Top AI Tools for

🏦 Investment Banker (39 ai tools)

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

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

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$

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.

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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$

HouseCanary is an AI-driven real estate platform providing comprehensive property data, valuations, and analytics for 136M+ properties, helping professionals make smarter real estate decisions.

• Paid
• From 19$

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.

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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.

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Eilla is an AI-powered platform that enhances venture capital, private equity, and M&A workflows through advanced research and analysis capabilities.

• Free Trial

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

• Paid
• From 25$

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$

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

Intapp is a leading cloud-based software provider for professional and financial services firms, offering AI-powered solutions for relationship management, compliance, and business operations built on Microsoft Azure.

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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

Magnimetrics provides expert insights and resources for financial planning and analysis (FP&A) professionals, focusing on leveraging Excel for enhanced modeling, analysis, and productivity.

• Free

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.

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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$

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

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.

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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.

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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.

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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$

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$

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.

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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.

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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

AI-Signals provides a reliable AI-based trading indicator augmenting trading processes. The latest AI technology offers simplified and streamlined trading through visual data for better trading decisions.

• Paid
• From 47$
• API

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.

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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

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

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

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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$

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$

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$

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$

potato.trade has transitioned into Telescope, an AI Finance solutions company. Explore their new direction in AI-powered financial services.

• Other

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$

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$

Fin+ AI empowers your investment strategy with superior market insights, precision, and depth in stock market research. It provides accurate, real-time financial data and analysis.

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