Top AI tools for Investment Banker

Ansarada provides secure virtual data rooms featuring AI-driven insights to streamline M&A, capital raising, and procurement. It ensures controlled collaboration and compliance throughout complex deal lifecycles.

• Free Trial
• From 499$

FinChat is an AI-powered investment research platform providing institutional-quality data and analysis tools for global equities. It helps investors make better decisions with verified financial data and an AI assistant.

• Freemium
• From 29$

Fira Research is an AI-powered financial research assistant designed to help financial analysts quickly search, analyze, and cite information from thousands of UK company filings.

• Contact for Pricing

Monexa offers institutional-grade market insights, news, and data analysis in one powerful, AI-driven platform. Access comprehensive financial data and make informed investment decisions.

• Free

StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.

• Freemium
• From 17$

FiMo Copilot is an AI-powered tool that generates customized and professional DCF models for over 14,000 listed companies. It allows for instant model creation, AI-driven updates, and in-depth fundamental analysis.

• Free

Grata is a business development platform for proactive dealmakers. It provides AI-powered search and investment-grade data to help users source, research, and market deals effectively.

• Contact for Pricing

Multiples provides institutional-quality public comps and private valuation multiples, offering deep sector categorization, advanced analytics, and automation designed for VC, PE, and finance professionals.

• Free Trial
• From 239$

Real Estate Spreadsheets offers advanced Microsoft Excel templates designed for efficient rental property, house flipping, and Airbnb investment analysis. Its user-friendly tools help both beginner and experienced investors evaluate, forecast, and optimize their real estate decisions.

• Pay Once

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.

• Contact for Pricing

Corporate Finance Institute (CFI) offers expert-led online finance and banking training, certifications, and productivity tools. Master in-demand skills like financial modeling, data analysis, and AI for finance to advance your career.

• Paid
• From 29$

Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

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$

Searcher Insights offers a well-curated platform for search fund entrepreneurs, providing databases of investors, deals, and essential resources to support every stage of the search fund journey.

• Freemium

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

offers.ai is an integrated platform providing software, training, and resources to streamline the process of buying companies for private equity, corporate development, and acquisition entrepreneurs.

• Contact for Pricing

Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

• Contact for Pricing

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

evAIuate is an AI-powered pitch deck evaluation tool that uses GPT-4 technology to analyze, score, and provide detailed feedback on presentations across various industries.

• Freemium
• From 10$

KoreChain is an AI-powered, SEC-Qualified blockchain platform providing a trust infrastructure for compliant transactions in private capital markets, managing the lifecycle of tokenized securities.

• Contact for Pricing

Captide is an AI-powered platform that empowers investment research teams to automate the extraction and analysis of insights from financial filings and IR documents, enabling real-time custom insights and dataset creation.

• Freemium
• From 149$

Finta is an AI-powered CRM and deal management platform designed to streamline fundraising and relationship building for entrepreneurs, fund managers, and private market allocators.

• Freemium
• From 99$

Thunder is a tech-enabled investment bank leveraging AI to assist startups with capital raising (equity, debt), M&A, and strategic growth by connecting them with relevant investors and buyers.

• Contact for Pricing

4Degrees is a CRM and relationship intelligence platform designed for private equity, venture capital, and M&A professionals to manage deal flow and leverage networks.

• Contact for Pricing

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

AlphaSense is an AI-powered market intelligence platform that combines advanced AI technology with extensive business content sources to help professionals make smarter strategic decisions. The platform analyzes millions of documents across earnings, broker research, expert calls, and company documents.

• Contact for Pricing

Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.

• Contact for Pricing

Daloopa automates financial data updates, helping analysts build and maintain financial models efficiently. It provides comprehensive, auditable data with direct links to source documents.

• Freemium

Alphastream is an AI-powered platform that transforms complex financial and legal documents into structured data for credit market analysis. It specializes in extracting key information from offering memorandums, earnings reports, and credit agreements within minutes.

• Contact for Pricing

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

• Contact for Pricing

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Affinity CRM is a relationship intelligence platform designed for private capital investors to source, manage, and close deals more effectively. It leverages AI and data to provide insights and drive investment decisions.

• Contact for Pricing

ProxDeal is an AI-powered platform that automates the creation of longlists for potential company buyers, investors, and targets in the M&A market. It leverages AI agents to research and generate contextualized results, providing up-to-date information.

• Contact for Pricing

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Hebbia is an enterprise AI platform that helps financial, legal, and corporate institutions transform large volumes of information into actionable insights using advanced generative AI technology.

• Contact for Pricing

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

Distill Intelligence uses AI to automate the tracking and summarization of news, updates, and insights across any company or industry, delivering personalized recaps and alerts directly to users’ inboxes.

• Paid
• From 59$

Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

• Freemium
• From 25$

Sensei AI is an advanced interview assistance tool that provides real-time, AI-powered responses during live interviews with less than 1-second latency, supporting multiple languages and integrating with major video conferencing platforms.

• Freemium
• From 24$

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$

Eilla provides AI-powered analysts that streamline venture capital, private equity, and M&A processes by automating research, valuation, and deal sourcing tasks.

• Free Trial
• From 78$

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

DeepFlows is a secure AI platform offering models trained specifically for M&A and Private Equity professionals to assist with research, document drafting, and analysis.

• Contact for Pricing

Benki offers interpretable AI solutions for M&A, streamlining due diligence, sourcing, risk analysis, and compliance with transparent audit trails.

• Contact for Pricing

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

Momentum Radar provides an intuitive technical analysis toolkit and resources for financial markets, including alternative data and backtested trading strategies.

• Paid
• From 25$

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

• Contact for Pricing

ConnectFlux is an AI-powered sales assistant specialized in finding and connecting with C-Suite Executives and Founders of funded companies, offering personalized outreach automation and a database of over 200 million business records.

• Free Trial
• From 39$