Top AI tools for Financial Advisor

Lockchain is an AI-powered security data pipeline that helps asset managers monitor and manage risks in their digital asset portfolios through real-time alerts and comprehensive due diligence tools.

• 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

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$

Squirro is an Enterprise GenAI Platform that translates organizational data into actionable insights, driving informed decisions and enhancing workflows. It offers features like Enterprise Search, Knowledge Graphs, and AI Guardrails.

• Contact for Pricing

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$

AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

• Contact for Pricing

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$

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

• Contact for Pricing

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

• Contact for Pricing

Paychex is a comprehensive HR, payroll, and benefits management platform that streamlines business operations using advanced AI-assisted recruiting tools and analytics.

• Contact for Pricing

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$

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

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

• Freemium

ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.

• Contact for Pricing

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

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$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

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

• Other

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

MarketAlerts is a stock watchlist and analysis tool that uses AI to monitor stocks and notify users of important updates, including earnings summaries, technical patterns, and insider transactions.

• Free

TaoPrompt rapidly creates expert-level AI prompts for platforms like ChatGPT and Gemini via browser extensions, helping users achieve professional results in seconds.

• Freemium

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

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$

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$

Slice leverages artificial intelligence to automate receipt scanning, organization, and spending analysis, making expense tracking simple and accurate.

• Paid

Kasisto combines generative, agentic, and prescriptive AI to deliver intelligent financial services solutions, serving over 50 million customers with 90% inquiry resolution and 4x increased digital engagement.

• Contact for Pricing

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

AgentCalc provides a wide range of intelligent, user-friendly calculators for finance, health, lifestyle, construction, and more, streamlining complex computations with accuracy and ease.

• Free

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

• Free

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

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

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$

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$

MindGenius Online is a comprehensive project management and mind mapping tool enhanced with AI. It facilitates brainstorming, planning, task management, and team collaboration for improved project outcomes.

• Freemium
• From 10$

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

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

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$

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$

RiskSeal is a global platform for alternative credit risk data that provides 400+ instant data points and digital credit scoring through analysis of digital footprints across 200+ online platforms.

• Usage Based
• From 499$

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.

• Free Trial
• From 5$

AlgoVue is a desktop-based algorithmic trading platform that combines ChatGPT integration with a no-code visual editor, allowing users to create and backtest complex trading strategies without coding knowledge.

• Freemium
• From 30$

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

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.

• Freemium

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$

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

• Other

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

Ohmylead centralizes leads from various sources, enabling instant alerts and quick follow-ups via mobile for improved lead conversion.

• Free Trial
• From 19$