AI-powered financial planning - AI tools

  • 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$
  • 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$
  • 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
  • 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$
  • 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
  • LivePlan
    LivePlan The planning app that helps you grow your business with AI-powered insights

    LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

    • 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
  • 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
  • Octopus AI
    Octopus AI AI-Powered Financial Planning and Budgeting

    Octopus AI helps startups and businesses create realistic budgets, forecast scenarios, and streamline financial approvals using AI-driven insights.

    • Freemium
  • Finance Rants
    Finance Rants Discover your financial personality and get AI-powered financial guidance

    Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

    • Free
  • Precanto
    Precanto The Always On FP&A Analyst

    Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

    • 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
  • 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$
  • 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
  • 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$
  • 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
  • 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
  • iplan.ai
    iplan.ai Your Smart AI Travel Planner

    iplan.ai is an AI-powered travel planning platform that creates personalized trip itineraries in seconds based on user preferences, interests, and budget.

    • Free
  • 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$
  • 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
  • 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$
  • Global Predictions
    Global Predictions AI + Finance: Investing Insights and Financial Advice

    Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

    • Freemium
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