Top AI tools for Financial Advisor

Rulai offers a low-code, omni-channel conversational AI platform for building virtual assistants to automate customer interactions across various industries.

• Contact for Pricing

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

• Freemium
• From 180$

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

SecuRedact is a secure tool for automatically anonymizing and redacting sensitive data within various document and image formats, operating locally for enhanced data privacy.

• Freemium
• From 11$

SnaptoBook is an AI-powered receipt management solution that helps users digitize, organize, and manage receipts for reimbursements, tax purposes, and expense splitting.

• Free Trial

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

Gimbla offers user-friendly, full-featured online accounting software designed for businesses of any size, providing robust invoicing, payment tracking, financial reporting, and role-based access controls with global server support.

• Freemium
• From 13$

Unsellable NFTs provides a platform for NFT investors to sell illiquid or worthless NFTs for tax-loss harvesting purposes, helping reduce capital gains taxes through verified smart contracts and CPA-ready receipts.

• Usage Based

Onehub is a robust cloud storage and file sharing platform designed for businesses to securely store, organize, and share documents online with advanced permission controls, custom branding, and virtual data room capabilities.

• Free Trial
• From 15$

MinerList provides accurate, real-time profitability analytics for ASIC, GPU, Helium, and USB miners, enabling users to make informed decisions on cryptocurrency mining hardware investments.

• Free

Best Money Moves empowers organizations to improve employee productivity and retention with a personalized, AI-powered financial wellness platform designed to alleviate financial stress and promote long-term wellbeing.

• Contact for Pricing

VantagePoint is a patented AI-powered trading software trusted by over 35,000 traders worldwide, forecasting market trends with up to 87.4% accuracy.

• Contact for Pricing

FinanceGPT Chat empowers users to build custom AI co-pilots for personalized financial insights, market analysis, and smarter decision-making using semantic search.

• Freemium

Surfly enables seamless co-browsing and real-time collaboration across any website or digital platform, with no code changes required. Designed for sales, product, and service teams, Surfly enhances user engagement while ensuring compliance and security.

• Contact for Pricing

Send Comps delivers monthly real estate comparable appraisal reports to your inbox, helping property owners stay updated on local market trends without realtor involvement.

• Paid
• From 10$

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

My Digital Receipt is an AI-powered app that simplifies receipt and invoice management by scanning, importing, and tracking expenses with deep insights.

• Other

Bitcoin.Tax offers a comprehensive platform for calculating, tracking, and reporting Bitcoin and cryptocurrency taxes, supporting capital gains, income, and more for individuals and professionals.

• Freemium
• From 5$

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$

Wise enables individuals and businesses to send, receive, and manage money internationally with low fees, transparent pricing, and high-speed transfers in over 40 currencies.

• Usage Based

Foundation is a mobile-first platform that provides comprehensive crypto security through backup, recovery, and inheritance features, ensuring your digital assets are protected and can be passed to loved ones.

• Other

Neontra leverages AI to simplify personal finance, offering powerful budgeting, spending tracking, and forecasting tools for individuals and businesses. The platform enables users to set and achieve financial goals with custom planning and actionable insights.

• Freemium
• From 9$

EarnIn is a financial app that allows users to access their earned wages before payday through Cash Out and Early Pay features, helping manage cash flow without interest or mandatory fees.

• Freemium

Plaid provides secure, real-time connectivity to financial data, streamlining onboarding, payments, risk assessment, and personal finance management for businesses and developers.

• Usage Based

Validit.ai is an AI-based fraud prevention service that assesses human intent using behavioral science and bio-signal processing to safeguard businesses.

• Contact for Pricing

SustexCorporate is an AI-powered platform that helps businesses comply with ESG reporting requirements through real-time due diligence, regulatory assessment, and GRI-aligned report generation while evaluating economic sustainability.

• Contact for Pricing

Blueprint Income is an online marketplace that simplifies the annuity market by offering a curated selection of top insurance companies, providing tools and expert support for retirement planning.

• Other

GiftCardRescue.com provides comprehensive guides for checking gift card balances and managing prepaid cards, offering money-saving tips and updates on prepaid card programs.

• Free

Guardian Digital EnGarde offers AI-powered, fully-managed cloud email security to protect businesses against advanced threats like phishing, ransomware, and zero-day attacks. It provides multi-layered defenses and support for platforms like Microsoft 365 and Google Workspace.

• Free Trial

ProcessorIQ is an AI-powered platform that converts, labels, and risk-checks mortgage files, streamlining document management for mortgage professionals. Experience faster, smarter, and more organized loan cycles with automated PDF conversion and intelligent alerts.

• Freemium
• From 25$

Alchemyze is an AI-powered investment platform that provides hedge fund quality insights, comprehensive stock analysis, and intelligent investment strategies for retail investors using advanced machine learning algorithms.

• Freemium
• From 25$

Trezor offers advanced open-source hardware wallets that provide 100% offline security for cryptocurrencies, enabling users to maintain absolute ownership and control of their digital assets through intuitive mobile and desktop applications.

• Other

CoinCheckup is a comprehensive cryptocurrency tracking platform that provides live prices, market data, and financial tools for crypto, stocks, and forex traders.

• Free

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$

RiskSeal is a global platform for alternative credit risk data that provides 400+ instant data points and digital credit scoring through analysis of digital footprints across 200+ online platforms.

• Usage Based
• From 499$

AimFinance provides quick personal loans to Canadians with a simple online application process, fast decisions, and next-day funding for approved applications, focusing on alternative data to help those with fair credit scores.

• Other

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

EasyCalculator provides free online tools including a grade calculator for teachers, tip calculator, percentage calculator, loan calculator, and password generator.

• Free

Finlingo is an AI-driven personal finance platform offering real-time spending insights, personalized financial advice, and interactive lessons to help users manage and grow their money with ease.

• Freemium
• From 19$

Qypt is a secure AI-powered document collaboration platform that enables zero-trust sharing through end-to-end encryption, AI-powered redaction, and privacy-preserving queries.

• Freemium

TaxZerone is an IRS-authorized e-file service platform that simplifies the filing of federal tax forms for individuals, businesses, and nonprofits through an intuitive, secure, and guided process.

• Freemium

Neuwark is an AI-powered platform that provides autonomous agents trained on enterprise data to handle customer interactions across multiple channels while maintaining human oversight.

• Freemium
• From 29$

BAISS is a private, on-device AI tool that processes and understands all your files—including PDFs, spreadsheets, and photos—locally on your computer or server without uploading data to the cloud.

• Other

Better Off, now part of Steward, is an AI-driven estate planning platform that provides personalized estate plans through intuitive technology and expert support at a fraction of traditional law firm costs.

• Contact for Pricing

Cipherwill offers a secure digital will platform that ensures your sensitive data and digital assets are delivered to the right beneficiaries using advanced end-to-end encryption and robust backup systems.

• Freemium
• From 4$

Trya is an AI-powered budgeting application that helps users manage their finances through personalized budget creation, expense tracking, and bank synchronization. Available for free on iOS and Android, it offers advanced security features and compatibility with over 150 European banks.

• Freemium

ViewBase provides aggregated and actionable cryptocurrency market data, offering insights on exchange flows, open interest, and funding rates across leading platforms.

• Other

Formisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.

• Freemium
• From 50$

Apptoto streamlines appointment-based businesses by providing automated reminders, online scheduling, and integrated client communications to reduce no-shows and improve efficiency.

• Paid
• From 30$

Startup Triangle offers an AI-powered browser extension designed to streamline startup evaluations and enhance investment decision-making for investors and startups. The platform integrates with major platforms like Google, LinkedIn, Y Combinator, and Crunchbase for real-time due diligence and predictive analytics.

• Freemium
• From 100$