Top AI tools for Financial Advisor

Cipherwill offers a secure digital will platform that ensures your sensitive data and digital assets are delivered to the right beneficiaries using advanced end-to-end encryption and robust backup systems.

• Freemium
• From 4$

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

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$

CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.

• Paid
• From 18$

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$

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

• Freemium

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

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

EstateExec is an award-winning online software that automates and simplifies the executor duties for managing estates, providing state-specific guidance, easy accounting, and collaborative tools. Designed for executors, lawyers, and estate owners, it streamlines estate administration and reduces errors.

• Pay Once

Honeydue is a financial management app designed specifically for couples to manage their money together, offering shared visibility and communication features.

• Free

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Onehub is a robust cloud storage and file sharing platform designed for businesses to securely store, organize, and share documents online with advanced permission controls, custom branding, and virtual data room capabilities.

• Free Trial
• From 15$

Logiforms is a professional-grade online form builder and PDF creation platform designed to automate workflows and optimize data collection for businesses of all sizes.

• Free Trial

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$

ORO uses AI to integrate behavioral science, biometrics, and real-time financial data to offer personalized micro-actions for building long-term wealth and financial well-being.

• Other

CryptoSmartlife offers AI-powered thematic cryptocurrency baskets, enabling users to invest based on risk appetite with features like auto-rebalancing and an AI co-pilot. Diversify your crypto portfolio easily.

• Usage Based

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$

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$

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

Gimbla offers user-friendly, full-featured online accounting software designed for businesses of any size, providing robust invoicing, payment tracking, financial reporting, and role-based access controls with global server support.

• Freemium
• From 13$

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

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

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

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

• Usage Based

Farewill offers a streamlined online platform for creating legally compliant wills, handling probate, and arranging funerals in the UK, providing expert support and fixed-fee pricing.

• Paid
• From 10$

inncivio is an AI-powered tool that helps fintech platforms increase revenue by turning KYCed users into active investors with personalized in-app guidance.

• Contact for Pricing

FormsPal offers a comprehensive platform for creating, editing, and managing a wide variety of legal documents and forms, featuring an AI-powered assistant to streamline document preparation.

• Free Trial

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

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

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$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

Nuant offers a comprehensive asset management platform for consolidating, tracking, and optimizing crypto and traditional investments with advanced analytics and AI features.

• Contact for Pricing

GetPineScript is a Pine Script v6 code generator that enables traders to create custom TradingView indicators and strategy scripts without programming knowledge. It offers extensive customization options with over 40 popular technical indicators and built-in risk management features.

• Pay Once
• From 79$

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

Send Comps delivers monthly real estate comparable appraisal reports to your inbox, helping property owners stay updated on local market trends without realtor involvement.

• Paid
• From 10$

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

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$

ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.

• Free

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

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

Porfoli is an open-source portfolio tracking platform designed to help users manage investments, collaborate, and discover high-performing portfolios in real time.

• Free