Top AI tools for Wealth Manager

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$

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

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$

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$

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$

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$

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$

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

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

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

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$

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

• Other

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$

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

PrimeInvestor offers professional Portfolio Management Services (PMS) with multi-asset strategies, comprehensive portfolio reviews, and research-driven investment solutions for long-term wealth creation.

• Contact for Pricing

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

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

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

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

Better Off, now part of Steward, is an AI-driven estate planning platform that provides personalized estate plans through intuitive technology and expert support at a fraction of traditional law firm costs.

• Contact for Pricing

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$

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

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

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$

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

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

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

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

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$

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$

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

• Contact for Pricing

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

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

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$

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$

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