Top AI tools for Investment Manager

Bloks is an AI-powered platform designed specifically for venture capital teams, automating CRM management, note-taking, and reporting tasks while providing intelligent meeting briefs and data analysis.

• Freemium
• From 19$

BlockBeat delivers AI-enriched crypto market intelligence, providing traders with streamlined news, trends, and data for smarter trading decisions.

• Contact for Pricing

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• 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.

• Contact for Pricing

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

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

Riskify utilizes AI to provide real-time monitoring and comprehensive reports on non-financial risks, including capital markets, operational, reputational, cybersecurity, employee, compliance, and ESG risks.

• Freemium
• From 199$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

Mission Grey provides AI teammates for geopolitical risk management, offering tailored insights and reports for businesses, consultants, and investment managers navigating the global landscape.

• Contact for Pricing

PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

• Freemium
• From 39$

Debexpert is an online marketplace connecting buyers and sellers of debt portfolios. It features a wide range of debt types and a large network of debt buying companies in the US.

• Other

theMOG (The Mirror of Galadriel) is an open-source AI platform that transforms market analysis through real-time data integration and machine learning, specifically designed for commodity sectors in MENA, Africa, and Asia.

• Other

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

An AI-powered translation platform combining neural machine translation with professional human expertise, specifically designed for legal, financial, and securities industries with enterprise-grade security and customization options.

• Contact for Pricing

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

Alpaca provides easy-to-use APIs for developers and businesses to execute trading algorithms, build financial apps, and embed investing services for stocks, options, and crypto.

• Freemium

BlueFlame AI is a knowledge management and productivity platform for alternative investment managers. It leverages AI to transform information overload into actionable intelligence.

• Contact for Pricing

Aerial is an AI-powered data room solution designed specifically for startups that organizes, manages, and analyzes corporate information and legal documentation to ensure companies are investor-ready.

• Freemium
• From 250$

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Aylien News API provides instant access to global news data from 90,000+ sources, offering NLP-enriched content with powerful search and filtering capabilities for businesses to aggregate, understand, and deliver news at scale.

• Free Trial

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

FXPredator is an advanced automated trading system that uses AI algorithms to execute forex trades on MT4/MT5 platforms, offering verified performance tracking and customizable trading strategies.

• Paid

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$

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$

SuperWarm.AI is an intelligent platform that connects startups with investors through AI-driven matchmaking, optimizing the fundraising process based on vertical, stage, and traction metrics.

• Contact for Pricing

SEC Insights is an AI-powered platform that enables users to analyze complex financial documents like 10-Ks and 10-Qs through advanced document processing and natural language interactions.

• Contact for Pricing

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Rose AI is an intuitive platform designed for financial analysts and decision-makers, streamlining data discovery, visualization, and analysis using advanced language models.

• Contact for Pricing

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Propaya utilizes AI to automate lease abstraction and review, extracting key details from documents quickly and accurately for streamlined real estate workflows.

• Contact for Pricing

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

• Contact for Pricing

Lantern is an AI-powered financial platform that provides fund and portfolio monitoring solutions for General Partners (GPs), offering real-time data validation, automated workflows, and seamless reporting capabilities.

• Contact for Pricing

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing