is a software company that simplifies complex organizational processes through deep market expertise and innovative solutions, specializing in logistics and social sectors.

• 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$

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

PlentyPlan is an AI-driven personal finance tool that helps users create budgets, track expenses, manage debt, and monitor assets with integrated biblical wisdom for financial guidance.

• Free