Top AI tools for Wealth Manager

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

Linxo is an AI-powered financial management platform that centralizes bank accounts, tracks spending, analyzes budgets, and facilitates payments through open banking solutions for both individuals and businesses.

• Freemium

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

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

Streitwise is a real estate investment company offering access to commercial real estate through a non-traded equity REIT, providing passive income opportunities with tax advantages and professional management.

• Contact for Pricing

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

Smart Invest Returns offers a suite of intelligent financial calculators to help users plan investments, retirement, and real estate decisions with data-driven insights.

• Free

Liquidamber is a high-performance stock portfolio manager that helps investors make better decisions through journaling, research organization, and conviction-building tools for navigating market volatility.

• Freemium
• From 15$

AISHE Pro is an AI-based software client with neural network matrix system for strategic autonomous trading without human intervention, enabling home-based income generation through automated financial transactions.

• 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$

CarinaBot is an AI-powered algorithmic trading robot that automatically analyzes markets and executes trades on your external trading account, offering a risk-free trial period with performance-based pricing.

• Usage Based

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

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

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

• Other

Grifin is an AI-powered investment app that automatically purchases fractional stock shares in companies where users spend money, building investment habits through everyday purchases with as little as $1 per transaction.

• Freemium
• From 5$

Pocket Bitcoin is a European Bitcoin brokerage service that automatically exchanges bank transfers into Bitcoin and sends them directly to users' personal wallets, offering simple fees and personal support.

• Other

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

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$

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

Wealthfolio is an open-source, privacy-focused investment tracker that runs locally on desktop, mobile, or self-hosted web servers, featuring AI-powered portfolio insights and comprehensive wealth management tools.

• Freemium

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$

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

Motif is a powerful investing platform that offers thematic investing portfolios, automated impact portfolios, and IPO access with transparency and low costs.

• Freemium
• From 10$

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

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

• Contact for Pricing

MAX Credit Union is a full-service financial institution offering banking, lending, insurance, and wealth management services with a focus on community investment and digital convenience.

• Other

SecretMemoryLocker is a secure digital legacy management tool that uses memory-based authentication and blockchain time-locking to protect and transfer sensitive information to trusted individuals.

• Free

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

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$

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$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

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$

SmartFi is an open-finance platform offering crypto interest accounts, loans, trading, and token utilities with a 100% buy-back guarantee on its native token, designed for both new and experienced cryptocurrency users.

• Other

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

FVR Corporate Services provides tailored business structuring and compliance solutions for entrepreneurs, investors, and businesses in the UAE, including DIFC, ADGM, and mainland setups.

• Contact for Pricing

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

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

• 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$

Choice India is a full-service stockbroker offering a comprehensive investment platform for stocks, F&O, commodities, IPOs, mutual funds, and more, backed by expert research and advanced trading tools.

• Free

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

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

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$

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

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

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

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

• 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

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

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