Parthean - Alternatives & Competitors
Parthean
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.
Home page: https://www.parthean.com

Ranked by Relevance
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1
Pluto AI-Powered Financial Management and Planning
Pluto is an AI-driven finance management tool that analyzes financial patterns, predicts needs, and provides actionable insights to optimize your financial health. It offers personalized recommendations and integrates with various financial platforms for comprehensive management.
- Free
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2
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
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3
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$
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4
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
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5
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$
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6
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$
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7
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
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8
Project Planner AI-Powered Project Management for Enhanced Productivity
Project Planner combines AI with online project management tools, boosting team productivity and streamlining communication. Its AI Assistants automate tasks and workflows, saving time and improving efficiency.
- Paid
- From 6$
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9
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
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10
Planful Empower Your Team to Drive Financial Success
Planful is a Financial Performance Management platform that helps businesses plan, close, and report, driving impactful decisions with AI-driven insights.
- Contact for Pricing
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11
SimplifiedETF Easy ETF Investing for Beginners
A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.
- Pay Once
- From 10$
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12
iPicks AI Insights for Smarter Investments.
iPicks provides AI-powered insights to accelerate research and spot hidden opportunities on over 6,000 stocks and ETFs.
- Free
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13
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$
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14
AI Investing Tools A Curated Directory of AI Tools To Help You Automate Your Investing
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$
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15
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
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16
StockInsights Effortless Financial Research Enhanced by Generative AI
StockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.
- Freemium
- From 17$
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17
Arkifi The Future of Finance with Generative AI
Arkifi offers a powerful finance workflow automation tool using Generative AI. It eliminates manual tasks and ensures trustworthy, hallucination-free results, empowering finance professionals to focus on strategic thinking.
- Contact for Pricing
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18
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
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19
Profit Leap AI-driven financial solutions for smarter business decisions
Profit Leap offers an AI-powered business advisor named Huxley that combines specialized business knowledge with data analysis to deliver instant insights and strategic financial recommendations for businesses of all sizes.
- Contact for Pricing
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20
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$
-
21
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
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22
Quantum AI Embrace the Future of AI-Powered Trading
Quantum AI is an advanced trading platform that combines quantum computing with artificial intelligence to provide automated trading solutions and market analysis for cryptocurrency trading.
- Freemium
- From 250$
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23
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$
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24
Property AI Maximize Your Property Rent Yields Easily
Property AI is an advanced tool that analyzes real estate data to provide actionable insights for property investors, helping them maximize rental yields and investment returns.
- Free Trial
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25
Simpla AI Your superhuman tax and accounting advisor
Simpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.
- Freemium
- From 19$
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26
BetterWatchlist The watchlist with AI superpowers
BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.
- Freemium
- From 4$
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27
TradingPlatforms.ai Your Guide to AI Trading Platforms, Bots, and Tools Reviews
TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.
- Free
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28
Vise An all-in-one AI-powered platform for building, managing, and explaining personalized investment portfolios at scale
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
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29
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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30
Auquan AI Agents for Deep Work in Finance.
Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.
- Contact for Pricing
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31
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
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32
Lexum.ai Paralegal AI AI Powered Legal Research and Summaries
Lexum.ai Paralegal AI is an advanced legal research tool that leverages artificial intelligence to provide comprehensive legal research assistance and case summaries.
- Paid
- From 10$
-
33
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$
-
34
AnalysAI Say Goodbye To Boring Spreadsheets
AnalysAI is a user-friendly, AI-powered data analysis software that integrates multiple data sources to provide deep insights and predictive analytics for businesses.
- Freemium
- From 29$
-
35
7Assets Your Smart Financial Overview
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
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36
AIAgent.app Power Up Your Productivity with AI Agents
AIAgent.app is a WorkOS platform that utilizes autonomous AI agents to perform tasks and make decisions based on user-defined goals, streamlining workflow automation and business processes.
- Freemium
- From 29$
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37
Bookkeeper AI Experience the power of AI automation with Bookkeeper AI.
Bookkeeper AI automates accounting tasks, streamlining financial management for businesses of all sizes. It offers features like automated payouts, workflow management, and real-time financial insights.
- Paid
- From 32$
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38
docAnalyzer.ai Chat & employ smart AI agents to optimize document analysis workflows
docAnalyzer.ai is an intelligent document analysis platform that enables dynamic, context-aware interactions with documents through AI-powered chat and automation agents. It supports multiple document formats and offers advanced features like OCR, custom workflows, and secure document sharing.
- Freemium
- From 6$
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39
AI Lawyer Your personal legal AI assistant
AI Lawyer is an advanced legal assistance platform that provides affordable, accessible legal support through AI-powered document handling, research, and consultation services available 24/7.
- Free Trial
- From 20$
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40
My-Legacy.ai The Most Secure, All-In-One Life And Inheritance Planning Platform
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
-
41
Finroo AI-Driven Portfolio Management for Simplified Investing
Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.
- Free
-
42
EquBot AI Solutions for Investment and Wealth Management
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
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43
Themis For Crypto All-in-One AI-Powered Cryptocurrency Trading Platform
Themis For Crypto is an AI-powered trading platform that combines cryptocurrency, stock, and forex trading with WhatsApp integration, offering automated trading bots, strategy backtesting, and detailed market analysis.
- Freemium
-
44
AskLegal.bot Get your legal questions answered in seconds with AI
AskLegal.bot is an AI-powered legal assistant that provides instant, personalized legal guidance and answers across multiple areas of law, including criminal, contract, family, real estate, employment, and landlord-tenant matters.
- Free
-
45
Fintool Equity Research Copilot: ChatGPT + SEC filings + Earnings calls
An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.
- Freemium
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46
Keenai Global Transforming wealth with intelligence
Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.
- Contact for Pricing
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47
FlyFin A.I. Tax Filing for Freelancers and the Self-Employed
FlyFin is an AI-powered tax service that helps freelancers and self-employed individuals maximize deductions and simplify tax filing, supported by expert CPAs.
- Paid
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48
QUINETICS AI Trading Agents for Everybody
QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.
- Free
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49
Tradepost.ai Elevate Your Trading with AI-Powered Financial Insights
Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.
- Freemium
- From 10$
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50
Toggle AI Data that finally speaks your language
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
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