Top AI tools for Investment Banker

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

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

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$

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.

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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.

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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

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$

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$

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$

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

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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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$

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$

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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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

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

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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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

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

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.

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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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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.

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

• Paid
• From 25$

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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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$

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.

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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

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$

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

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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.

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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$

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$

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$

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$

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

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.

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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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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

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$

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$

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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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

Venture IQ provides AI-powered software and services to map markets and targets for investment, innovation, and M&A teams, helping them find and close more deals efficiently.

• Paid
• From 115$

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

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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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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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.

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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$

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

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