Top AI tools for Financial Advisor

StartEngine is an equity crowdfunding platform that enables both accredited and non-accredited investors to invest in startups and collectibles, providing access to early-stage investment opportunities with a secure online process.

• Other

Credeed is an AI-powered platform that helps SMEs and businesses unlock credit opportunities by providing free financial health assessments, credit scoring, and lender connections through automated analysis of financial statements.

• Freemium

Newton offers a secure and user-friendly platform for trading over 70 cryptocurrencies with low and transparent fees. Designed for Canadians, it features seamless funding, withdrawals, staking, and advanced trading tools.

• Other

Orbi is a cryptocurrency platform that enables users to manage digital assets, make everyday purchases with crypto, and conduct secure transactions through physical and virtual cards.

• Other

Finshots delivers daily financial news and developments in plain English, with concise explainers and infographics to simplify complex topics for over 500,000 subscribers.

• Free

Stilt is a comprehensive platform offering financial products like personal loans, auto loans, student loan refinance, and HELOCs, along with immigration services including visa consultations, green card matching, and renunciation packages, serving over 20,000 customers in 150+ countries.

• Other

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

Just Wallet is a globally accessible payment platform that enables fast and secure international money transfers using phone numbers, supporting over 62 countries with multi-currency flexibility and blockchain technology integration.

• Usage Based

Spliti is an AI-powered bill splitting tool that uses advanced receipt analysis to simplify group payments, saving time and eliminating awkward money conversations.

• Other

The Simple Dividend Calculator is a free, user-friendly tool that helps investors project dividend income and portfolio growth over time with simple inputs.

• Free

MinerList provides accurate, real-time profitability analytics for ASIC, GPU, Helium, and USB miners, enabling users to make informed decisions on cryptocurrency mining hardware investments.

• Free

sFOX is an institutional crypto trading platform offering deep liquidity, advanced trading algorithms, and secure infrastructure for digital asset management.

• Contact for Pricing

Swyft Mobile provides cloud-based software solutions that automate and streamline business processes for small, mid-market, and enterprise organizations across various industries.

• Paid
• From 9$

WealthPosition is an AI-powered financial management tool that helps users track accounts and transactions in one place while creating plans to achieve financial goals.

• Free Trial

Trezor offers advanced open-source hardware wallets that provide 100% offline security for cryptocurrencies, enabling users to maintain absolute ownership and control of their digital assets through intuitive mobile and desktop applications.

• 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$

Modzy is an independent payday loan comparison and education platform that helps individuals find fast, reliable payday loan options by connecting them with trusted, transparent lenders for unexpected financial situations.

• Other

Pine is a bitcoin payment app designed for sending and receiving money among friends and family, featuring a familiar messenger-like interface and decentralized architecture.

• Free

MyVCCircle is a comprehensive personal finance management app offering AI-powered insights to help users track expenses, coordinate group savings, and build better money habits.

• Other

Mirador provides a cloud-based platform that transforms burdensome paperwork into an efficient process for small business loan applications, benefiting both borrowers and lenders.

• Contact for Pricing

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

Atomic Mail is a privacy-focused email service offering end-to-end encryption, zero-access encryption, and AI-powered productivity features to protect your personal data and streamline communication.

• Freemium
• From 5$

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

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$

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$

Foundation is a mobile-first platform that provides comprehensive crypto security through backup, recovery, and inheritance features, ensuring your digital assets are protected and can be passed to loved ones.

• Other

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

KGNAI is an AI-powered financial analytics platform that provides stock, crypto, and forex predictions, forecasting, and rankings to help investors make data-driven decisions across global markets.

• Freemium
• From 30$

Shoeboxed is an AI-powered receipt scanning and expense management platform that uses OCR technology and human verification to digitize receipts, organize expenses, and create tax-ready reports. It helps businesses streamline bookkeeping, prepare for audits, and maximize tax deductions.

• Freemium
• From 9$

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

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

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$

NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.

• Free

NexJ provides a comprehensive CRM and integrated desktop solution designed specifically for financial advisors, helping them manage client lifecycles, automate workflows, and improve efficiency.

• Contact for Pricing

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Hermplify is an AI-powered platform designed to empower women and young girls in Africa by providing accessible financial tools, business solutions, and tech education to foster entrepreneurship and career growth.

• Free

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

• Free Trial
• From 19$

Diffen is an AI-powered comparison platform that helps users make informed decisions by analyzing differences between various items across multiple categories.

• Other

Better Off, now part of Steward, is an AI-driven estate planning platform that provides personalized estate plans through intuitive technology and expert support at a fraction of traditional law firm costs.

• Contact for Pricing

TrackMySubs is a subscription management tool that helps users monitor recurring payments, receive alerts before renewals, and organize expenses to save money and avoid unnecessary charges.

• Freemium
• From 10$

LocalCoinSwap is a non-custodial peer-to-peer cryptocurrency exchange enabling users to buy, sell, and swap over 20 cryptocurrencies using 300+ payment methods with escrow protection and 24/7 support.

• Other

Statement2Excel is an AI-powered bank statement converter that automatically extracts transactions from PDF statements and exports them as CSV files, eliminating manual data entry with high accuracy.

• Freemium
• From 30$

Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.

• Freemium

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

• Paid

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

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

KillerStartups is a comprehensive media platform covering startup launches, personal finance, digital-nomad life, and entrepreneurial mindset for thriving in a borderless economy.

• Free

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

WealthCounsel provides cloud-based document drafting software, continuing legal education, and practice-building resources for estate planning, elder law, and business law attorneys to enhance efficiency and confidence in legal practice.

• Contact for Pricing