Top AI tools for Personal Finance Advisor

Generated Assets uses AI to help users search for stocks and ETFs, build and refine custom portfolios, and compare them against the S&P 500 for educational analysis.

• Free

SpendSights is an AI-powered financial tracking tool that automatically processes bank statements, categorizes transactions, and provides spending insights without requiring banking credentials or SMS access.

• Freemium
• From 42$

Investment Calculator is an online tool that helps users plan and optimize their retirement savings by simulating various investment strategies and lifestyle choices. Get personalized insights on monthly contributions, projected outcomes, and advice for achieving your financial retirement goals.

• Free

19Pine is an AI-powered customer service assistant that handles calls to lower bills, cancel subscriptions, and resolve support issues, eliminating long hold times and frustrating transfers.

• Freemium
• From 25$

Caretta is a privacy-focused AI-driven financial app designed to help users effortlessly track expenses, analyze spending habits, and optimize savings through smart budgeting tools.

• Other

SubCenter.io helps users monitor, organize, and manage all subscriptions in one place, sending timely reminders and expense overviews. Its easy-to-use platform prevents forgotten renewals and surprise charges while keeping your personal data secure.

• Freemium
• From 2$

Front Street is an AI platform that automatically organizes and analyzes your purchase history across all products and retailers, providing insights, analysis, and price tracking.

• Contact for Pricing

Method streamlines financial account connectivity, allowing businesses to connect, retrieve, and manage users’ credit and liability data with embedded payments and real-time insights across 15,000+ financial institutions.

• Contact for Pricing