Top AI tools for Financial Advisor

Wise enables individuals and businesses to send, receive, and manage money internationally with low fees, transparent pricing, and high-speed transfers in over 40 currencies.

• Usage Based

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

WhaleWisdom provides comprehensive 13F filings analysis, enabling investors to research, track, and replicate the portfolios of top hedge funds and institutional managers for smarter investment decisions.

• Freemium
• From 30$

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

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

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

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$

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

Legal Document Simplifier uses advanced AI to instantly decode and simplify complex legal documents for small businesses and professionals, offering clear summaries, key term detection, risk alerts, and more.

• Freemium
• From 29$

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

VolatilityX provides unbiased, data-driven market intelligence through autonomous AI agents, delivering clear, fact-based analysis for informed investment decisions.

• Free

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

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

LetterStream is a comprehensive online solution for managing, printing, and mailing business-critical correspondence, offering real mail delivery, tracking, and secure document handling without the need for equipment or post office trips.

• Freemium

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

Zirtue is a secure digital platform that helps users borrow, lend, and repay money with friends and family, eliminating paper IOUs and adding transparency to personal loans.

• Free

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

RocketPhone is an AI-powered voice platform designed to enhance sales and customer service team performance through smart automation and seamless CRM integration. It offers real-time insights, call transcription, and automated workflows to reduce admin tasks.

• Paid
• From 30$

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$

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing

StartupStudio AI leverages artificial intelligence to guide entrepreneurs through every stage of building a business, from idea validation to investment planning.

• Freemium

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

• Freemium
• From 9$

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

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$