AI for financial advisors - AI tools

  • Farsight AI
    Farsight AI Complex AI Automations for Finance

    Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

    • Contact for Pricing
  • WellTrade.ai
    WellTrade.ai Invest Smarter with AI-Powered Recommendations

    WellTrade.ai is an AI-powered financial advisor that provides data-driven investment recommendations for stocks and ETFs. It simplifies investing by analyzing comprehensive financial data to offer clear buy, sell, or hold advice.

    • Free
  • TIFIN
    TIFIN AI for financial prosperity

    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
  • Unitor
    Unitor Financial AI Assistant

    Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

    • Free Trial
    • From 10$
  • TheFinAdvisor
    TheFinAdvisor AI Financial Advisor to Guide You Towards Your Goals

    TheFinAdvisor is an AI-powered financial advisor that provides personalized investment strategies and guidance. It helps users achieve their financial goals, from paying off debt to investing and retirement planning.

    • Paid
    • From 2$
  • Jiffy
    Jiffy Your Financial Copilot

    Jiffy is an AI-powered financial analysis tool that helps users analyze, compare, and screen stocks. It offers personalized guidance and streamlines financial decision-making.

    • Free Trial
  • Stockaivisor
    Stockaivisor Unleashing the New Era of Smart Investing

    Stockaivisor leverages generative AI to provide advanced financial analysis, predictive analytics, and automated portfolio management for over 20,000 stocks and portfolios.

    • Paid
    • From 29$
  • Axyon AI
    Axyon AI Uncovering Alpha Opportunities with AI

    Axyon AI provides AI-powered solutions for investment managers, improving performance with predictive asset signals and optimized model strategies.

    • Contact for Pricing
  • Amigo AI
    Amigo AI AI-Powered Personal Finance Intelligence

    Amigo AI is a personal finance management tool that leverages AI to provide tailored financial advice, smart budgeting, and transaction logging. It helps users simplify, secure, and enhance their financial management.

    • Paid
    • From 1$
  • Arya AI
    Arya AI Production-Ready AI for Finance

    Arya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.

    • Contact for Pricing
  • Intellectia.AI
    Intellectia.AI AI-Powered Insights for Smarter Investment

    Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

    • Paid
    • From 15$
  • 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
  • wallet.AI
    wallet.AI Artificial Intelligence for Daily Financial Decisions

    wallet.AI provides intelligent engines that analyze financial data to help users make better daily financial decisions. Founded in 2012, the platform helps individuals understand their financial behavior.

    • Contact for Pricing
  • 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$
  • 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
  • Insurance AI
    Insurance AI Ask Any Insurance Question From Your AI Insurance Expert

    Insurance AI is an advanced artificial intelligence system designed to provide instant answers and guidance for insurance-related inquiries, from policy coverage to claims processing.

    • Free
  • FinanceGPT Chat
    FinanceGPT Chat Build Your Own AI Co-pilots for Personalized Financial Insights

    FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

    • Freemium
  • 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
  • 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
  • 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$
  • 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
  • Geldhelden
    Geldhelden Unlock Financial Freedom with AI

    Geldhelden offers a free webinar and online course series teaching you how to leverage AI to improve your finances. Learn practical AI strategies and applications to achieve financial independence.

    • Free
  • 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
  • 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$
  • FPT.AI
    FPT.AI Leading the AI revolution to unlock unprecedented efficiency and innovate the future of businesses

    FPT.AI is a comprehensive artificial intelligence platform that provides enterprise-level solutions for customer experience, digital workforce, operational excellence, and sales efficiency. The platform serves 3000+ companies with 16M+ end-users worldwide.

    • Contact for Pricing
  • AlphaWatch AI
    AlphaWatch AI Custom AI Workflows for Finance and Beyond

    AlphaWatch AI offers advanced AI-driven workflow automation solutions designed for the finance sector, ensuring data-driven insights and human oversight to enhance business processes.

    • Contact for Pricing
    • API
  • Quantera.ai
    Quantera.ai AI Agents for financial research at light speed

    Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

    • Paid
    • From 1999$
  • Sagehood.AI
    Sagehood.AI Take Control of Your Investments with Sagehood.AI

    Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

    • Free
  • Boosted.ai
    Boosted.ai Artificial intelligence software that helps investment managers save time, improve portfolio metrics, and make better, data-driven decisions

    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
  • 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$
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