Top AI tools for Financial Advisor

AviaryAI offers AI-powered outbound voice agents and a knowledge base tailored for credit unions, banks, and insurance providers to enhance customer engagement and streamline operations.

• Contact for Pricing

Finology is a comprehensive platform designed for Indian investors to learn investing concepts, research stocks and mutual funds, and manage investments to achieve financial goals.

• Freemium

neonFin is a personal finance management tool that combines AI-powered receipt scanning, advanced analytics, and gamification to help users track and improve their spending habits.

• Freemium
• From 5$

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

Credit for Startups is an AI-powered platform that provides startups with access to over $500,000 in credits, grants, and resources from leading tech companies to accelerate growth.

• Free

1099Online is a cost-effective, secure platform designed for quick and easy electronic filing of 1099 forms with the IRS, offering essential features like TIN matching and bulk data import.

• Paid

BSG AI Voice Bot is a 24/7 success assistant powered by Generative AI LLM technology, offering seamless dialogues and natural conversations for various business processes.

• Contact for Pricing
• API

MyLoans.ai is an AI-powered platform that provides instant, personalized student loan guidance to help borrowers navigate complex loan decisions and potentially save thousands in repayments.

• Free

Xaver provides a white-labeled, AI-native omnichannel sales platform for financial institutions, enhancing sales efficiency and delivering personalized customer experiences with enterprise-level security and compliance.

• 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

Crypto Flow Zone provides structured Bitcoin trading education through 12 expert-led modules, helping investors transition from traditional assets to digital opportunities with proven strategies and tools.

• Contact for Pricing

I Ching Online offers AI-enhanced I Ching readings and interpretations, blending traditional wisdom with modern technology for guidance on life decisions.

• Freemium

TradingEdge.Pro specializes in creating and testing automated investment strategies, providing proven solutions for effective investment decisions with free strategy test results.

• Free

Your free AI-powered guide to Canadian personal income tax, offering personalized, secure, and comprehensive advice available 24/7.

• Free

Alt Cortex is an AI-powered content curation and summarization platform that automates the collection, organization, and sharing of relevant news content. It helps businesses and creators deliver automated, organized, and tailored news summaries to their audiences.

• Free Trial

MonAi is an AI-powered expense tracking app that allows users to input expenses naturally, as if speaking to a friend, with automatic categorization and iCloud storage integration.

• Free

LiveTrate.tools is a free online currency converter providing real-time exchange rates for over 160 currencies with live updates and a user-friendly interface.

• Free

My Life Capsule provides ultra-secure digital vaults for organizing, protecting, and sharing confidential information with privacy-by-design security systems.

• Other

SafeSend.it provides end-to-end encrypted messaging with automatic self-destruction after viewing or expiration, requiring no accounts and leaving no traces for secure data sharing.

• Free

Syndicately provides an all-in-one AI-driven platform for managing, streamlining, and automating private investment deal workflows, from onboarding to fund administration and compliance.

• Free

Refeed.ai is an AI-powered news filtering service that monitors top newsletters and delivers personalized, relevant articles based on user preferences, saving valuable reading time.

• Freemium
• From 49$

Angel Match is a comprehensive investor database platform providing access to 110,000+ angel investors and venture capitalists, helping startups streamline their fundraising process through advanced search capabilities and investor relationship management.

• Freemium
• From 59$

New Silver provides hassle-free online loan approval and fast funding for real estate investors, offering various loan products including fix & flip, rental, ground up construction, and commercial loans.

• Contact for Pricing

Deal Protectors is an AI-powered tool that analyzes and evaluates car deals by comparing them with current market prices to ensure buyers get fair deals when purchasing vehicles.

• Free

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$

Compound Interest Calculator is an online tool that enables users to simulate investment growth by calculating the effects of compounding interest over time. Easily adjust variables such as contributions, rates of return, and compounding frequency to accurately forecast financial outcomes.

• Free

Lenme is an AI-powered peer-to-peer lending platform that connects borrowers and lenders for instant personal loans and investment opportunities, offering a smarter, faster, and more transparent financial solution.

• Other

Streamlined Finance is a comprehensive stock analysis and research platform that helps investors discover, analyze, and compare stocks using AI-powered tools and customizable dashboards.

• Free Trial
• From 7$

FundTQ is a leading investment banking company providing comprehensive financial services including fundraising, mergers and acquisitions, cross-border deals, and IPO advisory for startups and businesses.

• Contact for Pricing

fuelAI offers AI-powered lead engagement, appointment scheduling, and sales automation with human-like interactions to boost conversions without increasing team workload.

• Contact for Pricing

99testimonials is an AI-powered platform that helps businesses collect, manage, and showcase text and video testimonials to enhance their online presence and build trust with potential customers.

• Freemium

SmartDispute.ai is an AI-powered credit repair system that helps users identify and remove negative accounts affecting their credit score through automated dispute generation and tracking across all three credit bureaus.

• Paid
• From 49$

MoneyCoach is a comprehensive personal finance management app that helps users track spending, manage budgets, and reduce financial stress across Apple devices. It offers smart budgeting tools, family sharing capabilities, and multi-currency support.

• Freemium

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

• Freemium

Speaq.ai is a cutting-edge platform for building AI-powered voice agents. Streamline lead generation, onboarding, and customer service with AI agents designed for various industries.

• Paid
• From 39$

Modzy is an independent payday loan comparison and education platform that helps individuals find fast, reliable payday loan options by connecting them with trusted, transparent lenders for unexpected financial situations.

• Other

Kikoff is a financial technology platform designed to help users build and improve their credit scores, offering credit-building plans with no credit checks, hidden fees, or interest, and monthly plans starting from $5.

• Paid
• From 5$

CCXAI is an AI-powered customer communication platform offering multi-channel support, real-time analytics, and automation to enhance customer engagement and operational efficiency.

• Paid
• From 15$

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

Pagaya is an AI-powered financial technology platform that helps lending institutions analyze credit applications and make better lending decisions without increasing risk.

• Contact for Pricing

Trace provides AI-powered voice agents that securely handle customer service tasks for Fintechs, banking, and insurance companies. These agents automate tasks like card replacements and application submissions via secure APIs.

• Contact for Pricing

Financial Flow is an AI-powered financial news platform that provides smart summaries, real-time stock prices, and sentiment analysis from major financial news sources. It offers traders and investors efficient ways to consume market information with price impact tracking and portfolio insights.

• Freemium

ApexCube offers a comprehensive platform for tracking stock and crypto portfolios with advanced analytics and multi-currency support.

• Free

WebsFB is a website builder designed for individuals and businesses to quickly create and launch a secure, professional website without coding skills.

• Paid
• From 1$

CAPTR is a versatile video form creation platform that enables users to create interactive video content with customizable actions, integrations, and analytics capabilities.

• Freemium

Compound Real Estate Bonds offers fixed-income savings bonds with 8.5% APY returns, backed by real estate assets and U.S. Treasuries, featuring daily interest compounding and no lock-in periods.

• Other

Kleio is a Conversational AI platform designed for enterprise sales and marketing teams to simplify complex B2C purchasing journeys and boost conversions.

• Contact for Pricing

HSTCalculator.onl is a web-based tool that instantly calculates Harmonized Sales Tax (HST) for Canadian provinces, providing federal and provincial tax breakdowns with PDF download capability.

• Free

Mortgage+Care delivers affordable loan servicing software featuring origination, escrow, investor portals, trust accounting, integrated collections, and comprehensive reporting capabilities.

• Contact for Pricing

Appointmind is an AI-powered online appointment scheduler that enables customers to book appointments 24/7 while businesses save time on administrative tasks through automated booking and management features.

• Paid
• From 20$