Top AI tools for Financial Advisor

Law Cyborg offers an advanced suite of AI-driven research tools tailored for New Zealand's legal and tax professionals, streamlining complex research and documentation tasks.

• Paid
• From 30$

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$

Xeovo provides a privacy-focused VPN and stealth proxy solution designed to bypass censorship and protect user anonymity, offering strong encryption and a strict no-log policy.

• Paid
• From 6$

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$

Parallel offers automated KYC and AML software designed to streamline compliance processes, manage customer onboarding, and ensure audit readiness for businesses.

• Freemium
• From 28$

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

HelpRange is an advanced platform for secure document sharing, real-time analytics, and access control, designed for businesses needing robust document protection in virtual data rooms.

• Paid
• From 87$

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

Budget$ Planner empowers users to manage their finances efficiently with customizable templates, an intuitive dashboard, and financial goal-setting features.

• Paid

Spotlight Reporting is an AI-powered business intelligence platform that enables accountants, advisors, and business owners to create comprehensive visual reports, forecasts, and dashboards for enhanced decision-making.

• Paid
• From 295$

BigShort is a sophisticated trading analytics platform that combines smart money tracking, options flow, and manipulation indicators to provide comprehensive market insights. The platform claims to have turned $139k into $10 million using its proprietary algorithms.

• Free Trial
• From 149$

Moneyview is a digital platform offering personalized financial products such as instant loans, credit tracking, digital gold, and insurance, making it easy to manage finances securely and efficiently.

• Other

Syndicately provides an all-in-one AI-driven platform for managing, streamlining, and automating private investment deal workflows, from onboarding to fund administration and compliance.

• Free

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$

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$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

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$

Kleio is a Conversational AI platform designed for enterprise sales and marketing teams to simplify complex B2C purchasing journeys and boost conversions.

• Contact for Pricing

Project.co is a project management tool that centralizes communication, file sharing, and task management, enabling seamless collaboration between teams and clients.

• Freemium
• From 10$

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

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$

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

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$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

Mt Pelerin enables users to buy, sell, swap, and bridge cryptocurrencies easily and securely, offering a comprehensive Swiss solution for crypto-to-fiat transactions and asset management via its Bridge Wallet app.

• Freemium

Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

Tradeswatch is an all-in-one AI-powered tool that simplifies cryptocurrency portfolio tracking, performance analysis, and real-time alerts across multiple exchanges, with easy export options for tax and accounting. Enjoy automated syncing, unlimited connections, and custom notifications for superior portfolio management.

• Paid
• From 8$

Sagenext offers secure, scalable cloud hosting solutions for QuickBooks, Sage, and tax software, enabling businesses to access their accounting applications remotely with robust security and high uptime.

• Paid
• From 33$

Ushur provides an AI-powered Customer Experience Automation platform to automate workflows, deploy AI Agents, and deliver seamless, compliant, and personalized engagement at scale.

• Contact for Pricing

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

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

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

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

• Freemium
• From 9$

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

Instafill.ai is an AI-powered solution that automates PDF form filling and validation, offering support for various official forms including IRS, passport applications, and tax returns.

• Paid
• From 20$

Neuwark is an AI-powered platform that provides autonomous agents trained on enterprise data to handle customer interactions across multiple channels while maintaining human oversight.

• Freemium
• From 29$

1099Online is a cost-effective, secure platform designed for quick and easy electronic filing of 1099 forms with the IRS, offering essential features like TIN matching and bulk data import.

• Paid

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

Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

• Free

intelliAssets is an AI-powered platform that simplifies digital asset management. Track, organize, and optimize all your investments, including stocks, cryptocurrencies, and personal finances, in one place.

• Freemium
• From 3$

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$

Skwad is a secure budgeting application that processes bank transaction alerts through email, eliminating the need to share sensitive banking credentials while offering comprehensive financial management features.

• Free Trial
• From 2$

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

WebsFB is a website builder designed for individuals and businesses to quickly create and launch a secure, professional website without coding skills.

• Paid
• From 1$

ASCN.ai is a comprehensive crypto AI assistant that provides instant analysis, market insights, and real-time data for cryptocurrency trading and investment decisions.

• Paid
• From 29$

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

Smart Communications offers a scalable cloud-based platform for enterprises to deliver personalized, AI-powered omnichannel customer conversations, optimize data collection, and ensure regulatory compliance across financial, insurance, healthcare, and other sectors.

• Contact for Pricing

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

• Freemium

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$