Top investment management AI tools

7Assets is an AI-powered digital platform that provides a comprehensive overview of your assets, including cash flow, real estate, securities, and alternative investments. It simplifies financial management with data-driven insights and automated processes.

• Free

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

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AOA revolutionizes interactions within the crypto space using AI, enhancing accessibility and efficiency in areas like DeFi, NFTs, and gaming.

• Other

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

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BlueFlame AI is a knowledge management and productivity platform for alternative investment managers. It leverages AI to transform information overload into actionable intelligence.

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Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

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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.

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Bloks is an AI-powered platform designed specifically for venture capital teams, automating CRM management, note-taking, and reporting tasks while providing intelligent meeting briefs and data analysis.

• Freemium
• From 19$

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.

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Selma is an AI-powered financial advisor that creates personalized investment plans based on your life and goals, offering automated portfolio management for long-term wealth growth.

• Usage Based
• From 2$