Top AI tools for Wealth Manager

My-Legacy.ai offers a secure, AI-powered platform for comprehensive life and inheritance planning, featuring tools like Legacy Score, asset portfolio management, and a secure digital vault.

• Freemium

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

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

Stonksfolio enables users to visualize and monitor the combined performance of all investment portfolios across multiple platforms, providing advanced insights and rebalancing tools.

• Freemium
• From 6$

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

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$

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

• Other

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

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

ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.

• Free

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

Temenos delivers innovative, AI-enhanced core banking, digital banking, payments, and wealth management solutions, empowering banks to modernize and provide personalized customer experiences.

• Contact for Pricing

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

Tykr is an investment research platform designed for retail and institutional investors, simplifying research, boosting confidence, and increasing investment retention.

• Free Trial

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• 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$

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

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

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

FINQ is an AI-driven investment platform offering dynamic portfolios and market insights designed to outperform traditional strategies. Utilize AI-based stock and fund analysis, risk assessment, and continuous market monitoring.

• Free Trial

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$

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$

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

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

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• Contact for Pricing

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$

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

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

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

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$

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

Fiscor empowers users to achieve smarter financial planning with lifetime projections, goal-based tracking, and advanced scenario simulations, all in one intuitive platform.

• Freemium

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

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$

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$

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

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

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$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

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

• Contact for Pricing

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$

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

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

• Freemium
• From 180$

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

• Contact for Pricing