Top AI tools for Institutional Investor

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

Maimo is an AI workspace designed to streamline industry research by enabling users to save, analyze, and retrieve information from various sources like documents, webpages, and audio files.

• Freemium
• From 20$

Quant Matter is a quantitative trading firm specializing in market-making and multi-asset algorithmic trading across futures, options, stocks, commodities, forex, and cryptocurrency.

• Contact for Pricing

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

Metafide provides an AI-driven suite for cryptocurrency trading, offering asset ratings, risk mitigation, and automated strategies for Web3 investors.

• Free Trial

Analog is an AI-powered blockchain interoperability platform designed to unify liquidity and enable seamless, secure cross-chain communication and transactions.

• Contact for Pricing

CoinSwitch is a leading cryptocurrency trading platform in India, offering advanced spot and futures trading, personalized services, and access to over 300 cryptocurrencies.

• Other

AlphaLoops automates Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) for finance professionals, boosting efficiency and accuracy.

• Contact for Pricing

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing