Top AI tools for Financial Planner

Copilot Money is a personal finance management app for Mac, iPhone, and iPad, using AI for smart categorization to help track spending, manage budgets, and monitor investments.

• Paid
• From 8$

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$

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$

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$

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

• Freemium

FullCalculator offers over 3,700 free, reliable, and easy-to-use online calculators across finance, health, engineering, science, and more, helping users quickly solve complex calculation problems with accuracy.

• Free

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$

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

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

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$

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

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

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$

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

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

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$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

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$

Tiller automatically tracks your financial data in Google Sheets and Excel, providing daily updates, customizable templates, and comprehensive budgeting tools.

• Paid
• 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$

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$

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

S5 Stratos offers an AI-driven platform for retail and CPG merchandising. It helps businesses optimize assortment planning, merchandise financial planning, and allocation.

• 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$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

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

• 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

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$

Neon is an AI-driven payment platform that enables users to split essential bills into manageable installments, offering smarter, faster financial decisions and tailored repayment plans.

• Freemium

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

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

Notion Finance Tracker is an API-enhanced template designed for seamless personal finance management within Notion, offering real-time asset pricing, multi-currency budgeting, and interactive charts. This tool provides automated financial monitoring, easy transaction recording, and a one-time payment for lifetime access.

• Pay Once

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

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

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$

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$

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$

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

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

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$

Life2vec.io is an AI-powered platform offering tools like a lifespan calculator to provide personalized insights into life expectancy and well-being. It helps users make informed decisions for a healthier and potentially longer life.

• Free

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$

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$

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

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

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$

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$

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

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