Top AI tools for # wealth management

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

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

Moning provides a comprehensive suite of tools to manage your wealth, analyze investments, and track dividends. Enhance your investment decisions with AI-powered insights.

• Free

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

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$

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

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$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

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 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

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$

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

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

• Freemium

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

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

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• Freemium
• From 50$

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

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

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

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

EquBot offers AI-powered solutions for investment and wealth management, leveraging IBM Watson technology. Its non-advisory, institutional offerings are available through QuantumStreetAI.com.

• Contact for Pricing

My-Legacy.ai offers a secure, AI-powered platform for comprehensive life and inheritance planning, featuring tools like Legacy Score, asset portfolio management, and a secure digital vault.

• Freemium

MAPLE is a next-generation financial advisor that provides personalized advice to help users achieve their financial goals. It analyzes assets, tracks goals, and delivers optimized wealth management recommendations.

• Free