Top AI tools for Financial Advisor

Taproot Budgeting offers a streamlined way to set up and manage personal budgets, monitor expenses, share financial plans, and analyze spending trends for confident money management.

• Other

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

CommoditiesChart.net offers professional, real-time and historical commodities data with advanced visualization and trend forecasting tools for investors and analysts.

• Other

MightyCall offers a cloud-based call center software solution for small and mid-sized businesses, providing advanced tools for customer service and sales communications. It features a unified interface, call distribution, live analytics, and various dialer options.

• Free Trial
• From 15$

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$

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

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$

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$

EasyBudget provides a unified dashboard to effortlessly organize, track, and analyze all personal and business finances, offering intuitive transaction entry, powerful analytics, and seamless goal tracking.

• Other
• From 22$

AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$

financeAds International connects banks, insurance companies, and fintechs with top affiliates, offering advanced tracking and performance marketing solutions designed for the financial sector.

• Free

Dovly's AI-powered engine simplifies credit building, repair, and protection. Achieve significant credit score improvements and reach your financial goals.

• Freemium
• From 9$

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

• Free

Copper is a CRM platform designed for seamless integration with Google Workspace, offering automation, pipeline tracking, project management, and AI-powered email tools to help businesses manage contacts and grow relationships effectively.

• Paid
• From 12$

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$

CallCabinet delivers comprehensive, AI-powered call recording and conversation analytics, providing organizations with compliant, secure, and insightful voice data management across platforms.

• Contact for Pricing

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

Warrant is an AI-driven platform designed to streamline marketing compliance and partner reviews for financial services, insurance, and real estate teams. It offers instant AI reviews, automated approval workflows, and comprehensive compliance recordkeeping to accelerate campaign launches.

• Paid
• From 399$

Inegy leverages advanced AI to empower users to create and test investment strategies based on both conventional and alternative data sources with a user-friendly interface.

• Contact for Pricing

Calculator Studio is a no-code platform for building and publishing smart website calculators powered by spreadsheet logic, enabling businesses to create engaging tools for lead generation and customer education.

• Paid
• From 49$

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

• Freemium

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

One Click Finance is an AI-enabled platform designed to simplify DeFi interactions, offering tools for yield farming, airdrop tracking, and portfolio management within the Web3 ecosystem.

• Contact for Pricing

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

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

• Free

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

• Other

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

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$

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

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

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

Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

• Contact for Pricing

Thunder is a tech-enabled investment bank leveraging AI to assist startups with capital raising (equity, debt), M&A, and strategic growth by connecting them with relevant investors and buyers.

• Contact for Pricing

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

SecuRedact is a secure tool for automatically anonymizing and redacting sensitive data within various document and image formats, operating locally for enhanced data privacy.

• Freemium
• From 11$

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

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$

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

• Other

AceMoney is a user-friendly desktop personal finance manager for Windows and Mac, offering comprehensive money management with a one-time purchase and lifetime updates.

• Pay Once

TaxZerone is an IRS-authorized e-file service platform that simplifies the filing of federal tax forms for individuals, businesses, and nonprofits through an intuitive, secure, and guided process.

• Freemium

Datalyse offers a cloud-based CRM platform designed for small businesses and sales teams, unifying communications like calls, WhatsApp, email, and SMS, alongside sales pipeline management and workflow automation to improve productivity.

• Paid
• From 12$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

Calculator Studio is a no-code platform that allows users to build and publish advanced website calculators using spreadsheet formulas, perfect for creating ROI calculators and price quote tools.

• Paid
• From 49$

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

• Freemium

eCheckplan offers secure, efficient, and user-friendly eCheck payment processing solutions for businesses of all sizes, ensuring fast transactions and transparent pricing.

• Freemium

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$

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

• Contact for Pricing

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing