Top AI tools for Financial Advisor

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

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$

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$

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

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

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

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

Avocado Finance is a comprehensive AI-powered platform that centralizes your financial data, offering personalized insights and tools to track net worth, savings, investments, and future financial goals.

• Free Trial
• From 7$

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

GAIL is a conversational AI platform allowing businesses to create virtual employees for roles like sales and support, featuring human-like interaction and multi-channel communication.

• Paid
• From 500$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

AnswerConnect delivers professional, 24/7 live answering and virtual receptionist services to help businesses stay connected with customers around the clock. Its US-based team ensures every call and chat is handled, guaranteeing no missed leads or opportunities.

• Paid
• From 350$

CrankWheel is an advanced screen sharing and remote engagement tool designed for sales professionals, enabling instant visual presentations without downloads or technical barriers. Its robust suite of features increases conversion rates, enhances customer engagement, and streamlines the sales process.

• Freemium
• From 29$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Smith.ai provides AI-powered and human-staffed virtual receptionist services, including call answering, intake, scheduling, and outreach campaigns, improving lead conversion and customer service.

• Paid
• From 293$

Exclusive Leads Agency provides AI-driven lead generation services, delivering high-quality, exclusive leads to legal, financial, insurance, and home service industries. Their process ensures qualified prospects tailored to match your business goals for increased sales and measurable ROI.

• Usage Based

Handwrite leverages proprietary robotic technology to create personalized, handwritten cards at scale, helping businesses boost sales, loyalty, and customer engagement effortlessly.

• Usage Based

ProcessorIQ is an AI-powered platform that converts, labels, and risk-checks mortgage files, streamlining document management for mortgage professionals. Experience faster, smarter, and more organized loan cycles with automated PDF conversion and intelligent alerts.

• Freemium
• From 25$

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

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

• Freemium

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

Posterity is an online platform that enables users to create and manage legally binding end-of-life plans, including wills, password transfers, and inheritance arrangements, with easy sharing and automation features.

• Free Trial
• From 3$

Granter.ai is an AI-powered platform that helps businesses find, match, and apply for grants with expert assistance and automated tools to streamline the application process.

• Freemium
• From 25$

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

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

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

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

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

Realistics maximizes your iOS device's capabilities by offering personalized AI companions skilled in various domains, facilitating interactive learning and advice.

• Free Trial

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

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Kvants.ai is a decentralized asset management platform that provides retail investors access to AI-driven quantitative trading strategies developed by leading hedge funds. The platform offers institutional-grade trading algorithms with a focus on crypto investments and portfolio enhancement.

• 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

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

Latwy automatically syncs your financial transactions and account balances to Notion by connecting securely to your financial institutions, eliminating manual data entry and enhancing your personal finance management.

• Free Trial
• From 5$

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

• Free

SyncDog provides award-winning mobile security solutions, separating work and personal data on any device while ensuring privacy, compliance, and high productivity. Its platform protects enterprise data on both managed and unmanaged devices, offering advanced threat defense, encrypted containers, and seamless app integration.

• Contact for Pricing

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

• Freemium
• From 9$

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

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

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

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

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

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

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$