Top AI tools for Financial Planner

Lend Some Money provides a streamlined hard money lending platform with 24-hour loan approvals and competitive pricing for real estate investors seeking fix & flip, rental property, or new construction financing.

• Contact for Pricing

Kualto empowers users to track spending and forecast future balances using a manual, organized budgeting approach. Plan ahead and avoid financial surprises with cash flow projections and spending reports.

• Freemium
• From 5$

Clocr offers secure digital asset management, emergency planning, and estate organization services, designed to protect your legacy and provide peace of mind for your family.

• Freemium
• From 30$

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$

Branch is an AI-powered insurance platform that simplifies buying home and auto insurance, built for savings.

• Contact for Pricing

Plann3r streamlines professional meeting scheduling with customizable branding and personal communication features, helping users regain control over their calendars while offering a personalized client experience.

• Paid
• From 19$

inBudget is a personal finance app for budget planning and money management that offers unlimited budgets and transactions with personalized tracking, including cryptocurrency monitoring and public budget sharing.

• Freemium
• From 5$

SolvedBy.Ai provides dynamic AI-powered solutions addressing complex operational and HR business challenges through forecasting, optimization, and predictive modeling to improve profitability and efficiency.

• Contact for Pricing

PaisaCalc offers free financial calculators and tools for budgeting, loans, savings, and taxes, designed for Indian users with accuracy and privacy.

• Free

Illinois Mortgage Calculator enables users to estimate their monthly mortgage payments by accounting for home price, down payment, interest rates, and loan term, giving insight into mortgage costs for Illinois properties.

• Free

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Undebt.it is a free, mobile-friendly debt management platform offering eight accelerated payoff methods, including Debt Snowball and Debt Avalanche, to help users eliminate debt and achieve financial freedom.

• Freemium

Wisecut is an AI automatic video editor that helps content creators transform lengthy videos into engaging short-form content with smart features like highlight detection, automatic captioning, and intelligent music integration.

• Freemium
• From 10$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Quicko Pro is an AI-powered practice management platform that helps advisors manage orders, customers, payments, and teams in one place, featuring a powerful order management system and AI Sidekick for enhanced productivity.

• Free Trial

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free

Calcues offers a wide range of free, accurate calculators for financial planning, health tracking, mathematics, and everyday utilities with intuitive interfaces.

• Free

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$

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

Bonfire is an AI-powered financial planning app designed to guide users toward Financial Independence and Retire Early (FIRE) by focusing on key financial factors and future projections.

• Free

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

DailyPalAI offers a comprehensive collection of 45+ free AI-powered tools for content creation, design, data analysis, and automation, all accessible without sign-ups or limits.

• Free

Fyenance is a privacy-first desktop app for personal finance management, offering a simple and elegant interface with offline functionality and lifetime updates. Users enjoy full control over their financial data, intuitive reporting, and one-time transparent pricing.

• Pay Once

Zerodha is India's largest discount brokerage platform offering commission-free equity delivery trading, flat fee intraday/F&O trades, and comprehensive investment services across stocks, derivatives, mutual funds, ETFs, and bonds.

• Freemium

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• 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

SmartAsset is an AI-driven financial technology platform that provides comprehensive financial planning tools, calculators, and connects users with qualified financial advisors through intelligent matching algorithms.

• Other

Sooper is an AI-powered investment platform that analyzes equity portfolios using advanced algorithms to optimize returns versus risk through personalized direct indexing and detailed portfolio analysis.

• Contact for Pricing

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

MiTrac is an AI-powered medical bill management platform that helps families organize, track, and manage healthcare expenses with automatic OCR, duplicate detection, and secure storage.

• Free Trial

PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

• Freemium
• From 29$

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

• Free

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Plika es una solución de Financial Planning & Analysis (FP&A) que utiliza inteligencia artificial y machine learning para automatizar informes financieros, optimizar procesos de previsión y planificación, y crear dashboards analíticos personalizados.

• Contact for Pricing

Chip is a comprehensive financial app that uses award-winning AI to help users save, invest, and build wealth through easy-access accounts, tax-efficient ISAs, and curated investment funds.

• Freemium
• From 6$

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

Cleardocs provides a comprehensive online legal document suite for company, trust, and SMSF formations, trusted by over 100,000 customers with fast, cost-effective document creation.

• Other

Linkdra is an AI-powered lead generation platform that helps businesses connect with qualified prospects through automated searches, personalized messaging, and intelligent CRM features.

• Freemium
• From 40$

FindCostSeg is an AI-powered directory that helps users locate tax, accounting, and real estate advisory firms specializing in cost segregation services across the United States.

• Other

Aequify is an AI-powered platform that simplifies cross-border tax and financial management for expats by automatically syncing global accounts, providing tax compliance alerts, and generating advisor-ready reports.

• Freemium
• From 7$

Reschematic is an AI-powered platform that helps teams create, explore, and share interactive business cases for projects, leveraging expert economic guidance and trusted public data sources.

• Contact for Pricing

Savology is an AI-powered financial wellness platform that provides foundational financial planning, literacy education, and management tools to help households improve their financial health through personalized plans and professional support.

• Contact for Pricing

Reconcile is an AI-powered financial dashboard that connects with QuickBooks, providing real-time insights, compliance alerts, and personalized financial advice. It helps businesses save time and money, streamlining financial management.

• Paid
• From 30$

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$