Top AI tools for Wealth Manager

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

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$

Pinnacle Financial Partners provides a full range of banking services including deposit accounts, loans, mortgages, wealth management, and online banking solutions for both personal and business customers.

• Other

Novus Platform provides advanced portfolio management, analytics, and reporting solutions for institutional investors, enabling deep insights into performance, risk, and exposures across investment portfolios.

• Contact for Pricing

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

• Freemium
• From 180$

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

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$

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

BestStock AI is an AI-powered financial analysis platform that provides institutional-grade data, real-time market signals, and predictive insights to help investors make data-driven decisions with confidence.

• Freemium
• From 19$

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$

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

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$

ReportWA automates professional financial reporting for wealth management firms, offering a drag-and-drop report designer, secure client portals, and rule-based distribution.

• Freemium

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

CryptoLegacy.ai provides an AI-powered digital vault for secure crypto and NFT key storage, biometric identity verification, and seamless inheritance management, safeguarding digital assets against advanced threats.

• Freemium
• From 10$

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$

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$

Macroaxis is an AI-powered investment advisory service that helps investors build and optimize portfolios with affordable technology.

• Other

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

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$

Compound Real Estate Bonds offers fixed-income savings bonds with 8.5% APY returns, backed by real estate assets and U.S. Treasuries, featuring daily interest compounding and no lock-in periods.

• Other

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

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

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$

Wealthbox CRM is an AI-powered customer relationship management platform designed specifically for financial advisors, offering contact management, workflow automation, and AI-driven note-taking capabilities to streamline client collaboration and business growth.

• Freemium
• From 59$

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$

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$

Flanks is a modular wealthtech platform that aggregates, enriches, and standardizes wealth data from multiple sources, enabling AI-driven insights and streamlined wealth management for financial professionals.

• 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$

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

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

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

• Free

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$

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

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

• Free Trial

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

SigFig provides AI-powered wealth management platforms offering personalized, tax-efficient, and diversified portfolio solutions for both enterprise clients and individual investors.

• Contact for Pricing

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

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$

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$

The Idea Farm provides access to over $100,000 worth of investing research from top institutions, funds, and money managers, helping individual investors make better decisions.

• Contact for Pricing

21bitcoin is a Bitcoin-focused platform offering secure buying, selling, and custody services with personal support and educational resources for users in Europe.

• Other

Palance unifies your stocks, ETFs, funds, and crypto to provide clear insight from complex financial data, with risk and return modeling, smart diversification metrics, and contextual news.

• Freemium

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

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

Discounting Cash Flows is an AI-powered financial modeling platform that provides instant stock valuations for over 40,000 equities using customizable valuation models without spreadsheets.

• Freemium

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$

CD Interest Calculator is a free online tool that helps users determine their certificate of deposit earnings based on initial deposit, APY, term length, and compounding frequency, providing accurate results for informed investment decisions.

• Free

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$

Xanthrex is an AI-powered DeFi yield finder that scans 100+ protocols in real-time, allowing users to discover, invest in, and monitor crypto yields through natural language commands.

• Free Trial