Top AI tools for Financial Advisor

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Intellectia.AI is a powerful platform that uses artificial intelligence to provide investment analysis and insights for stocks, ETFs, and cryptocurrencies.

• Paid
• From 15$

Law Cyborg offers an advanced suite of AI-driven research tools tailored for New Zealand's legal and tax professionals, streamlining complex research and documentation tasks.

• Paid
• From 30$

Q3edge is a business consulting firm specializing in Business Process Management (BPM) and digital transformation, offering services like process architecture, mapping, mining, and re-engineering to enhance operational efficiency and ROI.

• Contact for Pricing

iSafeSend enables users to encrypt and share sensitive data via unique, one-time use links that are automatically deleted after viewing or expiration, enhancing digital privacy and data security.

• Free

SignalStack is an AI-powered broker order router that transforms trading alerts into automated trades across multiple brokerage accounts without requiring any coding knowledge.

• Freemium
• From 27$

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$

CallCabinet delivers comprehensive, AI-powered call recording and conversation analytics, providing organizations with compliant, secure, and insightful voice data management across platforms.

• Contact for Pricing

PointDexter is an AI-powered tool that analyzes your spending patterns to find the perfect rewards credit card, helping you maximize points and optimize your financial strategy.

• Other

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

Digin is an AI-powered application that allows users to track their dining expenses, set goals, and earn rewards by simply submitting photos of their meals.

• Free

RocketPhone is an AI-powered voice platform designed to enhance sales and customer service team performance through smart automation and seamless CRM integration. It offers real-time insights, call transcription, and automated workflows to reduce admin tasks.

• Paid
• From 30$

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$

PaperSpace is an AI-powered document management platform that enables users to scan, organize, search, and chat with their documents, while providing automatic calendar reminders and secure collaboration features.

• Free Trial
• From 7$

Addy AI is an advanced mortgage lending platform that uses custom AI models to automate manual tasks in the mortgage process, helping lenders close loans faster and increase profitability.

• Contact for Pricing

LocalCoinSwap is a non-custodial peer-to-peer cryptocurrency exchange enabling users to buy, sell, and swap over 20 cryptocurrencies using 300+ payment methods with escrow protection and 24/7 support.

• Other

Truthifi is an AI-powered financial wellness tool that monitors investments for over 100 common risks and opportunities, providing insights into fees, performance, and asset allocation to help users make informed financial decisions.

• Freemium
• From 20$

Deepit is an AI-powered insurance comparison platform that helps users find and purchase various insurance policies while providing financial services and educational content.

• Other

The Invest Nest is a comprehensive platform that enables real estate investors to search, track, and analyze property leads using advanced AI-driven data and workflow automation tools.

• Freemium
• From 30$

Archive Intel is an AI-powered client communication archiving software that simplifies regulatory compliance by capturing and archiving emails, messages, social media content, and websites while reducing false positives through artificial intelligence.

• Paid
• From 89$

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$

Fire on Track is a platform designed to help users track their Financial Independence, Retire Early (FIRE) goals. It features personalized goal setting, progress tracking, and an AI assistant for financial guidance.

• Free

Bitcoin Loophole connects users with licensed cryptocurrency trading brokers offering automated trading software, market monitoring tools, and access to Bitcoin and other assets. The platform provides a free registration process and mobile-friendly interface for traders seeking entry into crypto markets.

• Other

Webull is a comprehensive online brokerage platform offering commission-free trading of stocks, ETFs, options, and cryptocurrencies with advanced charting tools, extended trading hours, and multiple account types.

• Free

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$

inncivio is an AI-powered tool that helps fintech platforms increase revenue by turning KYCed users into active investors with personalized in-app guidance.

• Contact for Pricing

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

Copper is a CRM platform designed for seamless integration with Google Workspace, offering automation, pipeline tracking, project management, and AI-powered email tools to help businesses manage contacts and grow relationships effectively.

• Paid
• From 12$

AI Credit Repair is an advanced credit management platform that uses artificial intelligence to help users monitor, repair, and protect their credit through automated dispute resolution and personalized improvement strategies.

• Pay Once

TraderGPT is an AI-powered trading platform that enables users to create sophisticated trading strategies for stocks and cryptocurrencies without any coding knowledge.

• Contact for Pricing

Optimum Vertex AI is an AI-powered platform providing traders and investors with tools for trade planning, strategy analysis, and execution review across various markets.

• Free Trial
• From 149$

WeInvest is a comprehensive cryptocurrency platform that offers secure, gasless transactions with AI-driven insights, enabling users to manage and invest in digital assets without dealing with complex wallets or private keys.

• Paid
• From 10$

Tax2efile is an IRS-approved e-filing service provider that enables individuals, businesses, and tax professionals to file various tax forms electronically with speed and security.

• Usage Based

Before You Buy is an AI-powered shopping assistant that provides instant insights, review summaries, price comparisons, and live price tracking to help users shop smarter and avoid overpaying.

• Other

Xodo is an all-in-one document solution offering powerful tools to manage, edit, convert, and sign PDFs, Office files, and images across web, desktop, and mobile platforms.

• Paid
• From 10$

ASCN.ai is a comprehensive crypto AI assistant that provides instant analysis, market insights, and real-time data for cryptocurrency trading and investment decisions.

• Paid
• From 29$

Homestratosphere provides a suite of real estate calculators and educational resources to help users make informed decisions about mortgages, home affordability, and property investments.

• Free

TerraPrime is a platform that connects developers, buyers, investors, and family offices in the commercial real estate sector. It offers advanced search algorithms, intelligent insights, and customizable filters to streamline property discovery and investment.

• Paid
• From 10$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

ScoreApp is an AI-powered quiz marketing platform that helps businesses attract warm leads, gain customer insights, and increase sales through customizable scorecards and personalized results.

• Freemium
• From 39$

LetterStream is a comprehensive online solution for managing, printing, and mailing business-critical correspondence, offering real mail delivery, tracking, and secure document handling without the need for equipment or post office trips.

• Freemium

Rock-West is a regulated CFD broker offering transparent trading on forex, crypto, indices, and commodities via true A-Book execution with zero conflict of interest and raw spreads from 0 pips.

• Other

Blockready is an AI-enhanced online education platform offering comprehensive, self-paced courses to help users master blockchain and cryptocurrency concepts quickly and efficiently. It provides structured learning materials, curated resources, and CPD-accredited certification.

• Freemium

CD Interest Calculator is a free online tool that helps users determine their certificate of deposit earnings based on initial deposit, APY, term length, and compounding frequency, providing accurate results for informed investment decisions.

• Free

Biyond is a comprehensive crypto analysis platform that combines AI-powered trading indicators, expert analysis, and quantitative research to help investors make informed cryptocurrency investment decisions.

• Freemium

Statfolio is a robust stock and ETF portfolio tracker that enables users to efficiently visualize, analyze, and monitor their investment performance with powerful analytics and insightful segmentation.

• Freemium

EarningsCall.ai uses AI to summarize and analyze earnings calls, providing competitive insights and market trends. It helps users make informed business and investment decisions without needing to read full transcripts.

• Free Trial
• From 50$

Exclusive Leads Agency provides AI-driven lead generation services, delivering high-quality, exclusive leads to legal, financial, insurance, and home service industries. Their process ensures qualified prospects tailored to match your business goals for increased sales and measurable ROI.

• Usage Based

5 Dollar Bill Helper is a financial management app that helps users balance bills and spending with features like bill tracking, due date reminders, and a unique Bill Balancer, available on iOS and Android.

• Freemium
• From 5$

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$