Top AI tools for Investment Advisor

FinSoftAi SSi is an AI and blockchain-powered equity research and trading platform that analyzes social sentiment to help institutional investors maximize gains and minimize risk through real-time market insights.

• Contact for Pricing

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$

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

EarningsCall.ai is an AI-powered platform that transforms earnings call transcripts into concise summaries and actionable insights, helping investors and business professionals save time and make informed decisions.

• Free Trial
• From 20$

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$

AskSatoshi is an AI-powered research assistant that streamlines cryptocurrency analysis by aggregating data from multiple sources like DeFiLlama and CoinGecko, enabling faster and more precise crypto research.

• Freemium

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

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$

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• Contact for Pricing

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

ZapStart is an AI-powered platform that provides comprehensive startup idea validation, offering detailed analysis including market research, competitor analysis, and technical feasibility assessment in minutes instead of hours.

• Paid
• From 39$

TickerTrends is a comprehensive alternative financial data platform that aggregates and analyzes diverse data sources including social media sentiment, web traffic patterns, app downloads, and consumer spending indicators to provide actionable market insights.

• Freemium
• From 19$

Wallet Finder.ai is an advanced DeFi analytics platform that empowers cryptocurrency traders to discover, analyze, and copy the strategies of top-performing blockchain wallets in real time.

• Freemium
• From 37$

PineReady enables traders to generate custom TradingView Pine Scripts for indicators and strategies without coding. The platform offers a user-friendly interface, instant script creation, and is suitable for users at any experience level.

• Freemium
• From 29$

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

Lufe.ai offers AI-powered translation for webpages, PDFs, and images using engines like Gemini, OpenAI, and Claude, specializing in bilingual reading experiences.

• Freemium
• From 10$

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

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

• Other

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

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

• Contact for Pricing

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

Property AI is an advanced tool that analyzes real estate data to provide actionable insights for property investors, helping them maximize rental yields and investment returns.

• Free Trial

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

Capital Companion is an AI-powered trading assistant that provides instant technical analysis, trend predictions, and market insights for US stock trading, offering both free and premium features.

• Freemium
• From 10$

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.

• Paid
• From 19$

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

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$

MultiCharts is a powerful trading platform that enables users to design, backtest, and automate high-performance trading strategies with advanced charting and simulation tools. Supporting integration with industry-leading brokers and a variety of programming languages, it is trusted by professional traders worldwide.

• Freemium

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• Contact for Pricing

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

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$

Achievable is an AI-powered exam preparation platform that offers personalized learning experiences through adaptive algorithms. The platform covers various professional certifications and educational tests, with a proven 95%+ success rate.

• Freemium

Bitsleader is an AI-powered crypto trading bot designed for automated portfolio management, helping traders maximize profits and reduce risk in cryptocurrency markets.

• Paid
• From 12$

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

HODL it! is an AI-driven cryptocurrency investment platform that provides emotionless trading signals and portfolio management tools, combining technical analysis with social trading features.

• Freemium

TrendEdge is an AI-driven platform that analyzes real-time social trends and alternative data to help investors identify market opportunities. It provides comprehensive market insights for smarter investment decisions.

• Paid
• From 39$

RealtyOmega is an AI-powered platform that analyzes global real estate data to identify promising investment opportunities, offering market trend analysis, cost estimation, and profit forecasting through advanced neural networks.

• Free Trial

QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

• Free

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial