Top AI tools for Financial Planner

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

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

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$

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

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

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

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

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

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

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

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

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

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

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

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

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$

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

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$

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$

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

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$

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

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

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$

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

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

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

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

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

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

• Freemium

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$

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$

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

• Other

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$

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

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$

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$

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free

SecretMemoryLocker is a secure digital legacy management tool that uses memory-based authentication and blockchain time-locking to protect and transfer sensitive information to trusted individuals.

• Free

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

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$

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$

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$

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

• Free

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$

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$

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

• Free

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$

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

• Freemium
• From 6$

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