Top AI Tools for

💰 Financial Advisor (227 ai tools)

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• 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

AI Scam Detective is an AI-powered tool that analyzes messages and conversations to detect potential scams, providing a risk score from 1-10.

• Free

The Mindreader uses AI-powered personality analysis to improve client communication and increase sales conversions for insurance professionals. It offers insights to personalize outreach and build stronger client relationships.

• Contact for Pricing

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

Digin is an AI-powered application that allows users to track their dining expenses, set goals, and earn rewards by simply submitting photos of their meals.

• Free

Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

• Paid
• From 29$

neonFin is a personal finance management tool that combines AI-powered receipt scanning, advanced analytics, and gamification to help users track and improve their spending habits.

• Freemium
• From 5$

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

• Freemium

CryptoMatic is an AI-powered cryptocurrency trading bot that provides automated trading strategies through ready-made solutions and TradingView webhook integration.

• Free Trial

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

MindGenius Online is a comprehensive project management and mind mapping tool enhanced with AI. It facilitates brainstorming, planning, task management, and team collaboration for improved project outcomes.

• Freemium
• From 10$

Personal AI offers an AI-powered platform to create and deploy AI personas, streamlining workflows and enhancing productivity for businesses. It prioritizes privacy, security, and data ownership.

• Contact for Pricing

Angel Match is a comprehensive investor database platform providing access to 110,000+ angel investors and venture capitalists, helping startups streamline their fundraising process through advanced search capabilities and investor relationship management.

• Freemium
• From 59$

MonAi is an AI-powered expense tracking app that allows users to input expenses naturally, as if speaking to a friend, with automatic categorization and iCloud storage integration.

• Free

Go Global World is an investor-first platform designed to streamline the startup discovery process. It offers AI-powered matchmaking, a standardized profile format, and a global network of verified investors and startups.

• Freemium
• From 249$

AI-powered stock sentiment dashboard and smart alerts platform that monitors 5000+ US stocks in real-time, helping investors track trending stocks and major market events before they become mainstream.

• Freemium
• From 15$

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$

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

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

Squirro is an Enterprise GenAI Platform that translates organizational data into actionable insights, driving informed decisions and enhancing workflows. It offers features like Enterprise Search, Knowledge Graphs, and AI Guardrails.

• Contact for Pricing

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.

• Freemium
• From 50$

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

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

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

SparkTrade.io provides AI-driven stock predictions and analysis to help investors maximize returns and manage risk. Incorporate advanced machine learning into your portfolio management.

• Free Trial

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

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

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

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

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• Contact for Pricing

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

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$

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$

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$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

Empathy is a digital platform that provides comprehensive support for families dealing with loss, combining human care with technology to help navigate emotional, administrative, and financial challenges after the death of a loved one.

• Contact for Pricing

Better Deal is an AI-powered real estate investment platform that helps users find and analyze potential investment properties with comprehensive market analysis tools and property insights.

• Free

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$

Bankstmtconverter instantly converts bank statements from PDF, JPG, JPEG, and PNG formats to Excel, CSV, or Google Sheets. It leverages AI and OCR technology for efficient and accurate financial data extraction.

• Freemium
• From 2$

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Glia offers a Unified Interaction Management platform designed for financial institutions. It helps businesses improve customer experiences, increase sales, and enhance operational efficiency through AI-powered communication tools.

• Contact for Pricing

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$