Top AI tools for Financial Advisor

Doc Doctor is an AI-powered tool that converts bank statements into various financial formats with industry-leading accuracy and bank-grade security, designed specifically for financial professionals.

• Freemium
• From 29$

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

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

Allio Capital leverages advanced AI and macroeconomic analysis to deliver dynamically optimized investment portfolios with comprehensive wealth tracking for smarter investing.

• Other

GReminders is an end-to-end meeting management platform offering automated scheduling, appointment reminders via SMS, email, or phone, and an AI notetaker to streamline workflows. It integrates seamlessly with popular calendars and CRMs to reduce no-shows and administrative tasks.

• Freemium
• From 10$

Mortguage.app provides instant mortgage payment estimates, helping users budget and plan for home loans with ease and confidence.

• Free

Renest is a tax preparation service that helps students save money on taxes year-round by identifying and maximizing eligible tax benefits, with an average of $500+ in additional refunds.

• Other

8VDX is an AI-powered platform that transforms manual credit investing processes into automated workflows for Private Credit and Hedge Funds, offering features like investment memo generation and smart bond screening.

• Contact for Pricing

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

Richify is an AI-powered financial education tool that provides 24/7 access to educational insights, portfolio tracking, and expert-led resources to help users learn investment strategies and boost financial knowledge.

• Free Trial

Parallel offers automated KYC and AML software designed to streamline compliance processes, manage customer onboarding, and ensure audit readiness for businesses.

• Freemium
• From 28$

Fairshake is a comprehensive resource platform providing consumer rights information, legal guides, and practical tools to help individuals navigate disputes, protect their finances, and understand their legal protections.

• Free

Bank Statement App utilizes AI to analyze bank statements, providing clear financial insights and enabling users to understand spending patterns and manage finances effectively.

• Usage Based

CFA Test Series offers mock tests and one-to-one mentoring for all CFA exam levels, simulating the real exam experience and providing expert-guided feedback to boost exam readiness.

• Paid
• From 18$

Proton offers a suite of end-to-end encrypted services, including email, VPN, cloud storage, password manager, calendar, and wallet, ensuring your data remains private and secure.

• Freemium

Lumio is a comprehensive financial management app designed specifically for couples to track shared expenses, manage household bills, and save together, connecting with over 120+ banks and credit cards.

• Freemium
• From 3$

Spendtally is a smart receipt scanning and expense tracking tool that helps users understand their spending patterns and save money through automated financial insights and analysis.

• Freemium
• From 12$

STRATxAI provides AI-powered quantitative investment solutions and a quant-intelligence platform for advisors, institutional investors, and investment platforms. Its proprietary engine, Alana, leverages machine learning to deliver data-driven insights for improved investment outcomes.

• Contact for Pricing

Elixir Cloud is an end-to-end customer communications management (CCM) platform that helps organizations deliver personalized, modern communications across preferred channels with enterprise-scale efficiency and security.

• Contact for Pricing

LivePlan is an AI-powered business planning and financial forecasting platform that helps entrepreneurs create professional business plans, manage cash flow, and make data-driven decisions for business growth.

• Paid

Payme is an AI-powered price tracking and refund automation service that monitors your purchases and automatically secures refunds when prices drop after your purchase.

• Usage Based

Crbit is an AI-powered personal finance management app that enables collaborative budgeting, expense tracking, and financial planning with family members, featuring an AI assistant named Wally for personalized financial insights.

• Freemium
• From 5$

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

Receipts Space is an AI-powered document management tool for macOS that securely organizes invoices, receipts, and financial documents with automatic OCR, content recognition, and self-learning categorization.

• Free Trial

Calculator Studio is a no-code platform for building and publishing smart website calculators powered by spreadsheet logic, enabling businesses to create engaging tools for lead generation and customer education.

• Paid
• From 49$

TokenAnalyst provides advanced blockchain data analytics tools and APIs for professionals seeking real-time and historical insights into Bitcoin, Ethereum, and stablecoins.

• Paid
• From 799$

Reportedly is a platform that simplifies investor communication by enabling companies to share updates with investors, advisors, and teams, featuring status reports, engagement tracking, and collaboration tools.

• Free

Sublyt is an AI-powered subscription management tool that helps users track, organize, and optimize all their subscriptions in one intuitive dashboard, with smart reminders and spending insights to save time and money.

• Other

DocuSeal offers a secure, fast, and easy-to-use document signing platform, providing cloud, on-premises, and open source solutions for individuals, teams, and enterprises. Seamlessly integrate electronic signatures, collect payments, and automate workflows with advanced compliance and embedding capabilities.

• Freemium
• From 20$

nsave offers secure, multi-currency accounts and access to global investment products for young professionals, facilitating seamless transfers, local cash payouts, and investment opportunities in US stocks and ETFs.

• Freemium
• From 10$

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

OutboundEngine automates marketing for small businesses with professionally created content, social media posting, branded websites, email campaigns, and real-time engagement tools, all managed through a user-friendly platform.

• Paid
• From 199$

Propflo is a digital platform helping businesses analyse scope 3 emissions, engage customers/employees in energy efficiency, and grow revenue through green home improvements using AI.

• Freemium

SCSK Group provides comprehensive IT services and business process outsourcing to solve diverse challenges for approximately 10,000 clients, focusing on digital transformation and collaborative innovation.

• Contact for Pricing

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

Zown is a real estate brokerage offering cashback on home purchases in California and Texas, providing salaried agents and modern tools to simplify homebuying.

• Other

StopSpend is an AI-powered accountability tool that texts supportive friends and family when users break their spending goals, helping them regain financial freedom and restore trust.

• Free

PredictNow.ai is a financial machine learning platform that helps hedge funds and asset managers optimize trading strategies using Corrective AI technology to predict profitable trade probabilities.

• Contact for Pricing

Farewill offers a streamlined online platform for creating legally compliant wills, handling probate, and arranging funerals in the UK, providing expert support and fixed-fee pricing.

• Paid
• From 10$

Spike offers a suite of tools and insights for property investors, featuring property search, investment calculators, valuation estimates, market data, and an AI property expert named Alex.

• Free

Rize Capital is an AI-powered investment chatbot that provides instant, accurate answers to complex financial questions, leveraging institutional-grade data for stocks, ETFs, cryptocurrencies, and more.

• Free

stickK is a free goal-setting platform based on behavioral economics principles from Yale University, using commitment contracts and financial incentives to help users stick to their personal and professional goals.

• Free

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

MobiFin is a comprehensive digital banking and fintech platform designed to deliver seamless financial services, including digital wallets, core banking, loan management, and agency banking, empowering banks and fintechs with secure, integrated solutions.

• 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

Should I Pay Off Loan is an AI-driven tool that helps users evaluate the financial, emotional, and credit score implications of paying off loans versus investing, providing personalized recommendations without storing personal data.

• Free

SparkReceipt is an intelligent document processing platform that uses AI to scan, categorize, and manage receipts, invoices, and bank statements for businesses and individuals.

• Freemium
• From 6$

EarnUp is an award-winning AI-powered financial wellness platform that automates debt paydown and savings for consumers while providing financial institutions with engagement tools to improve customer retention and reduce risk.

• Contact for Pricing

MindGenius Online is a comprehensive project management and mind mapping tool enhanced with AI. It facilitates brainstorming, planning, task management, and team collaboration for improved project outcomes.

• Freemium
• From 10$

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