Top AI tools for Financial Planner

Venturekit is an AI-powered business plan generator that creates comprehensive, professional business plans in minutes. It combines business planning with AI consultation and content creation capabilities.

• Freemium
• From 16$

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

Sheetcast is an innovative Excel add-in that enables users to convert spreadsheets into secure and customizable web applications in minutes, without any technical expertise required.

• Usage Based
• From 10$

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$

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

dyrectori is an AI-powered directory management platform that enables users to create, customize, and organize personalized directories for contacts, products, assets, and more with advanced search and collaboration features.

• Freemium
• From 20$

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

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$

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

Caretta is a privacy-focused AI-driven financial app designed to help users effortlessly track expenses, analyze spending habits, and optimize savings through smart budgeting tools.

• Other

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

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$

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$

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$

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

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

HyperJar is a spending app that helps users organize and control their finances through digital jars, offering cashback rewards, bill splitting, and prepaid cards for individuals and families.

• Free

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

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$

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

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$

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$

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$

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

PolicyX is an AI-powered insurance platform that provides instant answers, compares insurance plans, and helps users understand policy options through its AI chatbot assistant Pixie, available 24/7.

• Free

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

• Freemium
• From 6$

Totu Calculator provides 250+ free online calculators across multiple categories including finance, health, math, physics, and construction, offering instant, accurate calculations without sign-ups or paywalls.

• 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

Ditto offers personalized insurance advice and end-to-end assistance for health and life insurance, helping users make informed decisions with expert guidance and lifetime claim support.

• 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

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

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$

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

19Pine is an AI-powered customer service assistant that handles calls to lower bills, cancel subscriptions, and resolve support issues, eliminating long hold times and frustrating transfers.

• Freemium
• From 25$

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

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$

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

StockSageAI is an AI-powered investment platform that provides real-time analytics, portfolio management, and stock forecasting to help investors make data-driven decisions and optimize their investment strategies.

• Freemium
• From 7$

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$

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$

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$

HIVE Tax AI is an agentic AI platform designed for tax professionals and financial planners, offering tools for efficient tax research, personalized tax planning, and client support.

• Free Trial
• From 99$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

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

• Freemium

CalcPad is a free toolkit of calculators for real life, helping users figure out BMI, plan savings, achieve fitness goals, and understand financial metrics like APR.

• Free

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$

Banktivity is a macOS/iOS-based financial app offering comprehensive budgeting, investment tracking, and money management tools with secure bank connections and cross-device sync.

• Free Trial
• From 7$

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

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

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$