Top AI tools for Financial Advisor

CuServly is an AI-powered chatbot designed for customer service, capable of communicating in 95 languages and trained specifically on your business data.

• Paid
• From 29$

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

Ethos provides a user-friendly self-custody crypto wallet featuring encrypted key management, cross-chain trading, and gasless transactions across multiple blockchains.

• Free

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

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$

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

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

• Paid
• From 15$

Chicago Bull AI is a chatbot that answers questions related to equities, crypto, and bond markets. Get instant insights on various financial markets.

• Free

Good Calculators offers a vast collection of high-quality, free online calculators designed for finance, mathematics, health, engineering, and more, accessible on any device.

• Free

Quadency is a comprehensive cryptocurrency trading platform that combines multi-exchange trading capabilities, automated trading bots, and AI-powered strategy building with portfolio monitoring features.

• Freemium
• From 49$

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$

Safe enables users to generate secure, temporary links for sharing sensitive information with robust end-to-end encryption and advanced access controls.

• Freemium

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

iSafeSend enables users to encrypt and share sensitive data via unique, one-time use links that are automatically deleted after viewing or expiration, enhancing digital privacy and data security.

• Free

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

• Freemium
• From 50$

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

IronVest provides advanced biometric fraud prevention and digital security solutions for individuals and financial institutions, enabling secure and seamless digital experiences without compromising user privacy or convenience.

• Paid
• From 4$

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

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

Quickly verify your Social Relief of Distress (SRD) R350 grant status, payment dates, and eligibility with the MySASSA SRD online tool. Includes real-time updates, grant calculators, and detailed guides on appeals and payments.

• Free

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

Origination Data delivers an objective and comprehensive view of mortgage lenders, enabling users to analyze loan products, borrower attributes, lender fees, and performance across US markets through interactive data visualizations.

• Other

AI247Bot is an AI-powered chatbot designed to enhance customer interactions, boost satisfaction, and streamline the support process 24/7. It helps businesses reduce response times, increase customer satisfaction, and lower support costs.

• Freemium
• From 19$

Willow is a social media management tool designed for B2B service providers. It combines AI-powered content creation, scheduling, analytics, and expert coaching to streamline social media efforts.

• Paid
• From 289$

Guardian Digital EnGarde offers AI-powered, fully-managed cloud email security to protect businesses against advanced threats like phishing, ransomware, and zero-day attacks. It provides multi-layered defenses and support for platforms like Microsoft 365 and Google Workspace.

• Free Trial

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.

• Freemium
• From 10$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.

• Free

TalkWiz.ai leverages AI-driven SMS outreach to instantly respond, qualify, and schedule appointments with leads, maximizing conversion rates and sales efficiency.

• Free Trial
• From 79$

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$

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$

OutboundEngine automates marketing for small businesses with professionally created content, social media posting, branded websites, email campaigns, and real-time engagement tools, all managed through a user-friendly platform.

• Paid
• From 199$

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

PDF Summarizer AI leverages artificial intelligence to extract and summarize key information from lengthy PDF documents, offering rapid summaries and direct answers to user queries. Optimize productivity by streamlining the review of complex reports, agreements, and manuals.

• Freemium

ProjectionLab enables users to create detailed, customizable financial plans using advanced simulations and analytics, helping individuals and advisors visualize and optimize their financial future.

• Freemium
• From 10$

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

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.

• Freemium

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

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

Coconut Software delivers streamlined appointment scheduling, lobby management, and advisor optimization for banks and credit unions, enhancing operational efficiency and customer experience.

• Contact for Pricing

PwC India offers a wide range of professional services, including consulting, deals, risk management, and tax advisory, helping businesses achieve sustainable growth and build trust.

• Contact for Pricing

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$

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

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

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

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$