Top AI tools for Wealth Manager

Simply Wall St is an AI-powered investment research platform that provides portfolio tracking, stock screening, and market analysis tools to help investors make data-driven decisions with institutional-grade insights.

• Freemium

Dzambhala is an AI-powered financial platform providing real-time market alerts, data insights, and investment calculators to help users build wealth and plan for early retirement.

• Freemium

Stokki is an AI-powered investment portfolio management app that helps users track stocks, funds, and returns across multiple portfolios with a simple, privacy-focused interface.

• Other

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Kubera Research delivers sophisticated stochastic trading models powered by reinforcement learning, designed to maximize risk-adjusted returns directly in your brokerage account.

• Contact for Pricing

Agent IQ is an AI-powered relationship banking platform that helps banks and credit unions deploy agentic AI to engage account holders, empower staff, and drive growth through personalized digital interactions.

• Contact for Pricing

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

RightCapital is AI-enhanced financial planning software that simplifies planning, enhances client engagement, and helps advisors scale efficiently through tools like Smart Import™ for data entry and comprehensive planning features.

• Freemium
• From 150$

StockSageAI is an AI-powered investment platform that provides real-time analytics, portfolio management, and stock forecasting to help investors make data-driven decisions and optimize their investment strategies.

• Freemium
• From 7$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

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$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

My Life Capsule provides ultra-secure digital vaults for organizing, protecting, and sharing confidential information with privacy-by-design security systems.

• Other

Black Ledger offers tax optimization, offshore banking, business formation, and residency planning tools and guides for high-income professionals and entrepreneurs.

• Free

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

One Million Dollars App is an AI-powered financial tool that helps users set and track financial goals, manage budgets, and monitor net worth with real-time updates and personalized insights.

• Other

Shayr is an AI-powered personal finance app that connects bank accounts, tracks spending, and provides financial insights for individuals, couples, and families.

• Freemium
• From 3$

Cipherwill offers a secure digital will platform that ensures your sensitive data and digital assets are delivered to the right beneficiaries using advanced end-to-end encryption and robust backup systems.

• Freemium
• From 4$

Business Quant is a comprehensive stock research platform providing institutional-grade financial data, KPI metrics, stock screening, and advanced charting tools for investors and financial professionals.

• Freemium
• From 19$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Money Minx is a financial tool platform that has been acquired by Arta Finance, offering integrated features to manage and grow wealth.

• Other

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

Astral is a private AI platform designed specifically for family offices, helping them deploy secure AI solutions across due diligence, risk management, reporting, and investment analytics to transform operational workflows.

• Contact for Pricing

MarketAdvisor is an AI-powered stock analysis platform that helps long-term investors select stocks to grow their portfolios through advanced screening, ranking, and portfolio analytics.

• Freemium
• From 9$

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

AssetKing is an AI-driven asset management platform that provides diversified investment strategies across 12 investment options, making smart investing accessible to all investors regardless of experience level.

• Free

Feathery provides an AI-driven platform for building advanced forms and automating data intake workflows, specializing in regulated industries like insurance, finance, and healthcare.

• Freemium
• From 49$

Pacaso offers luxury second home co-ownership with turnkey properties in prime locations worldwide, providing a simplified ownership experience through fractional shares and flexible scheduling.

• Contact for Pricing

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

CreditReady is an AI-powered financial wellness platform that provides personalized action plans and unbiased credit advice through its TiM AI companion to help users achieve their financial goals.

• Free

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$

Insurance and Estates provides expert guidance and resources on using properly designed whole life and indexed universal life insurance strategies for debt repayment, wealth building, tax planning, retirement planning, and legacy creation.

• Contact for Pricing

MarketXLS integrates real-time financial market data, advanced analytics, and AI-powered functions directly into Excel, streamlining investment research and trading analysis.

• Paid
• From 70$

Bareksa is an AI-powered investment super app offering diverse investment products including stocks, mutual funds, government bonds, gold, robo-advisor, and Islamic pilgrimage savings, all in one platform with OJK-regulated security.

• Other

NexJ provides a comprehensive CRM and integrated desktop solution designed specifically for financial advisors, helping them manage client lifecycles, automate workflows, and improve efficiency.

• Contact for Pricing

Moneyhub is an advanced Open Data platform that uses AI-powered analytics to help businesses deliver personalized digital financial services, streamline payments, and enable smarter decision-making.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Passiv is an AI-powered portfolio management tool that automates investing and rebalancing, helping users save time and maintain their target asset allocation with ease.

• Freemium
• From 9$

Stock Unlock leverages AI to provide comprehensive stock analysis, intelligent portfolio tracking, and actionable investment insights for long-term investors. Access powerful financial tools, including real-time data, screeners, and educational resources, to make smarter investing decisions.

• Freemium
• From 15$

Decisional is an AI Financial Analyst for Private Markets, automating workflows, enabling deep data analysis, and improving decision-making accuracy for financial firms.

• Free Trial
• From 99$

LendingRobot is an SEC-registered investment advisor offering automated alternative investment solutions, including diamond funds, fixed income products, and pre-IPO opportunities, designed for both retail and accredited investors seeking portfolio diversification with high-yield, low-volatility options.

• Other

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

Denario offers fully backed silver and gold asset tokens secured by physical precious metals stored in Swiss vaults, combining blockchain technology with Swiss security and regulatory compliance for modern precious metal investment.

• Other

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

Investment Calculator is a free online tool that helps users calculate compound interest growth for savings and investments, with features for regular contributions, goal-based calculations, and detailed projections.

• Free

snoopifyapp provides comprehensive information on how to sell annuities, explaining the process, methods, and considerations for converting future payments into lump-sum cash.

• Free

Tabadulat is building the world’s first Shariah-compliant brokerage platform that leverages AI-driven insights for global halal investing with ultra-low fees and advanced analytics.

• Freemium