AI financial planning software - AI tools

  • MyInvestment-AI
    MyInvestment-AI Personalized Investment Plans Tailored for You

    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$
  • Parthean
    Parthean AI-enhanced financial planning platform for better client decisions

    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
  • FinanceGPT
    FinanceGPT Make Financial Data a Story Worth Telling

    FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

    • Contact for Pricing
  • Alphanso
    Alphanso Personalized investment advice powered by AI

    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
  • Alfie Invest
    Alfie Invest Your AI Investment Analyst - Right in your pocket

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

    • Other
  • PortfolioPilot
    PortfolioPilot Empowering Self-Directed Investors with AI-driven Insights

    PortfolioPilot offers a comprehensive AI-driven platform for self-directed investors to optimize their financial assets with advanced security and personalized investment advice.

    • Freemium
    • From 29$
  • BizPlanner.AI
    BizPlanner.AI Professional AI Business Plan Generator

    BizPlanner.AI is an AI-driven platform designed to help entrepreneurs and businesses create professional business plans efficiently and affordably.

    • Pay Once
    • From 10$
  • PrometAI
    PrometAI AI-powered business plan generator for streamlined success

    PrometAI is an advanced AI business plan generator that helps entrepreneurs and businesses create comprehensive, professional business plans with integrated valuation tools, strategic analysis, and financial projections.

    • Freemium
    • From 39$
  • Zillion
    Zillion AI Meets Finance - Your Intelligent Financial Analyst

    Zillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.

    • Freemium
    • From 25$
  • Venturekit
    Venturekit AI that writes a business plan for you.

    Venturekit is an AI-powered business plan generator that creates comprehensive, professional business plans in minutes. It combines business planning with AI consultation and content creation capabilities.

    • Freemium
    • From 16$
  • Mezzi
    Mezzi AI-powered wealth building and investment optimization platform

    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$
  • FinWise
    FinWise Personal Finances, Simplified

    FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

    • Free Trial
    • From 9$
  • Candlestick
    Candlestick Investing is hard. Let AI lend a hand.

    Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

    • Other
  • Rafa.ai
    Rafa.ai AI Powered Investing Tool

    Rafa.ai is an AI-powered investing app designed to assist users in building wealth through data-driven strategies and portfolio management.

    • Freemium
    • From 29$
    • API
  • Tendi
    Tendi Take Control of Your Finances with AI-Powered Personal Financial Coaching

    Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

    • Freemium
  • Invxst
    Invxst Analyze financial reports, chat with AI-driven insights, and stay informed with what matters.

    Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

    • Freemium
    • From 29$
  • RealtyOmega
    RealtyOmega AI-Powered Global Real Estate Investment Analysis

    RealtyOmega is an AI-powered platform that analyzes global real estate data to identify promising investment opportunities, offering market trend analysis, cost estimation, and profit forecasting through advanced neural networks.

    • Free Trial
  • Plansom
    Plansom AI-Powered Strategy Planning Generator

    Plansom is an AI-powered platform that generates customized business and project strategies, offering both monthly and annual subscription options for accessing hundreds of standard strategies.

    • Paid
    • From 15$
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