Top AI tools for Financial Advisor

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

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

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

PaperSpace is an AI-powered document management platform that enables users to scan, organize, search, and chat with their documents, while providing automatic calendar reminders and secure collaboration features.

• Free Trial
• From 7$

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

Callin.io provides customizable, white-label AI phone agents for businesses to handle inbound and outbound calls 24/7. Enhance customer service, capture leads, and automate tasks like appointment booking and FAQ handling with multilingual conversational AI.

• Free Trial
• From 30$

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

• Usage Based

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free

Streitwise is a real estate investment company offering access to commercial real estate through a non-traded equity REIT, providing passive income opportunities with tax advantages and professional management.

• Contact for Pricing

ACA Connect is a free matching service that helps Americans find Affordable Care Act (ACA) health insurance plans by connecting them with licensed insurance agents and carriers.

• Free

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

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

Crowdfund Co. provides end-to-end technology and strategic services for businesses raising capital through Regulation A+, Regulation D, and Regulation CF crowdfunding structures, offering customizable software, marketing support, and campaign management tools.

• Contact for Pricing

I Will Teach You To Be Rich offers step-by-step programs and coaching to help you master personal finance, start a business, and live a rich life.

• Freemium
• From 30$

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$

Datacoup is a blockchain-enabled platform that allows individuals to take ownership of their personal data and monetize it through a marketplace, earning cash, discounts, or cryptocurrency.

• Other

Steve is an AI-powered financial coaching platform that helps users track spending, set goals, and achieve financial independence through personalized insights and automated budgeting.

• Freemium
• From 5$

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

TinyGrab is an informational platform providing expert insights and practical advice on technology, personal finance, and major US brands to help users navigate the digital world with confidence.

• Free

CheckPro is an educational tool that provides step-by-step guidance on how to write checks correctly, featuring an interactive form and comprehensive tutorials for financial literacy.

• Free

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$

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$

PortalsXpress provides secure, branded client portals for document sharing, featuring print-to-PDF functionality, security padlocks, and audit trails to ensure regulatory compliance.

• Contact for Pricing

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

MoneyMade AI helps you discover investment opportunities. Ask a question and explore various investment options tailored to your needs.

• Free

Alt Cortex is an AI-powered content curation and summarization platform that automates the collection, organization, and sharing of relevant news content. It helps businesses and creators deliver automated, organized, and tailored news summaries to their audiences.

• Free Trial

Monese is a mobile money app that provides instant accounts for spending, sending, and saving money internationally, with features like budgeting tools, multi-currency support, and secure transactions.

• Freemium

PointDexter is an AI-powered tool that analyzes your spending patterns to find the perfect rewards credit card, helping you maximize points and optimize your financial strategy.

• Other

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

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

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

Good Financial Cents is a comprehensive personal finance platform founded by Certified Financial Planner Jeff Rose, offering actionable advice on making money, managing finances, investing, retirement planning, and achieving financial freedom.

• Free

Business Worth uses AI to analyze offline business worth in specific locations, providing revenue projections and insights for informed decision-making.

• Usage Based

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$

AISHE Pro is an AI-based software client with neural network matrix system for strategic autonomous trading without human intervention, enabling home-based income generation through automated financial transactions.

• Other

US Global Mail is an AI-powered virtual mailbox service that provides a permanent US address, instant mail scanning, and intelligent automation for individuals and businesses to manage physical mail digitally from anywhere in the world.

• Freemium
• From 49$

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

• Freemium
• From 28$

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$

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

CarinaBot is an AI-powered algorithmic trading robot that automatically analyzes markets and executes trades on your external trading account, offering a risk-free trial period with performance-based pricing.

• Usage Based

Pacaso offers luxury second home co-ownership with turnkey properties in prime locations worldwide, providing a simplified ownership experience through fractional shares and flexible scheduling.

• Contact for Pricing

nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.

• Freemium
• From 10$

Clearcover is an AI-powered car insurance platform that uses claims AI technology to process eligible claims in minutes, offers a 60-Second Coverage Wizard for personalized coverage recommendations, and provides an app for instant claims filing and fast payments.

• Contact for Pricing

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

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

• Free Trial
• From 19$

AssetKing is an AI-driven asset management platform that provides diversified investment strategies across 12 investment options, making smart investing accessible to all investors regardless of experience level.

• Free

White Swan is an AI-powered digital platform that streamlines life insurance sales with tools like needs analysis, quote generation, and AI landing page builder for agents and businesses.

• Freemium

Be More Bitcoin is a UK-based platform offering interactive tools and live data to help users learn, buy, store, and master Bitcoin, featuring resources like a trading game, wallet checker, and educational quizzes.

• Free

BizBen is an AI-powered business marketplace platform that connects buyers and sellers of businesses, offering verified listings, broker networks, and transaction tools since 1994.

• Contact for Pricing

Pentester is an AI-powered cybersecurity platform that helps businesses identify website vulnerabilities and data breaches through automated scanning and monitoring.

• Freemium
• From 19$