Top AI tools for # fintech

RockFlow is an AI-first trading app designed to simplify investing through features like AI-driven insights, copy trading, and fractional shares.

• Free

Invest19 is an Indian invest-tech platform utilizing AI to provide personalized investment ideas and simplify the investment process with multi-broker options and portfolio tracking. Start your investment journey easily with expert support.

• Freemium

TaskUs offers outsourced digital services, including AI Operations and Agentic AI Consulting, to help innovative technology companies manage and scale their AI initiatives.

• Contact for Pricing

Identance is a cloud-based identity verification solution using machine learning and AI to facilitate fast and secure remote customer onboarding, helping businesses reduce identity risks and operational costs.

• Paid
• From 51$

Belvo is an open finance platform for Latin America, enabling businesses to securely connect to financial data, gain AI-powered insights, and facilitate instant payments.

• Freemium
• From 1000$

OptiKPI is a real-time Customer Data Platform (CDP) and CRM toolkit designed to help businesses enhance customer retention, engagement, and value through targeted, multi-channel campaigns.

• Paid
• From 1099$

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

Synapse Analytics is an AI credit decisioning platform designed to increase loan approvals, reduce risk, and streamline operations for financial institutions.

• Contact for Pricing

StartupFuel provides AI-powered due diligence software and services, including DiligenceGPT, to help investors, accelerators, and family offices streamline startup evaluation and make informed decisions.

• Contact for Pricing

Credolab is a data and analytics platform leveraging first-party metadata and AI to provide predictive scores and insights, helping businesses reduce credit risk, combat fraud, and optimize marketing efforts.

• Paid
• From 600$

Tromero provides bespoke AI workflow automation solutions, integrating logical and generative AI to improve quality, scalability, and productivity for enterprises.

• Usage Based

Nobias utilizes advanced AI to analyze financial analyst reports and track performance, providing unbiased market insights to help novice investors navigate the stock market.

• Other

SensaMarket offers an all-in-one platform for options trading analysis, featuring strategy builders, real-time market data, and insider trading insights.

• Free Trial
• From 25$

Koble utilizes AI and proprietary algorithms to analyze vast public data, identifying promising early-stage startup investments and aiming to outperform the market.

• Free Trial
• From 495$

Neo.Tax is an AI-powered platform designed for tax and accounting teams to automate R&D tax credit studies (§41) and software capitalization. It eliminates interviews and manual data collection by leveraging existing engineering data, producing audit-ready outputs quickly.

• Contact for Pricing

Welle is an AI-powered investment agent designed to accelerate the analysis of US stocks and provide market summaries.

• Freemium
• From 20$

Heron uses AI to automate document intake, data extraction, enrichment, and synchronization for businesses, streamlining document-heavy workflows.

• Contact for Pricing

Vela Partners is a San Francisco-based quantitative venture capital firm specializing in early-stage AI startups, utilizing AI to enhance investment strategies and support entrepreneurs globally.

• Other

InvestAlert.ai was an AI-powered platform offering investing tools and portfolio insights. Please note: The service will be discontinued on December 31, 2024.

• Other

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

• Contact for Pricing

ReconXi is an AI-powered platform simplifying financial reconciliation for accountants, businesses, and institutions by automating transaction matching.

• Freemium
• From 10$

Vent AI automates income and expense tracking, plus transaction reconciliation, allowing business owners to focus on growth instead of manual bookkeeping.

• Contact for Pricing

DisputeNinja uses AI agents to automate chargeback disputes, aiming to increase win rates, specifically for software and AI startups.

• Usage Based

Optalitix provides collaborative, no-code software for actuaries, underwriters, and executives to futureproof pricing, supercharge insurance underwriting, and revolutionize lending processes.

• Contact for Pricing

LoanTap offers fast, flexible, and customized personal and business loans in India, utilizing technology including AI-driven insights for a seamless application and disbursal process.

• Contact for Pricing

Ark7 enables individuals to invest in high-yield rental homes through fractional shares, starting from $20. It leverages AI and local expertise for property sourcing, leasing, and management, offering passive income and potential appreciation.

• Freemium

TartanHQ offers unified APIs and agentic AI applications designed to streamline enterprise operations across various industries like lending, insurance, banking, and HR tech.

• Contact for Pricing

IntelligentCross is a US equities trading venue utilizing AI to optimize price discovery, aiming for maximum price stability, better prices, and tighter spreads for institutional and professional clients.

• Contact for Pricing

Kloo is an AI-powered Accounts Payable automation layer designed to integrate with ERP systems, streamlining AP workflows, reducing manual tasks, and enhancing financial control.

• Contact for Pricing

Walbi simplifies cryptocurrency trading with AI-powered tools, including signals based on ChatGPT 4-o, helping users make data-driven decisions.

• Usage Based

Posh AI provides AI-powered solutions, including voice and digital assistants, specifically designed for banks and credit unions to enhance customer service, empower employees, and optimize operations.

• Contact for Pricing

Trove utilizes a purpose-trained LLM to enrich financial transaction data, providing real-time insights into merchant identities and user spending patterns.

• Freemium

Rulebase provides fintech customer service teams with an AI co-pilot for real-time agent support, automated QA, and compliance monitoring across all interactions.

• Contact for Pricing

KoreChain is an AI-powered, SEC-Qualified blockchain platform providing a trust infrastructure for compliant transactions in private capital markets, managing the lifecycle of tokenized securities.

• Contact for Pricing

Macro is an AI-powered PDF reader designed to transform academic, legal, and finance documents into interactive and intelligent resources, enhancing understanding for professionals.

• Contact for Pricing

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Deep Node develops evolving AI technology for day-trading, designed to adapt to changing market conditions and identify profitable short-term trading opportunities across multiple assets.

• Contact for Pricing

Richie AI provides embedded lending infrastructure for SaaS platforms, enabling them to establish business lending programs quickly and offer discounted loans to their merchants.

• Paid
• From 97$

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

IntrinsicAlpha is a value investment platform that automatically estimates the intrinsic value of stocks to aid informed investment decisions. It provides balance sheet analysis and Wall Street analyst insights.

• Freemium
• From 9$

Arc provides an integrated platform for businesses to manage finances, optimize yield, and access AI-powered capital markets solutions.

• Freemium

MetaMevs provides advanced MEV bot software leveraging AI to help users capitalize on opportunities in the fast-paced DeFi market, aiming to maximize profits through high-speed, secure, and customizable trading solutions.

• Contact for Pricing

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

FinBraine provides AI-powered lending management and digital KYC software solutions for Telecom, Retail, Banking, and eCommerce sectors.

• Contact for Pricing

eMACH.ai is an Enterprise Connected Intelligence Platform that enables financial institutions to build future-ready technology solutions with a focus on customer-centric operations and regulatory compliance.

• Contact for Pricing

finbots.ai offers creditX, an AI-powered credit scoring solution that helps lenders increase approvals, reduce risk, and improve efficiency.

• Contact for Pricing

Humanlike offers human-like AI to automate and optimize accounts payable and receivable processes, reducing costs and increasing efficiency. It's a superior alternative to traditional outsourcing.

• Free Trial
• From 16$

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

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

Personetics is an AI-powered financial data analytics platform that helps banks deliver personalized customer experiences, automated savings journeys, and intelligent money management solutions.

• Contact for Pricing