Top AI Tools for

💰 Financial Advisor (227 ai tools)

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

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

• Freemium
• From 180$

Prompteam integrates AI into team workflows to automate tasks, boost productivity, and streamline collaboration.

• Freemium
• From 9$

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

Speaq.ai is a cutting-edge platform for building AI-powered voice agents. Streamline lead generation, onboarding, and customer service with AI agents designed for various industries.

• Paid
• From 39$

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

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

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

CCXAI is an AI-powered customer communication platform offering multi-channel support, real-time analytics, and automation to enhance customer engagement and operational efficiency.

• Paid
• From 15$

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

Vest provides AI-powered stock price signals and due diligence tools to help users actively manage their investments and achieve higher returns.

• Other

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

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

• Usage Based

I Ching Online offers AI-enhanced I Ching readings and interpretations, blending traditional wisdom with modern technology for guidance on life decisions.

• Freemium

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

• Freemium

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$

Sirius Investors is an AI-powered investment analysis platform that provides real-time analysis and research for over 70,000 stocks, 4,700 cryptocurrencies, and 11,000 ETFs, helping investors make data-driven investment decisions.

• Freemium
• From 11$

Laxis is an AI-powered sales platform that combines automated lead generation, meeting management, and CRM integration to streamline sales processes and boost productivity.

• Freemium
• From 16$

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$

Ascent RLM™ is an automated solution that covers the full regulatory lifecycle, integrating horizon scanning with a granular regulatory obligations inventory tailored to your business.

• Contact for Pricing

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

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

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

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

ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

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$

AlgoPear is an AI-powered digital banking platform designed for credit unions and financial institutions to boost engagement and deposits, particularly among Millennials and Gen-Z, through personalized financial wellness tools.

• 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

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

Snack Prompt is a platform offering a vast library of prompts and automations for AI, trusted by over 220K creators and leading companies. Enhance AI adoption and productivity with over 35 million prompts and automations.

• Freemium

Illusion is an AI tool builder enabling users to generate text and images using advanced AI models like OpenAI, ChatGPT, and Stable Diffusion, featuring templates across various domains.

• Freemium

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

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

• Freemium

CAPTR is a versatile video form creation platform that enables users to create interactive video content with customizable actions, integrations, and analytics capabilities.

• Freemium

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

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$

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$