Top AI tools for Financial Planner

CalendarBudget is an online budgeting tool that helps users visualize income, expenses, and account balances on a calendar, ensuring timely bill payments and efficient financial planning.

• Free Trial
• From 12$

Rising Bank is a digital banking platform offering competitive rates on CDs, high-yield savings accounts, mortgages, and SBA loans, with a focus on customer service and social impact.

• Other

Helgi Library is a data analytics platform providing extensive economic indicators, company reports, and sector analysis across 181 countries and 32 sectors.

• Contact for Pricing

Anchor Investment Management is a boutique Registered Investment Adviser providing comprehensive financial planning, investment management, and retirement solutions through personalized 1-on-1 advisor relationships.

• Contact for Pricing

Vings is an AI-powered personal finance platform that helps users manage wealth across banking and crypto with automated tracking, budgeting, and investment insights.

• Freemium
• From 5$

Reconcile offers small businesses AI-driven financial insights, real-time dashboards, and compliance alerts by connecting with QuickBooks to simplify financial management. Access an AI business advisor for strategic decision-making.

• Free Trial
• From 30$

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$

Jellybean is a user-friendly bill splitting platform that streamlines group expenses for friends, roommates, and travelers. Easily track, share, and settle costs in real-time.

• Free

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$

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

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

PlentyPlan is an AI-driven personal finance tool that helps users create budgets, track expenses, manage debt, and monitor assets with integrated biblical wisdom for financial guidance.

• Free

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$

Useful Formulas accelerates your workflow by providing ready-to-use spreadsheet formulas for both Excel and Google Sheets, enabling fast automation of repetitive tasks.

• Free Trial
• From 19$

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$

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

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

• Contact for Pricing

Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

• Free

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

Credit Sesame provides free daily credit score monitoring, personalized credit improvement actions, and intelligent financial product matching to help users build better credit and achieve financial goals.

• Freemium

Investment Calculator is an online tool that helps users plan and optimize their retirement savings by simulating various investment strategies and lifestyle choices. Get personalized insights on monthly contributions, projected outcomes, and advice for achieving your financial retirement goals.

• Free

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

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$

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

Macaron is a personal AI agent designed to enhance daily living by building real-life tools based on user requests, featuring Deep Memory for personalized growth and unique interactions.

• Other

MyFinancialPrograms is a financial comparison platform that helps users find better deals on mortgages, loans, insurance, and debt management, with community-based recommendations and state-specific resources.

• Free

GoldSim is a premier Monte Carlo simulation software for dynamically modeling complex systems in engineering, science, and business, enabling risk analysis and decision-making through quantitative uncertainty representation.

• Contact for Pricing

PanParagon is a free mobile application that helps users store receipts digitally, track expenses, find promotions, and manage shopping lists and loyalty cards in one place.

• Free

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

• Freemium

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

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

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

• Free

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$

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$

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

YouCanBookMe is an AI-powered scheduling automation platform that helps small businesses save time, get more clients, and increase revenue through customizable booking pages, payment integrations, and automated workflows.

• Freemium
• From 10$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• 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

Budget Quest is an AI-powered RPG platform that helps users manage finances through gamified budgeting, expense tracking, and personalized insights.

• Freemium
• From 6$

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$

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

• Freemium

Budgetlite offers convenient expense and income tracking, budget creation, and financial reporting, accessible online for individuals on the go.

• Freemium

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

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

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$

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$

Saxo is a comprehensive financial platform offering both simple investing and advanced trading tools with AI-driven market analysis, stock lending, and professional trading capabilities.

• Other

Wallos is an open-source, self-hostable web application designed to manage personal subscriptions and recurring expenses with enhanced data privacy and customization options.

• Free

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

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$